All Episodes
Simple, but Not Easy — 135 episodes · page 1 of 2
Helping Financial Advisors Think Through Private Market Investing with Apollo's Lucy Xin
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia
Impacting One Million Lives with Savant Wealth CEO Brent Brodeski
Morningstar Wealth's 2026 Investment Outlook with Chief Investment Officer Philip Straehl
Where Did the Small Caps Go?
Advisor–Client Relationships Are Stronger When Goals Come First
Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?
International Stocks – A Portfolio’s Missing Piece?
Stay on Track Through Market Volatility—with Research, Not Reaction
The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible
Financial Advisors Take Back Time with AssetMark
2025 Outlook: Rotating Between Defense and Offense
Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success
Strange Times in the US Housing Market – Breaking it All Down
Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
Opportunity Awaits: A Midyear Outlook
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
U.S. Stocks: Beyond the Magnificent Seven
2024 Outlook: Economy, Inflation, Best Ideas, and AI
AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"
The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
Game-Changing Advisor Trends, With Cerulli and SMArtX
30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
What Actions Add Value in This Environment?
2023 Outlook: Inflation, Recession, Valuations, and Retirement
An Inside Look at Direct Indexing
“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
Latest Research on Stagflation & Market Impacts
Investing in Today's Volatile Markets: New Season, 100th Episode
Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far
Behavioral Science & Tips in Volatile Markets
Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast)
Our Insights on the Berkshire Hathaway Annual Shareholder Meeting
Investing Amidst Uncertainty
Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)
Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)
Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)
Fear of the Unknown: Inflation and Rising Rates
Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
Risk, Downside Protection, and the Goal Mindset
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Episode 50 Rebroadcast)
2022 Outlook
ESG in 2022: a Simple, but Not Easy Short
Easing Inflation Worries
Sizing up Risks and Opportunities in Chinese Equities
The Potential Impact of Corporate Tax Hikes on Equities
The Sustainability Stress Test
Our Global Convictions Following Q2 2021
2021 Inflation Insights
Global Energy Stocks: In Structural Decline or a Buying Opportunity?
Our Reactions: 2021 Berkshire Hathaway Annual Meeting
Our Investment Convictions: Searching for Select Opportunities
Will Consolidation Destroy Personalization for Financial Advisors?
We're Temporarily Moving to a Biweekly Cadence
Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast)
To Annuitize or Not? (Episode 35 Rebroadcast)
Rules as Tools: Using Heuristics to Help Empower Financial Success
South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
Demonstrating ESG Commitments for Advisors and Investors
GameStop, Reddit, & Robinhood vs. Investing for the Long Run
From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation
Our Investment Convictions: Finding Balance After a Significant Q4 Rebound
Pairing Portfolios With an Investor's Goals
Daniel Needham: How Changes in Active Management May Create Opportunities for Investors
Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing (Ep. 27 Rebroadcast)
Thinking in Bets (and About Biases): A Deep Dive into Using Behavioral Science Techniques in Investing (Ep. 6 Rebroadcast)
20 Years of 'Tipping': What Investors Can Learn From Gladwell's Classic Book (Ep. 34 Rebroadcast)
Please Take Our Short Survey
Opportunities in Equities
The Rise of Big Tech
Value Investing: Intelligent Investing Aims to Get More Than You Pay For (Ep. 16 Rebroadcast)
What Does Good Forecasting Look Like? (And Why Are Weather Forecasters So Good at It?)
How Should Investors Interpret the U.S. Election Returns?
The Election, the Economy, and the Road to Recovery
Our Investment Convictions: Why We’re Staying Off the Sidelines
Risk in 2020: How to Help Investors Succeed
Will Growth Stocks Outperform Value Forever?
The Election Cycle: What Really Matters to Investors?
Advisor Profile: For Ephie Coumanakos, Good Advice Is Personal Advice
Does ESG Investing Lead to Weaker Returns?
Investing in a Global Recession: Is This Time Different?
Ask the PM: Finding ‘Robust, Reliable, and Growing’ Dividends in Today’s Markets
Advisor Profile: From Yale to His Advice Practice, it’s All Hometown to John Caserta
Key Investing and Behavioral Messages for Advisor-Client Meetings
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
Advisor Profile: Kevin Schaefer Coaches Clients to Have a 'Simple Smile'
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?
Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19
Markets in Crisis: What Are Potential Implications for Inflation?
Markets in Crisis: Finding Income in Today's Markets
Markets in Crisis: What’s Important to Remember During Trying Times?
Markets in Crisis: Q1 Update and a Look Ahead
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'