Simple, but Not Easy

125 Episodes

1. Advisor Profile: Kevin Schaefer Coaches Clients to Have a 'Simple Smile'

   Published: 6/29/2020
2. U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?

   Published: 6/15/2020
3. ‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World

   Published: 6/8/2020
4. Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?

   Published: 6/1/2020
5. Advisor Profile: Erik Bowman Moved Quickly to Adapt His Practice to COVID-19

   Published: 5/18/2020
6. Markets in Crisis: What Are Potential Implications for Inflation?

   Published: 5/11/2020
7. Markets in Crisis: Finding Income in Today's Markets

   Published: 4/27/2020
8. Markets in Crisis: What’s Important to Remember During Trying Times?

   Published: 4/20/2020
9. Markets in Crisis: Q1 Update and a Look Ahead

   Published: 4/13/2020
10. Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'

    Published: 4/7/2020
11. Markets in Crisis: Answering Advisors' Questions

    Published: 3/30/2020
12. Markets in Crisis: Our Long-Term, Valuation-Driven Views of Markets Today

    Published: 3/23/2020
13. To Annuitize or Not: New Research by David Blanchett

    Published: 3/16/2020
14. 20 Years of 'Tipping': What Investors Can Learn From Gladwell's Classic Book

    Published: 3/9/2020
15. Market Turbulence and Loss: Behaving Well When Markets Go Bad (Ep. 20 Rebroadcast)

    Published: 3/2/2020
16. Outlook 2020 Pt. 2: Finding Opportunities When Most Markets Are Overpriced

    Published: 2/24/2020
17. Outlook 2020, Pt. 1: Assessing the Aggregate Risk-for-Reward Picture

    Published: 2/10/2020
18. Is Dollar-Cost Averaging Irrational? Compared to What?

    Published: 2/3/2020
19. Helping Others: 2 Financial Advisors Share the Challenges and Joys of Their Practice

    Published: 1/27/2020
20. Picking Stocks for the Long Run: 4 Portfolio Managers Share Their Thoughts

    Published: 1/13/2020