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Please stay tuned for important disclosure information at the conclusion of this episode.

Hi, and welcome to the Longview, a new podcast from Morningstar.

I'm Jeff Patak, Global Director of Manager

Research for Morningstar Research Services. And I'm Christine Ben's, Director of Personal Finance for Morningstar.

Every week on this podcast, we'll have an in-depth conversation with an influential person in the realm of money and investing.

Our guest for the inaugural episode of this podcast is noted author and

advisor William Bernstein. Bill's background and entree to the field of finance is unique.

A neurologist by training Bill Self taught himself the principles of investing in asset allocation,

eventually parlaying that knowledge into a successful financial advisory practice in a series of influential

critically acclaimed books such as the intelligent asset allocator. In this conversation,

we'll explore Bill's background and how it shaped his development in thinking as an investor.

We'll also talk about how he applies those lessons in working with clients who are trying to

meet goals like a comfortable, secure

retirement. Bill, thank you so much for being here.

It's my pleasure.

Bill, I think your story may be familiar to many of our listeners, but maybe we should start

...