Simple, but Not Easy

By Morningstar

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... more

4.3

7979 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Simple, but Not Easy:

How many episodes does Simple, but Not Easy have?

The podcast currently has 140 episodes available.

Simple, but Not Easy episodes:

April 26, 2021 Will Consolidation Destroy Personalization for Financial Advisors?
Slides for this episode are available here, or by emailing us at [email protected].
...more
31min
April 19, 2021 We're Temporarily Moving to a Biweekly Cadence
We'll have a new episode next week, then every other week for a temporary period. Thanks for listening!
...more
2min
April 12, 2021 Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
Stocks have generally roared back from their pandemic lows about a year ago. But what about income? Many dividends were cut when COVID-19 shuttered businesses and kept us at home. What’s the outlook for dividend investors now that stock prices have rebounded?
George Metrou, portfolio manager for the Dividend Select Equity Portfolios at Morningstar Investment Management, shares his thoughts on managing through the pandemic, and on the current landscape and his outlook for dividend-paying stocks.
...more
21min
April 05, 2021 Is Dollar-Cost Averaging Irrational? Compared to What? (Ep. 30 Rebroadcast)
While we're off for spring break, we're reprising this episode featuring Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada. They discuss dollar-cost averaging, or the practice of investing slowly over time instead of in one lump sum. Research by Kaplan and others show that dollar-cost averaging might be expected to underperform a lump-sum approach. But what if it's what gets an investor into the markets?
...more
32min
March 29, 2021 To Annuitize or Not? (Episode 35 Rebroadcast)
While we're off for spring break, we're revisiting this episode that considers whether and when retirees should buy annuities to insure a steady stream of income, based on David Blanchett's research at the time of original airing. 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 Blanchett's research, which may help advisors decide when a client should annuitize or not, as well as a way savers can self-annuitize.
Blanchett is head of retirement research at Morningstar Investment Management.
...more
27min
March 22, 2021 Rules as Tools: Using Heuristics to Help Empower Financial Success
Click here to download the slides for this episode, or email us at [email protected].
...more
28min
March 15, 2021 South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
In this episode, Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently.
Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity.
Gary Lyons is a portfolio manager on the Asset Allocation team at Morningstar Investment Management LLC, as well as co-lead on active-passive portfolios.
And Nabil Salem is an Associate Portfolio Manager on the Asset Allocation team, as well as the global asset class lead for emerging markets stocks at Morningstar Investment Management.
...more
31min
March 08, 2021 Demonstrating ESG Commitments for Advisors and Investors
Slides for this episode may be found here or by emailing [email protected].
...more
38min
March 01, 2021 GameStop, Reddit, & Robinhood vs. Investing for the Long Run
Read more from Morningstar Investment Management at mp.morningstar.com, including John Owens' article on the subject of this episode here. And find articles from David Whiston, Steve Wendel, and many more at morningstar.com.
...more
35min
February 22, 2021 From 'the Ibbotson Chart' to Popularity: Lessons Learned From 5 Decades of Asset Allocation
To read articles, watch videos, and learn more about Morningstar Investment Management, go to mp.morningstar.com.
...more
37min

FAQs about Simple, but Not Easy:

How many episodes does Simple, but Not Easy have?

The podcast currently has 140 episodes available.

More shows like Simple, but Not Easy

WEALTHTRACK by Consuelo Mack

WEALTHTRACK

267 Listeners

Investing Insights by Morningstar

Investing Insights

478 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

426 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

742 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

299 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

541 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

176 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

554 Listeners

The Long View by Morningstar

The Long View

859 Listeners

Sound Investing by Paul Merriman

Sound Investing

327 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,529 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

Barron's Live by Barron's Live

Barron's Live

192 Listeners

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

Big Picture In Practice

11 Listeners

On Investing by Charles Schwab

On Investing

228 Listeners

The Morning Filter by Morningstar

The Morning Filter

16 Listeners