Personal Finance News
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.
personal-finance
Preserving wealth through generations is hard
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
personal-finance
Future Focus: The best place to put your next dollar
When it comes down to it, there’s a limited number of decisions. Here’s a framework to get you going in the right direction.
personal-finance
Do you qualify as ‘rich’?
The ambiguous and wide ranging definitions of what it is to be rich shows the importance of setting goals.
personal-finance
Choosing a financial adviser
4 tips for helping with your search for a financial adviser.
personal-finance
Unconventional wisdom: With bubble talk pervasive is now the time to be an investing hero?
An email predicting Nvidia’s downfall shows the jittery state of investors.
personal-finance
How Warren Buffett thinks you can be a better investor
Some sage advice from the Oracle.
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