Helping Financial Advisors Think Through Private Market Investing with Apollo's Lucy Xin
Private markets were once the exclusive playground of institutions and ultra-high-net-worth investors. That's changing. Where's the puck pot...
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Simple, but Not Easy
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...
Episodes
20 of 135 episodesRule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’...
Solving Financial Advisors’ Organic Growth Problem with FINNY Founder Eden Ovadia
FINNY founder Eden Ovadia shares how the firm is tackling one of financial advice’s biggest challenges: organic growth. Advisors can spend u...
Impacting One Million Lives with Savant Wealth CEO Brent Brodeski
Savant Wealth founder and CEO Brent Brodeski shares the firm’s journey to $50 billion in assets under management. In short, compounding isn’...
Morningstar Wealth's 2026 Investment Outlook with Chief Investment Officer Philip Straehl
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...
Where Did the Small Caps Go?
It used to be simple: small companies went public, grew, and investors participated along the way. Today, companies stay private longer, and...
Advisor–Client Relationships Are Stronger When Goals Come First
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...
Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?
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...
International Stocks – A Portfolio’s Missing Piece?
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...
Stay on Track Through Market Volatility—with Research, Not Reaction
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...
The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible
We explore the growing convergence between public and private markets and what it means for today’s investors. As private market strategies...
Financial Advisors Take Back Time with AssetMark
Time is a financial advisor’s most valuable asset. As industry tailwinds push the profession toward greater client-centricity—and as clients...
2025 Outlook: Rotating Between Defense and Offense
Morningstar Wealth's Chief Investment Officer, Philip Straehl, and Head of Investments, Ricky Williamson share insights on the key themes sh...
Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success
While presidential elections often create tension and leave many feeling on edge, the stock market didn’t share this level of apprehension....
Strange Times in the US Housing Market – Breaking it All Down
Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordabilit...
Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
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...
Opportunity Awaits: A Midyear Outlook
A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Will...
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driv...
Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
Much of the discussion around financial advice tends to be around asset allocation, product selection, and fund structures. These are all wo...
U.S. Stocks: Beyond the Magnificent Seven
The Magnificent Seven continue to capture the attention of advisors and investors, dominating U.S. equity performance over the last year. Wi...