Simple, but Not Easy

2023 Outlook: Inflation, Recession, Valuations, and Retirement


Listen Later

What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? The topics we’re discussing today align with the recent release of Morningstar Investment Management’s 2023 outlook titled “the positives of investing in this environment”. In today’s episode, I’m delighted to have Marta Norton and Philip Straehl with us to dig into the outlook, share their perspective, and as always, be sure to address the implications on client portfolios and any suggested actions to be taken.
...more
View all episodesView all episodes
Download on the App Store

Simple, but Not EasyBy Morningstar

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

81 ratings


More shows like Simple, but Not Easy

View all
Investing Insights by Morningstar

Investing Insights

490 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,178 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

296 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

589 Listeners

The Long View by Morningstar

The Long View

880 Listeners

Sound Investing by Paul Merriman

Sound Investing

338 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,542 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

Big Picture In Practice by Morningstar, Ben Johnson, Julie Willoughby

Big Picture In Practice

11 Listeners

On Investing by Charles Schwab

On Investing

281 Listeners

The Morning Filter by Morningstar

The Morning Filter

16 Listeners