Simple, but Not Easy
By Morningstar
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Category: Investing
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Subscribers: 34
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Episodes: 117
Description
Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
| Episode | Date |
|---|---|
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Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
|
Mar 14, 2024 |
|
U.S. Stocks: Beyond the Magnificent Seven
|
Feb 06, 2024 |
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2024 Outlook: Economy, Inflation, Best Ideas, and AI
|
Dec 08, 2023 |
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AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"
|
Nov 02, 2023 |
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The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz
|
Jul 11, 2023 |
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BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
|
Jun 07, 2023 |
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Game-Changing Advisor Trends, With Cerulli and SMArtX
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May 09, 2023 |
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30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
|
Apr 06, 2023 |
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What Actions Add Value in This Environment?
|
Mar 03, 2023 |
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2023 Outlook: Inflation, Recession, Valuations, and Retirement
|
Jan 03, 2023 |
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An Inside Look at Direct Indexing
|
Dec 22, 2022 |
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“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
|
Nov 21, 2022 |
|
Latest Research on Stagflation & Market Impacts
|
Nov 01, 2022 |
|
Investing in Today's Volatile Markets: New Season, 100th Episode
|
Oct 17, 2022 |
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Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far
|
Oct 04, 2022 |
|
Behavioral Science & Tips in Volatile Markets
|
Aug 23, 2022 |
|
Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
|
Jun 27, 2022 |
|
What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast)
|
Jun 13, 2022 |
|
Our Insights on the Berkshire Hathaway Annual Shareholder Meeting
|
May 30, 2022 |
|
Investing Amidst Uncertainty
|
May 16, 2022 |
|
Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)
|
May 02, 2022 |
|
Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)
|
Apr 18, 2022 |
|
Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)
|
Mar 21, 2022 |
|
Fear of the Unknown: Inflation and Rising Rates
|
Mar 07, 2022 |
|
Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
|
Feb 21, 2022 |
|
Risk, Downside Protection, and the Goal Mindset
|
Feb 08, 2022 |
|
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Episode 50 Rebroadcast)
|
Jan 25, 2022 |
|
2022 Outlook
|
Jan 11, 2022 |
|
ESG in 2022: a Simple, but Not Easy Short
|
Dec 21, 2021 |
|
Easing Inflation Worries
|
Nov 30, 2021 |
|
Sizing up Risks and Opportunities in Chinese Equities
|
Sep 27, 2021 |
|
The Potential Impact of Corporate Tax Hikes on Equities
|
Sep 13, 2021 |
|
The Sustainability Stress Test
|
Sep 07, 2021 |
|
Our Global Convictions Following Q2 2021
|
Jul 28, 2021 |
|
2021 Inflation Insights
|
Jul 12, 2021 |
|
Global Energy Stocks: In Structural Decline or a Buying Opportunity?
|
Jun 28, 2021 |
|
Our Reactions: 2021 Berkshire Hathaway Annual Meeting
|
Jun 14, 2021 |
|
Our Investment Convictions: Searching for Select Opportunities
|
May 10, 2021 |
|
Will Consolidation Destroy Personalization for Financial Advisors?
|
Apr 26, 2021 |
|
We're Temporarily Moving to a Biweekly Cadence
|
Apr 19, 2021 |
|
Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
|
Apr 12, 2021 |
|
Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast)
|
Apr 05, 2021 |
|
To Annuitize or Not? (Episode 35 Rebroadcast)
|
Mar 29, 2021 |
|
Rules as Tools: Using Heuristics to Help Empower Financial Success
|
Mar 22, 2021 |
|
South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
|
Mar 15, 2021 |
|
Demonstrating ESG Commitments for Advisors and Investors
|
Mar 08, 2021 |
|
GameStop, Reddit, & Robinhood vs. Investing for the Long Run
|
Mar 01, 2021 |
|
From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation
|
Feb 22, 2021 |
|
Our Investment Convictions: Finding Balance After a Significant Q4 Rebound
|
Feb 08, 2021 |
|
Pairing Portfolios With an Investor's Goals
|
Feb 01, 2021 |
|
Daniel Needham: How Changes in Active Management May Create Opportunities for Investors
|
Jan 18, 2021 |
|
Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)
|
Jan 04, 2021 |
|
Thinking in Bets (and About Biases): A Deep Dive into Using Behavioral Science Techniques in Investing (Ep. 6 Rebroadcast)
|
Dec 28, 2020 |
|
20 Years of 'Tipping': What Investors Can Learn From Gladwell's Classic Book (Ep. 34 Rebroadcast)
|
Dec 21, 2020 |
|
Please Take Our Short Survey
|
Dec 17, 2020 |
|
Opportunities in Equities
|
Dec 14, 2020 |
|
The Rise of Big Tech
|
Nov 30, 2020 |
|
Value Investing: Intelligent Investing Aims to Get More Than You Pay For (Ep. 16 Rebroadcast)
|
Nov 23, 2020 |
|
What Does Good Forecasting Look Like? (And Why Are Weather Forecasters So Good at It?)
|
Nov 16, 2020 |
|
How Should Investors Interpret the U.S. Election Returns?
|
Nov 09, 2020 |
|
The Election, the Economy, and the Road to Recovery
|
Nov 02, 2020 |
|
Our Investment Convictions: Why We’re Staying Off the Sidelines
|
Oct 26, 2020 |
|
Risk in 2020: How to Help Investors Succeed
|
Oct 05, 2020 |
|
Will Growth Stocks Outperform Value Forever?
