Simple, but Not Easy

125 Episodes

1. The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible

   Published: 7/04/2025
2. Financial Advisors Take Back Time with AssetMark

   Published: 12/02/2025
3. 2025 Outlook: Rotating Between Defense and Offense

   Published: 23/12/2024
4. Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success

   Published: 6/12/2024
5. Strange Times in the US Housing Market – Breaking it All Down

   Published: 29/10/2024
6. Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl

   Published: 30/09/2024
7. Opportunity Awaits: A Midyear Outlook

   Published: 16/07/2024
8. Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital

   Published: 7/05/2024
9. Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

   Published: 14/03/2024
10. U.S. Stocks: Beyond the Magnificent Seven

    Published: 6/02/2024
11. 2024 Outlook: Economy, Inflation, Best Ideas, and AI

    Published: 8/12/2023
12. AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"

    Published: 2/11/2023
13. The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz

    Published: 11/07/2023
14. BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar

    Published: 7/06/2023
15. Game-Changing Advisor Trends, With Cerulli and SMArtX

    Published: 9/05/2023
16. 30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations

    Published: 6/04/2023
17. What Actions Add Value in This Environment?

    Published: 3/03/2023
18. 2023 Outlook: Inflation, Recession, Valuations, and Retirement

    Published: 3/01/2023
19. An Inside Look at Direct Indexing

    Published: 22/12/2022
20. “Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors

    Published: 21/11/2022