119 episodes

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.

Simple, but Not Easy Morningstar

    • Business
    • 4.2 • 76 Ratings

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.

    Opportunity Awaits: A Midyear Outlook

    Opportunity Awaits: A Midyear Outlook

    A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Williamson—joined the show to help us dig into what’s already happened this year and where we may be headed.

    The topics covered included:
    • The Fed and where rates may be headed
    • Further discussion on fixed-income
    • US stocks are off to another hot start this year. Can outperformance continue?
    • Every business is thinking about AI. How is it impacting markets?
    • And how should investors be preparing for a presidential election?

    And as always, we address the implications on client portfolios and help consider action items.

    • 33 min
    Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital

    Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital

    The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driven by technological advancements, regulatory changes and evolving investor preferences. Traditional methods of in-person advice have been expanded to include digital platforms, providing investors with greater accessibility and customization. And we've all observed an evolution in financial planning journeys and an increase in the number of advisors making financial planning core to their value proposition. But we still have to ask, is there room for improvement?

    • 31 min
    Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

    Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

    Much of the discussion around financial advice tends to be around asset allocation, product selection, and fund structures. These are all worthy conversations and topics we’ve enjoyed discussing previously on this show. But one topic that feels underexplored: how do advisors deliver financial advice to clients across generations? A retired client in their 70s needs a much different advice offering than a 40-year-old client in their prime work years. In this episode, we are diving into the fascinating intergenerational dynamics of financial advice.

    • 41 min
    U.S. Stocks: Beyond the Magnificent Seven

    U.S. Stocks: Beyond the Magnificent Seven

    The Magnificent Seven continue to capture the attention of advisors and investors, dominating U.S. equity performance over the last year. Will this trend continue throughout 2024? Will growth stocks continue to beat value? What about large versus small? And what is 2023's signal about where markets are headed this year? We're delighted to be joined by John Owens, Senior Portfolio Manager for Morningstar's Select Equity Strategies, and Paul Tait, Portfolio Specialist at Morningstar Wealth. Together, they help unpack the landscape for U.S. stocks in a digestible manner.

    • 28 min
    2024 Outlook: Economy, Inflation, Best Ideas, and AI

    2024 Outlook: Economy, Inflation, Best Ideas, and AI

    The topics we're discussing today align with the recent release of Morningstar Wealth's 2024 Market Outlook.

    A recession seemed to be the consensus view entering the year, but markets love to fool the masses, and a stock market rally followed. However, the rally was not evenly distributed. Bonds, for example, remain in a multi-year drawdown, and many investors are questioning their role in a portfolio. With this as the backdrop, what actions make sense to support clients?

    In today's episode, we're delighted to have Morningstar Wealth's CIO of the Americas, Marta Norton, and Chief U.S. Economist, Preston Caldwell with us to dig into the outlook, share their perspectives, and, as always, be sure to address the implications on client portfolios and any suggested actions to take

    • 48 min
    AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"

    AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"

    A lot has already been said about the potential of artificial intelligence, or AI, but how are people actually engaging with it? And how should investors think about their AI exposure in a portfolio? Morningstar has invested heavily in generative AI, with Morningstar Mo taking the stage at our investment conference, and in a first, we're delighted to be joined by a special guest: Mo the AI character. We’ll also be joined by Adley Bowden, Head of Individual Investor and Grady Burkett, Portfolio Manager of the Hare strategy. This marks the start of a new season of Simple But Not Easy, with Nick VanDerSchie taking the mic from Jonathan Linstra, whom we thank for his fabulous insights. Together, let's turn AI speculation into real-world application.

    • 42 min

Customer Reviews

4.2 out of 5
76 Ratings

76 Ratings

MATT@CYB ,

Great listen!

Investing advice from people who truly know the ins and outs of the life of an investor. The stories described in episodes gives you a real-life feel to it! Highly recommend!

ultraman20* ,

ESG IS POISON

I know you have jumped into the leftist ESG effort, but there are many investors that will NEVER invest in any ESG funds. These funds do not perform well simply because they have a transgenger board member. These ridiculous ESG SCORES guarantee poor performance for companies that score well. Financial performance is a key factor in making investments, but liberals now invest based on what makes them feel good.

I will gladly move all of my funds into FDIC money market funds rather than be bullied by idiots like Larry Fink who want to institute a communist investment platform to comply with a bunch of green energy leftists. I’m finished with Morningstar. The company used to provide good information, but has gone to the dark side.

John Q. Public

apple#4Me ,

Where are the slides?

Hard to imagine… After searching high and low on the podcast app, the morning star website, and YouTube, the slides that accompany the presentation are nowhere to be found. Nor is there any courtesy to provide listeners with any information on whether the slides are even available. Very difficult to follow without the visuals. I give up… Too bad it’s a very informational and educational podcast

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