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Mark LaMonica, CFA

Mark LaMonica, CFA

is Director of Personal Finance, Morningstar Australia.

Should you pay off your mortgage or invest?
Personal Finance
Should you pay off your mortgage or invest?
Our free tool can help investors decide if they should pay off their mortgage or invest.
4 income investing mistakes
Personal Finance
4 income investing mistakes
Avoiding these mistakes will increase your chances of success as an income investor. 
Are retirement assumptions about home ownership fundamentally flawed?
Personal Finance
Are retirement assumptions about home ownership fundamentally flawed?
We’ve assumed that people will enter retirement owning their home outright. Given increases in home prices is this a reality anymore?
How to define an investment strategy
Personal Finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Why I am an income investor
Personal Finance
Why I am an income investor
The critiques of dividend investing don’t hold up to scrutiny.
The three elements of a successful transition to retirement
Retirement
The three elements of a successful transition to retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
How to earn 1.7% more a year than the average investor
Personal Finance
How to earn 1.7% more a year than the average investor
Changing your investment approach can make a significant difference in returns over the long-term. 
Boosting investment income with a covered call strategy
Personal Finance
Boosting investment income with a covered call strategy
How to execute a covered call strategy and when it makes sense.
3 undervalued US growth shares with moats
Stocks
3 undervalued US growth shares with moats
Growth continues to capitivate investors but care should be taken to not overpay.
A checklist for valuing a share
Personal Finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes. 
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