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Simple, but Not Easy

Simple, but Not Easy

25 Episodes • By Morningstar • simple-but-not-easy.simplecast.c...
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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Simple, but Not Easy
Simple, but Not Easy
@simplebutnoteasy
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2023 Outlook: Inflation, Recession, Valuations, and Retirement
What are the positive client messages we can share l... more
Jan 3 2023 33m
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An Inside Look at Direct Indexing
Direct indexing is becoming a key addition to financ... more
Dec 22 2022 40m
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“Advisors Will Want to Run a More Profitable, Growing, Scalable, Practice” - Daniel Needham to Financial Advisors
Across the globe, the financial advice community con... more
Nov 21 2022 37m
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Latest Research on Stagflation & Market Impacts
Stagflation is now on the radar for financial adviso... more
Nov 1 2022 30m
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Investing in Today's Volatile Markets: New Season, 100th Episode
Investors can become confused in today’s challenging... more
Oct 17 2022 41m
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Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far
Stay tuned for our 100th episode up next! We are rei... more
Oct 4 2022 1h 3m
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Behavioral Science & Tips in Volatile Markets
"The most important quality for an investor is tempe... more
Aug 23 2022 25m
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Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
Getting personal might elicit nervousness, but why d... more
Jun 27 2022 36m
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What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast)
Good decisions are often built on good forecasts. Bu... more
Jun 13 2022 26m
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Our Insights on the Berkshire Hathaway Annual Shareholder Meeting
We present our thoughts on the recent Berkshire Hath... more
May 30 2022 55m
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Investing Amidst Uncertainty
We’ve got the same thing on our mind as the rest of ... more
May 16 2022 1h 3m
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Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)
Terry Hawkins, sales manager at Morningstar Investme... more
May 2 2022 31m
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Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)
In this episode, John Owens and Ryan Murphy talk abo... more
Apr 18 2022 28m
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Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)
In this rebroadcast of an episode from 2021, Paul Ar... more
Mar 21 2022 37m
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Fear of the Unknown: Inflation and Rising Rates
“The oldest and strongest emotion of mankind is fear... more
Mar 7 2022 53m
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Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
In this rebroadcast of an episode from 2020, we expl... more
Feb 21 2022 38m
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Risk, Downside Protection, and the Goal Mindset
Short-term worries versus long-term goals—which are ... more
Feb 8 2022 1h 1m
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Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Epis...
"[W]e can’t avoid the reality that we’re experiencin... more
Jan 25 2022 28m
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2022 Outlook
Rising Interest Rates. New COVID-19 variants. Inflat... more
Jan 11 2022 58m
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ESG in 2022: a Simple, but Not Easy Short
Environmental, social, and governance. More commonly... more
Dec 21 2021 20m
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Easing Inflation Worries
Inflation. It's showing up in headlines and in conve... more
Nov 30 2021 57m
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Sizing up Risks and Opportunities in Chinese Equities
China is a key talking point in the investment commu... more
Sep 27 2021 28m
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The Potential Impact of Corporate Tax Hikes on Equities
Changes in the corporate tax rate can have large, on... more
Sep 13 2021 38m
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The Sustainability Stress Test
ESG investing, which focusses on an investment’s env... more
Sep 7 2021 49m
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Our Global Convictions Following Q2 2021
With stocks reaching new highs and companies borrowi... more
Jul 28 2021 40m
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