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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... Read more

Ranked #1

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"The Largest Purchase Most Americans Will Ever Make": Researching the State of Retirement

"The Largest Purchase Most Americans Will Ever Make": Researching the State of Retirement

When you save and invest, most likely your biggest financial goal is retirement, a topic that can be daunting or even fr... Read more

12 Aug 2019

27mins

Ranked #2

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Dump the Dow: Why What You Pay Attention to Matters

Dump the Dow: Why What You Pay Attention to Matters

In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average ... Read more

16 Sep 2019

28mins

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Ranked #3

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Market Turbulence and Loss: Behaving Well When Markets Go Bad

Market Turbulence and Loss: Behaving Well When Markets Go Bad

Market losses can be upsetting. Aside from the pain of losing money, there’s something about it that just doesn’t feel r... Read more

28 Oct 2019

48mins

Ranked #4

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Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager

Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager

Is "outsourcing" a dirty word? Are managed money offerings all the same?Matt Radgowski and Peter Dugery share insights o... Read more

23 Sep 2019

32mins

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Ranked #5

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Some Like It Hot: Looking into the IPO Market

Some Like It Hot: Looking into the IPO Market

The market for initial public offerings, or IPOs, in the U.S. is hot, with household names like Lyft, Uber, and Pinteres... Read more

24 Jun 2019

42mins

Ranked #6

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Thinking in Bets, and About Biases: A Deep Dive into Using Behavioral Science Techniques in Investing

Thinking in Bets, and About Biases: A Deep Dive into Using Behavioral Science Techniques in Investing

Advisors and investors are hearing more and more about behavioral science and behavioral economics, essentially how our ... Read more

16 Jul 2019

26mins

Ranked #7

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Markets Quiz: Test Your Knowledge!

Markets Quiz: Test Your Knowledge!

Questions? Contact us at simple@morningstar.com.Learn more about Morningstar® Managed PortfoliosSM at mp.morningstar.com... Read more

16 Dec 2019

49mins

Ranked #8

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Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts

Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts

Four portfolio managers describe how they evaluate and select stocks for their concentrated portfolios.

13 Jan 2020

37mins

Ranked #9

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Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing

Theories, Crowds, Bubbles, & Bees: Daniel Needham on Contrarian Investing

Why might contrarian investing outperform, and how might an investor know when it's time to head in the opposite directi... Read more

6 Jan 2020

42mins

Ranked #10

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The Next Generation of Investors: A Conversation with Millennials

The Next Generation of Investors: A Conversation with Millennials

Millennials. Has a generation ever attracted so much attention from—or created so much angst within—the financial servic... Read more

29 Jul 2019

40mins

Ranked #11

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Red Dusk: Do Post-Rally Prices Call for Russian Bearishness?

Red Dusk: Do Post-Rally Prices Call for Russian Bearishness?

Take our markets quiz before Dec. 16! Follow this link now: https://bit.ly/36cXEo9 

9 Dec 2019

36mins

Ranked #12

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Not-So-Crude Markets: Energy Infrastructure and MLPs

Not-So-Crude Markets: Energy Infrastructure and MLPs

Like all investments, MLPs have risks investors should consider before making an investment decision. Those risks includ... Read more

22 Jul 2019

45mins

Ranked #13

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Talking Turkey: What We're Thankful for in 2019, and What We'd Be Thankful for in the Future, Pt. 1

Talking Turkey: What We're Thankful for in 2019, and What We'd Be Thankful for in the Future, Pt. 1

Ryan Murphy talks about why it's good to give thanks, and how it can make us better investors. Then Brian Huckstep, Dan ... Read more

18 Nov 2019

32mins

Ranked #14

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Talking Turkey: Pt. 2

Talking Turkey: Pt. 2

In part two of our giving-thanks episode, more members of our investment team share what they're thankful for, and what ... Read more

25 Nov 2019

35mins

Ranked #15

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Our Back-to-School Reading List (Part 2)

Our Back-to-School Reading List (Part 2)

While host Drew Carter is on sabbatical, producer Sammie Spector guest hosts a two-part series on top reading recommenda... Read more

26 Aug 2019

52mins

Ranked #16

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Bringing Their "A-Game": Advisors as Behavioral Coaches

Bringing Their "A-Game": Advisors as Behavioral Coaches

Today's episode explores what the role of financial advisors really entails. When you think about, did the role of 'beha... Read more

5 Aug 2019

17mins

Ranked #17

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Is Dollar-Cost Averaging Irrational? Compared to What?

Is Dollar-Cost Averaging Irrational? Compared to What?

Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Can... Read more

3 Feb 2020

31mins

Ranked #18

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Contrarian Ideas: Have Lower Oil Prices Made Energy Stocks Attractive?

Contrarian Ideas: Have Lower Oil Prices Made Energy Stocks Attractive?

On September 14, 2019, Saudi Arabian oil fields were attacked, leading to a spike in oil prices. But the spike quickly s... Read more

18 Oct 2019

46mins

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