About this episode

The episode discusses model portfolios, their benefits, and the risks associated with new investment options being introduced by firms like Morningstar.

What exactly is a model portfolio—and should you trust one with your retirement? Tom and Don explain why professionally designed model portfolios can improve consistency and reduce advisor bias, but also why investors should be wary as firms like Morningstar begin adding private equity, private credit, and other alternative investments to traditional portfolios. 00:12 What is a model portfolio? 02:11 Why advisors should use investment models 03:31 Morningstar’s new private market portfolios 0...

People in this episode

Host: Don McDonald

Guest: Tom

Topics covered

• model portfolio
• investment models
• private equity
• private credit
• advisor bias

Keywords

• model portfolio
• investment models
• Morningstar
• private equity
• advisor bias

Mentioned in this episode

Organizations: Morningstar

More episodes of Talking Real Money - Investing Talk

• Chasing Returns, Catching Losses · July 21, 2026 · 28 min
• Less Means Paying More · July 21, 2026 · 36 min
• Q&A Overload · July 17, 2026 · 29 min
• Information Overload · July 15, 2026 · 33 min
• Old Dad, Young Kid? · July 14, 2026 · 27 min
• Three Ways to Wealth · July 13, 2026 · 30 min

Explore listener stats, chart rankings, contacts and more on the Talking Real Money - Investing Talk podcast page.