Simple, but Not Easy

Latest Episodes:

Advisor Profile: Kevin Schaefer Coaches Clients to Have a 'Simple Smile' Jun 29, 2020

Show notes

Kevin Schaefer coaches clients to plan for the worst, and to be content. An obsession with money distorts smiley faces into ones with dollar-sign eyes and a squiggly mouth because it often leads to aggressive investing that's like being on a roller coaster. A smoother ride, he says, keeps "a simple smile on your face." Schaefer, a CFP and founder at Spirit West Certified Planning, LLC in Scottsdale, Arizona, says, "There aren't enough contrarians" paying attention to risks embedded in passive index-linked investments. "I'm hoping that trend (toward passive) will break and people will get back to basics." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last? Jun 15, 2020

Show notes

To view the slides for this episode, please click here. The slides will be available until July 22, 2020. After that date, please email simple@morningstar.com for access.

For more information about Morningstar Managed Portfolios, click here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World Jun 08, 2020

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Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance? Jun 01, 2020

Show notes

In this episode, we take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching in these unusual times. Guests, via a previously recorded webcast, are Daniel Needham, president and global CIO, and Ryan Murphy, head of decision sciences, at Morningstar Investment Management. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19 May 18, 2020

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Growing a financial planning practice can be challenging at the best of times. But what if you had to replace your in-person presentations and meet-and-greets with online events and marketing tools? In this episode, Erik Bowman talks about how he’s looking to attract new clients in a shelter-in-place COVID-19 world. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets in Crisis: What Are Potential Implications for Inflation? May 11, 2020

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Inflation has been tame for some time. But where will inflation go from here? Will the massive COVID-19-related stimulus by the Fed and the Treasury lead to higher inflation? Or will rocketing unemployment weaken inflation—in fact, is deflation a greater concern in the near term? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets in Crisis: Finding Income in Today's Markets Apr 27, 2020

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Income investors might despair in today's COVID-19-ravaged environment—the Federal Reserve has lowered cash rates to near zero, shuttered businesses can’t pay stock dividends, and defaults are expected to rise. Yet, our income-focused portfolio managers say their prospects for income have improved greatly since February. Marta Norton, head of outcome-based strategies, and Hong Cheng, associate portfolio manager, share where they see income opportunities in today's markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets in Crisis: What’s Important to Remember During Trying Times? Apr 20, 2020

Show notes

We continue our series of episodes based on webcasts, with this week looking at what messages advisors might share with clients to help them understand how today's market environment may affect their long-term financial goals. Guests are Morningstar Investment Management president and CIO Daniel Needham and head of decision sciences Ryan Murphy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets in Crisis: Q1 Update and a Look Ahead Apr 13, 2020

Show notes

Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on where they see opportunity in the days ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all' Apr 07, 2020

Show notes

Derek Notman writes the Love Your Finances blog. More information about Intrepid Wealth Partners and Conneqtor are found by clicking these links.

You can also click here to read Morningstar Investment Management's investment insights and learn more about and learn more about Morningstar Managed Portfolios.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.