Personal Finance News
personal-finance
Morningstar’s best of 2025
The most popular reads of the year. Add these resources to your summer reading and listening list.
personal-finance
Unconventional wisdom: Top articles for the year
My five favourite articles from 2025.
personal-finance
Young & Invested: Is it time to rotate into bonds?
Turbulent times reignite interest in defensive assets but investors may sabotage their future.
personal-finance
Why too much choice is making you a worse investor
Are you a maximiser or a satisficer?
personal-finance
Unconventional wisdom: Will the Australian market outperform the US?
Making trade-offs between two different markets.
personal-finance
Christmas gifts for investors
In the annual Christmas episode of Investing Compass, Shani and Mark exchange gifts, run through some gifts for investors and a few dividend picks for 2026.
personal-finance
What will be your legacy?
As we get older, many of us start to think about how we’ll be remembered by those left behind. That may not be the best way to ensure that you live life well and leave loved ones in good stead.
personal-finance
Future Focus: The best Christmas gift for an investor
Give yourself the best gift - use the time to get 2026 off on the right foot.
personal-finance
9 winning investment strategies
There are many ways to invest in stocks, but some strategies are more effective than others.
personal-finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
personal-finance
Unconventional wisdom: Troubling environment for returns predicted
Are lower returns a mathematical certainty?
personal-finance
3 charts that unlock the secrets to building wealth
All it takes is a basic understanding of the power of compounding, patience and perseverance
personal-finance
6 books to add to your Summer Reading List
Here’s what we’ve been reading at Morningstar.
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