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Simple, but Not Easy is a podcast about investing and behavioral science by Morningstar Investment Management LLC. Most shows focus on our asset class research, our principled approach to ma...
Savant Wealth founder and CEO Brent Brodeski shares the firm’s journey to $50 billion in assets under management. In short, compounding isn’...
Morningstar’s 2026 Investment Outlook is live, offering clear context on the forces that will shape the year ahead and beyond. If there’s on...
It used to be simple: small companies went public, grew, and investors participated along the way. Today, companies stay private longer, and...
In this episode of Simple But Not Easy, we’re joined by Ryan Murphy, Morningstar’s Global Head of Behavioral Insights, to explore how financ...
In our midyear outlook, we break down some of the biggest factors driving markets in 2025 — tariffs, AI, and the potential for rate cuts — a...
As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining mome...
When markets hit a rough patch—as they did in early April—investors often lose confidence. Emotions run high after paper losses, and that’s...
We explore the growing convergence between public and private markets and what it means for today’s investors. As private market strategies...
Time is a financial advisor’s most valuable asset. As industry tailwinds push the profession toward greater client-centricity—and as clients...
Morningstar Wealth's Chief Investment Officer, Philip Straehl, and Head of Investments, Ricky Williamson share insights on the key themes sh...
While presidential elections often create tension and leave many feeling on edge, the stock market didn’t share this level of apprehension....
Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordabilit...
Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode...
A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Will...
The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driv...
Much of the discussion around financial advice tends to be around asset allocation, product selection, and fund structures. These are all wo...
The Magnificent Seven continue to capture the attention of advisors and investors, dominating U.S. equity performance over the last year. Wi...
The topics we're discussing today align with the recent release of Morningstar Wealth's 2024 Market Outlook. A recession seemed to be the co...
A lot has already been said about the potential of artificial intelligence, or AI, but how are people actually engaging with it? And how sho...
Financial technology is going through a new wave of change, with artificial intelligence – or AI – taking the world by storm. But the wealth...
The need for great financial advice continues to grow, with a landscape we haven’t witnessed in 15 years. So, what does BlackRock, the world...
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The complexity of operating a successful financial advice practice continues to grow and significant challenges still exist in operating an...
Warren Buffet readily admits “I make many mistakes” when referencing his own investment portfolio. This begs the question, where does that l...
What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make...
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stoc...
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Stagflation is now on the radar for financial advisors and the investors they serve. At the same time, our latest research shows that invest...
Investors can become confused in today’s challenging climate, and understandably so. It can be difficult for advisors and investors of all t...
Stay tuned for our 100th episode up next! We are reinvigorating the podcast going forward, seeking to equip financial advisors with ideas to...
"The most important quality for an investor is temperament, not intellect". Investing is therefore a matter of good behavior. So what behavi...
Getting personal might elicit nervousness, but why does it seem so antithetical to investing? We explore personalization and customization i...
Good decisions are often built on good forecasts. But forecasting is hard, in part because it requires us to be aware of both what we know a...
We present our thoughts on the recent Berkshire Hathaway conclave. Mr. Buffett and Mr. Munger discussed their firm’s ups and downs and weigh...
We’ve got the same thing on our mind as the rest of the market—uncertainty. What’s going to happen? Why? When? And what should we do about i...
Terry Hawkins, sales manager at Morningstar Investment Management and Paul Kaplan, research director for Morningstar Canada, discuss dollar-...
In this episode, John Owens and Ryan Murphy talk about why price-weighted indexes like the Dow Jones Industrial Average can be distracting t...
In this rebroadcast of an episode from 2021, Paul Arnold and Dan Kemp discuss how advisors can better understand why ESG is important to a c...
“The oldest and strongest emotion of mankind is fear,” author H.P. Lovecraft once wrote. “And the oldest and strongest kind of fear is fear...
In this rebroadcast of an episode from 2020, we explore why advisors might change the focus of annual meetings to progress updates with Ryan...
Short-term worries versus long-term goals—which are guiding your investment decisions? If you’ve done your homework and you’ve given careful...
"[W]e can’t avoid the reality that we’re experiencing and probably will continue to experience stress, uncertainty, and change. But the ques...
Rising Interest Rates. New COVID-19 variants. Inflationary pressures. Those and other factors are on the minds of investors as we head into...
Environmental, social, and governance. More commonly called ESG, it used to be seen in many parts of the investment world as a niche special...
Inflation. It's showing up in headlines and in conversations between everyone from political pundits to investment professionals and clients...
China is a key talking point in the investment community today, as a regulatory crackdown has spooked markets. Chinese regulators have targe...
Changes in the corporate tax rate can have large, one-time effects on a company’s financial statements. Michael Budzinski, Senior Investment...
ESG investing, which focusses on an investment’s environmental, social, and governance impact or risk, has grown immensely in recent years,...
With stocks reaching new highs and companies borrowing at historically low rates, broad markets offer limited upside. So how should investor...
As more of the US reopens and people begin to return to their normal routines we’ve seen a disconnect between supply and demand, and many ar...