|
Sep 28, 2020 |
|
The Election Cycle: What Really Matters to Investors?
|
Sep 21, 2020 |
|
Advisor Profile: For Ephie Coumanakos, Good Advice Is Personal Advice
|
Sep 14, 2020 |
|
Does ESG Investing Lead to Weaker Returns?
|
Aug 31, 2020 |
|
Investing in a Global Recession: Is This Time Different?
|
Aug 10, 2020 |
|
Ask the PM: Finding ‘Robust, Reliable, and Growing’ Dividends in Today’s Markets
|
Aug 03, 2020 |
|
Advisor Profile: From Yale to His Advice Practice, it’s All Hometown to John Caserta
|
Jul 27, 2020 |
|
Key Investing and Behavioral Messages for Advisor-Client Meetings
|
Jul 20, 2020 |
|
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
|
Jul 13, 2020 |
|
Advisor Profile: Kevin Schaefer Coaches Clients to Have a 'Simple Smile'
|
Jun 29, 2020 |
|
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
|
Jun 15, 2020 |
|
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
|
Jun 08, 2020 |
|
Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?
|
Jun 01, 2020 |
|
Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19
|
May 18, 2020 |
|
Markets in Crisis: What Are Potential Implications for Inflation?
|
May 11, 2020 |
|
Markets in Crisis: Finding Income in Today's Markets
|
Apr 27, 2020 |
|
Markets in Crisis: What’s Important to Remember During Trying Times?
|
Apr 20, 2020 |
|
Markets in Crisis: Q1 Update and a Look Ahead
|
Apr 13, 2020 |
|
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
|
Apr 07, 2020 |
|
Markets in Crisis: Answering Advisors' Questions
|
Mar 30, 2020 |
|
Markets in Crisis: Our Long-Term, Valuation-Driven Views of Markets Today
|
Mar 23, 2020 |
|
To Annuitize or Not: New Research by David Blanchett
|
Mar 16, 2020 |
|
20 Years of 'Tipping': What Investors Can Learn From Gladwell's Classic Book
|
Mar 09, 2020 |
|
Market Turbulence and Loss: Behaving Well When Markets Go Bad (Ep. 20 Rebroadcast)
|
Mar 02, 2020 |
|
Outlook 2020 Pt. 2: Finding Opportunities When Most Markets Are Overpriced
|
Feb 24, 2020 |
|
Outlook 2020, Pt. 1: Assessing the Aggregate Risk-for-Reward Picture
|
Feb 10, 2020 |
|
Is Dollar-Cost Averaging Irrational? Compared to What?
|
Feb 03, 2020 |
|
Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice
|
Jan 27, 2020 |
|
Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts
|
Jan 13, 2020 |
|
Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing
|
Jan 06, 2020 |
|
Markets Quiz: Test Your Knowledge!
|
Dec 16, 2019 |
|
Red Dusk: Do Post-Rally Prices Call for Russian Bearishness?
|
Dec 09, 2019 |
|
Talking Turkey: Pt. 2
|
Nov 25, 2019 |
|
Talking Turkey: What We're Thankful for in 2019, and What We'd Be Thankful for in the Future, Pt. 1
|
Nov 18, 2019 |
|
Market Turbulence and Loss: Behaving Well When Markets Go Bad
|
Oct 28, 2019 |
|
Contrarian Ideas: Have Lower Oil Prices Made Energy Stocks Attractive?
|
Oct 18, 2019 |
|
Better Decision-Making Through Diverse Opinions, Pt. 2
|
Oct 14, 2019 |
|
Better Decision-Making Through Diverse Opinions, Pt. 1
|
Oct 07, 2019 |
|
Value Investing: Intelligent Investing Aims to Get More Than You Pay For
|
Sep 30, 2019 |
|
Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager
|
Sep 23, 2019 |
|
Dump the Dow: Why What You Pay Attention to Matters
|
Sep 16, 2019 |
|
Getting Personal: Getting to Know How Advisors Get to Know Their Clients
|
Sep 09, 2019 |
|
Our Back-to-School Reading List (Part 2)
|
Aug 26, 2019 |
|
Our Back-to-School Reading List (Part 1)
|
Aug 19, 2019 |
|
"The Largest Purchase Most Americans Will Ever Make": Researching the State of Retirement
|
Aug 12, 2019 |
|
Bringing Their "A-Game": Advisors as Behavioral Coaches
|
Aug 05, 2019 |
|
The Next Generation of Investors: A Conversation with Millennials
|
Jul 29, 2019 |
|
Not-So-Crude Markets: Energy Infrastructure and MLPs
|
Jul 22, 2019 |
|
Thinking in Bets, and About Biases: A Deep Dive into Using Behavioral Science Techniques in Investing
|
Jul 16, 2019 |
|
A Contrarian View: Why We Prefer International Over U.S. Stocks
|
Jul 08, 2019 |
|
Sinking Treasury Yields: Our Views on the “Belly” of the Curve
|
Jul 01, 2019 |
|
Some Like It Hot: Looking into the IPO Market
|
Jun 24, 2019 |
|
Planting Sustainable Investing in Your Practice [Part 2]
|
Jun 18, 2019 |
|
What Is Sustainable Investing? [Part 1]
|
Jun 14, 2019 |