Simple, but Not Easy

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.

Stay on Track Through Market Volatility—with Research, Not Reaction
May 20, 2025 – 00:43:23
The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible
Apr 7, 2025 – 00:29:08
Financial Advisors Take Back Time with AssetMark
Feb 12, 2025 – 00:43:25
2025 Outlook: Rotating Between Defense and Offense
Dec 23, 2024 – 00:38:28
Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success
Dec 6, 2024 – 00:25:04
Strange Times in the US Housing Market – Breaking it All Down
Oct 29, 2024 – 00:33:36
Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
Sep 30, 2024 – 00:31:53
Opportunity Awaits: A Midyear Outlook
Jul 16, 2024 – 00:33:03
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
May 7, 2024 – 00:31:32
Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
Mar 14, 2024 – 00:41:08
U.S. Stocks: Beyond the Magnificent Seven
Feb 6, 2024 – 00:28:33
2024 Outlook: Economy, Inflation, Best Ideas, and AI
Dec 8, 2023 – 00:48:50
AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"
Nov 2, 2023 – 00:42:56
The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz
Jul 11, 2023 – 00:32:30
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
Jun 7, 2023 – 00:28:03
Game-Changing Advisor Trends, With Cerulli and SMArtX
May 9, 2023 – 00:40:57
30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Apr 6, 2023 – 00:39:10
What Actions Add Value in This Environment?
Mar 3, 2023 – 00:37:46
2023 Outlook: Inflation, Recession, Valuations, and Retirement
Jan 3, 2023 – 00:33:49
An Inside Look at Direct Indexing
Dec 22, 2022 – 00:40:39
“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
Nov 21, 2022 – 00:37:58
Latest Research on Stagflation & Market Impacts
Nov 1, 2022 – 00:30:52
Investing in Today's Volatile Markets: New Season, 100th Episode
Oct 17, 2022 – 00:41:17
Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far
Oct 4, 2022 – 01:03:17
Behavioral Science & Tips in Volatile Markets
Aug 23, 2022 – 00:25:32
Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
Jun 27, 2022 – 00:36:42
What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast)
Jun 13, 2022 – 00:26:12
Our Insights on the Berkshire Hathaway Annual Shareholder Meeting
May 30, 2022 – 00:55:41
Investing Amidst Uncertainty
May 16, 2022 – 01:03:17
Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)
May 2, 2022 – 00:31:07
Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)
Apr 18, 2022 – 00:28:21
Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)
Mar 21, 2022 – 00:37:51
Fear of the Unknown: Inflation and Rising Rates
Mar 7, 2022 – 00:53:11
Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
Feb 21, 2022 – 00:38:42
Risk, Downside Protection, and the Goal Mindset
Feb 8, 2022 – 01:01:49
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Episode 50 Rebroadcast)
Jan 25, 2022 – 00:28:19
2022 Outlook
Jan 11, 2022 – 00:58:03
ESG in 2022: a Simple, but Not Easy Short
Dec 21, 2021 – 00:20:02
Easing Inflation Worries
Nov 30, 2021 – 00:57:02
Sizing up Risks and Opportunities in Chinese Equities
Sep 27, 2021 – 00:28:05
The Potential Impact of Corporate Tax Hikes on Equities
Sep 13, 2021 – 00:38:04
The Sustainability Stress Test
Sep 7, 2021 – 00:49:06
Our Global Convictions Following Q2 2021
Jul 28, 2021 – 00:40:18
2021 Inflation Insights
Jul 12, 2021 – 00:59:38
Global Energy Stocks: In Structural Decline or a Buying Opportunity?
Jun 28, 2021 – 00:30:14
Our Reactions: 2021 Berkshire Hathaway Annual Meeting
Jun 14, 2021 – 00:53:25
Our Investment Convictions: Searching for Select Opportunities
May 10, 2021 – 00:33:16
Will Consolidation Destroy Personalization for Financial Advisors?
Apr 26, 2021 – 00:30:40
We're Temporarily Moving to a Biweekly Cadence
Apr 19, 2021 – 00:01:03
Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
Apr 12, 2021 – 00:20:08

Recent Reviews

Fun time to listen

This is a very good show

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
Kitowwcc

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
Havy09

Antiquated

Show is catered for retirees
texex46

Outer Limits Episode?

Good grief! Are you talking to someone on Mars? Or is this an Outer Limits Episode 89 communicating with another dimension? The UK too far? With today’s technology surely you can get better sound quality? No? Sad…
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!