272 episodes
The Long View Morningstar
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- Business
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning
Reverse mortgages have gotten a bad rap. Do they merit another look?
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Scott Rick: Are You a Tightwad or a Spendthrift?
A researcher discusses what shapes our money personalities and how financial disposition affects relationships.
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Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility
A Cerulli industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.
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Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
An accomplished small-company investor talks both investing and diversity within the investment industry.
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Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
Why it’s important to understand what you really want before you craft your life and financial goals.
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Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
Pimco’s global CIO on the macro outlook, why resilience matters, navigating the rate cycle, China, and more.