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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 with our best ideas to remove friction and help clients achieve goals.
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Ratings & Reviews
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4.3 stars from 81 ratings
ESG IS POISON
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“I know you have jumped into the leftist ESG effort, but there are many investors that will NEVER invest in any ESG funds. These funds do not perform well simply because they have a transgenger board member. These ridiculous ESG SCORES guarantee poor performance for companies that score well....”Read full review »
ultraman20* via Apple Podcasts ·
United States of America ·
10/09/22
Where are the slides?
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“Hard to imagine… After searching high and low on the podcast app, the morning star website, and YouTube, the slides that accompany the presentation are nowhere to be found. Nor is there any courtesy to provide listeners with any information on whether the slides are even available. Very difficult...”Read full review »
apple#4Me via Apple Podcasts ·
United States of America ·
02/13/22
Antiquated
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“Show is catered for retirees”
Havy09 via Apple Podcasts ·
United States of America ·
02/11/22
Recent Episodes
Much of the discussion around financial advice tends to be around asset allocation, product selection, and fund structures. These are all worthy conversations and topics we’ve enjoyed discussing previously on this show. But one topic that feels underexplored: how do advisors deliver financial...
Published 03/14/24
Published 03/14/24
The Magnificent Seven continue to capture the attention of advisors and investors, dominating U.S. equity performance over the last year. Will this trend continue throughout 2024? Will growth stocks continue to beat value? What about large versus small? And what is 2023's signal about where...
Published 02/06/24
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