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PODCAST

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.

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All Episodes

00:26:57

Does ESG Investing Lead to Weaker Returns?

Simple, but Not Easy ·

2020/08/31

To download the slides mentioned in this episode, click here or send us an email at simple@morningstar.com.

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00:38:19

Investing in a Global Recession: Is This Time Different?

Simple, but Not Easy ·

2020/08/10

Global stock markets this year have gone through a dramatic sell-off and recovery in record time. Perhaps more importantly, we’ve seen a significant decline in economic activity since February, likely marking the onset of a recession. In this episode, Daniel Needham and Philip Straehl look at past recessions and compare them with the current environment. We consider what past market recoveries have looked like and discuss how our investment team is considering these lessons from the past to uncover

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00:27:53

Ask the PM: Finding ‘Robust, Reliable, and Growing’...

Simple, but Not Easy ·

2020/08/03

George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.

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00:25:38

Advisor Profile: From Yale to His Advice Practice,...

Simple, but Not Easy ·

2020/07/27

John Caserta grew up in North Haven, Conn., where he’s now a Chartered Financial Consultant and managing director at Caserta & de Jongh LLC. His second office is in New Haven, home to his alma mater, Yale, where he studied Italian and played trumpet in concert and jazz bands. His frequent media appearances and alumni connections are helping him grow his practice. Listen to hear Caserta share the most underrated piece of financial advice.

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00:38:42

Key Investing and Behavioral Messages for...

Simple, but Not Easy ·

2020/07/20

Find slides referred to in this episode at https://morningstaronline-my.sharepoint.com/:b:/g/personal/drew_carter_morningstar_com/ERJNlLpWN0xItcK6zzHH7-8BSz2imrSKymOTc-3U7Bqc8A?e=OmDV7c

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00:28:19

Overconfident? Cognitively Rigid? How Investors Can...

Simple, but Not Easy ·

2020/07/13

Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.

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00:38:32

Advisor Profile: Kevin Schaefer Coaches Clients to...

Simple, but Not Easy ·

2020/06/29

Kevin Schaefer coaches clients to plan for the worst, and to be content. An obsession with money distorts smiley faces into ones with dollar-sign eyes and a squiggly mouth because it often leads to aggressive investing that's like being on a roller coaster. A smoother ride, he says, keeps "a simple smile on your face." Schaefer, a CFP and founder at Spirit West Certified Planning, LLC in Scottsdale, Arizona, says, "There aren't enough contrarians" paying attention to risks embedded in passive

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00:39:58

U.S. vs. International Stocks: Will Next Decade’s...

Simple, but Not Easy ·

2020/06/15

To view the slides for this episode, please click here. The slides will be available until July 22, 2020. After that date, please email simple@morningstar.com for access.For more information about Morningstar Managed Portfolios, click here.

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00:32:46

‘Essential Businesses’: Managing Focused Stock...

Simple, but Not Easy ·

2020/06/08

Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.

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00:23:56

Is This Rebound for Real? And Is Now a Good Time to...

Simple, but Not Easy ·

2020/06/01

In this episode, we take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching in these unusual times. Guests, via a previously recorded webcast, are Daniel Needham, president and global CIO, and Ryan Murphy, head of decision sciences, at Morningstar Investment Management.

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00:27:13

Advisor Profile: Erik Bowman Moved Quickly to Adapt...

Simple, but Not Easy ·

2020/05/18

Growing a financial planning practice can be challenging at the best of times. But what if you had to replace your in-person presentations and meet-and-greets with online events and marketing tools? In this episode, Erik Bowman talks about how he’s looking to attract new clients in a shelter-in-place COVID-19 world.

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00:23:12

Markets in Crisis: What Are Potential Implications...

Simple, but Not Easy ·

2020/05/11

Inflation has been tame for some time. But where will inflation go from here? Will the massive COVID-19-related stimulus by the Fed and the Treasury lead to higher inflation? Or will rocketing unemployment weaken inflation—in fact, is deflation a greater concern in the near term?

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00:34:46

Markets in Crisis: Finding Income in Today's Markets

Simple, but Not Easy ·

2020/04/27

Income investors might despair in today's COVID-19-ravaged environment—the Federal Reserve has lowered cash rates to near zero, shuttered businesses can’t pay stock dividends, and defaults are expected to rise. Yet, our income-focused portfolio managers say their prospects for income have improved greatly since February. Marta Norton, head of outcome-based strategies, and Hong Cheng, associate portfolio manager, share where they see income opportunities in today's markets.

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00:29:20

Markets in Crisis: What’s Important to Remember...

Simple, but Not Easy ·

2020/04/20

We continue our series of episodes based on webcasts, with this week looking at what messages advisors might share with clients to help them understand how today's market environment may affect their long-term financial goals. Guests are Morningstar Investment Management president and CIO Daniel Needham and head of decision sciences Ryan Murphy.

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00:33:08

Markets in Crisis: Q1 Update and a Look Ahead

Simple, but Not Easy ·

2020/04/13

Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on where they see opportunity in the days ahead.

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00:44:59

Advisor Profile: How Has COVID-19 Affected Derek...

Simple, but Not Easy ·

2020/04/07

Derek Notman writes the Love Your Finances blog. More information about Intrepid Wealth Partners and Conneqtor are found by clicking these links.You can also click here to read Morningstar Investment Management's investment insights and learn more about and learn more about Morningstar Managed Portfolios.

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00:52:30

Markets in Crisis: Answering Advisors' Questions

Simple, but Not Easy ·

2020/03/30

Daniel Needham, president and global chief investment officer at Morningstar Investment Management, discusses the recent stimulus and unemployment announcements, as well as asset class views--both going into the market crisis and as of the day of recording (March 26, 2020). Then Daniel and Alex Riedel, portfolio specialist at Morningstar Investment Management, answer questions from the webinar audience.

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00:19:12

Markets in Crisis: Our Long-Term, Valuation-Driven...

Simple, but Not Easy ·

2020/03/23

Daniel Needham and Andrew Lill share their views on markets, the economy, and how we're dealing with the crisis brought on by the novel coronavirus. Also, Ryan Murphy on how to keep clients calm amid market declines. Needham is president and global CIO, Lill is Americas CIO, and Murphy is head of decision sciences, all at Morningstar Investment Management.

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00:26:17

To Annuitize or Not: New Research by David Blanchett

Simple, but Not Easy ·

2020/03/16

Should retirees buy annuities to insure a steady stream of income? Few products are as polarizing among financial advisors than annuities, but certainly they have a place in the retirement picture for some individuals. In this episode, we look at new research by David Blanchett that may help advisors decide when a client should annuitize or not. Blanchett is head of retirement research at Morningstar Investment Management.

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00:55:08

20 Years of 'Tipping': What Investors Can Learn From...

Simple, but Not Easy ·

2020/03/09

In "The Tipping Point," author Malcolm Gladwell looks at how ideas can spread like viruses. Citing psychological studies and using many examples, Gladwell shows how people, environments, and changes in an idea itself can lead to explosive growth in popularity. In this episode, Jarred Watts considers how the ideas in this book, which turned 20 years old in February, apply to investing. Watts is a client portfolio manager at Morningstar Investment Management, where he also leads the investment team's

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131 results

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