Simple, but Not Easy

4.3(83개의 평가)
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격월 업데이트

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.

9월 11일

Advisor–Client Relationships Are Stronger When Goals Come First

In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment journey, and how a simple multi-step framework can uncover what really motivates clients. Ryan also shares insights from Morningstar’s Mind the Gap study, which shows how investor behavior often drags down returns, and explains how advisors can reframe conversations from performance to progress. If you want to better understand what drives investor decisions and how advisors can make the biggest difference, this episode is for you.

37분
7월 23일

Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?

In our midyear outlook, we break down some of the biggest factors driving markets in 2025 — tariffs, AI, and the potential for rate cuts — and attempt to help investors sift through the short-term noise while keeping a long-term perspective.

54분
6월 18일

International Stocks – A Portfolio’s Missing Piece?

As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of Simple, But Not Easy, host Nick VanDerSchie is joined by Morningstar’s Paul Tait and international equity portfolio manager Nabil Salem to explore why now may be the right time to take a fresh look at international diversification.

36분
5월 20일

Stay on Track Through Market Volatility—with Research, Not Reaction

When markets hit a rough patch—as they did in early April—investors often lose confidence. Emotions run high after paper losses, and that’s when many fall into the “ready, fire, aim” trap. Decisions become reactive, not disciplined. It’s common to see investors flee to cash or pivot to more conservative positions in an effort to feel safer. But more often than not, resisting that urge is the better path. In this episode of Simple, But Not Easy, we sit down with Morningstar’s Global Chief Research & Investment Officer, Dan Kemp, to explore how advisors can guide clients through uncertainty—not with bold predictions, but by remaining anchored to a clear investment philosophy.

43분
4월 7일

The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible

We explore the growing convergence between public and private markets and what it means for today’s investors. As private market strategies become more accessible, advisors and their clients are gaining new tools to diversify portfolios and pursue long-term growth. We break down what’s driving this shift, the opportunities and risks involved, and how financial professionals can help investors navigate this evolving landscape.

29분
2월 12일

Financial Advisors Take Back Time with AssetMark

Time is a financial advisor’s most valuable asset. As industry tailwinds push the profession toward greater client-centricity—and as clients demand more from their advisors—many are recognizing the benefits of outsourcing investment management. By doing so, they can focus on what truly drives their business: being in front of clients and strengthening relationships.

43분
2024. 12. 23.

2025 Outlook: Rotating Between Defense and Offense

Morningstar Wealth's Chief Investment Officer, Philip Straehl, and Head of Investments, Ricky Williamson share insights on the key themes shaping the investment landscape for 2025 and beyond.

38분
2024. 12. 06.

Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success

While presidential elections often create tension and leave many feeling on edge, the stock market didn’t share this level of apprehension. Remarkably, October was one of the least volatile months in history leading up to a presidential election. Although this might seem surprising, it’s not entirely unusual. Markets frequently display greater resilience than we might expect. However, it’s important to remember that volatility isn’t always synonymous with selloffs or down days. As Morningstar Wealth Chief Multi-Asset Strategist Dom Pappalardo recently explained during his podcast appearance on Simple, but Not Easy, market activity post-election highlights the varied forms volatility can take. In his role, Pappalardo focuses on helping clients understand how Morningstar's research efforts translate into actionable portfolio management decisions.

25분

모두 보기(129개)

4.3

최고 5점

83개의 평가

This is a very good show

5월 21일

Fun time to listen

I like how it discusses how to invest in what to do after you invest meaning don’t be jumpy and how to look at things I like that and I like the people that they have on their show
Great listen!

2021. 08. 31.

MATT@CYB

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!
ESG IS POISON

2022. 10. 09.

Kitowwcc

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
Where are the slides?

2022. 02. 13.

apple#4Me

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

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.