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Learn to invest

Morningstar believes that knowledge is the foundation of independence. We empower individuals to take control of their financial life through a number of resources to assist with learning foundational and advanced investment concepts.

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Discover new investments

Morningstar provides a variety of ways that you can discover new investments including screening tools, reports on our top rated investment ideas and model portfolios.

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Evaluate investments

As a leading independent provider of investment research, Morningstar provides our subscribers with support in assessing new investment ideas, reviewing current portfolio holdings and / or validating third-party advice.

Track

Track and monitor your investments

Avoidance is the one financial strategy that is guaranteed to fail. We have the tools, commentary and insights to allow our subscribers to stay on top of their investment portfolios.

Learn from the best

Time will tell if the country and its politics really changed over the weekend. Regardless of whether Albanese hits a snag, there's a lot to love about our electoral process and the democracy sausage.

When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. A step-by-step guide to taking control.

The bearish sentiment in markets is rubbing off on investors.

These six steps can help you take back control in uncertain times.

 

Always remember to go beyond the label, stick to your investing guns (and goals) and consolidate those super accounts.

When interest rates go up, interest-sensitive stocks go down, We explain why.

The pandemic and war in Europe were shocks to an already creaking oil market.

Depending on your last pay rise you may have little to fear from rising prices.

We kick off a new series on rising prices for a series of staples and whether they're likely to increase.

Russia's Ukraine invasion poses potent risks to life and limb, and the financial fallout highlights what can happen when several other types of risk combine.

After suffering through enough bad experiences, young people will speculate less and invest more.

UK editor Ollie Smith had a nasty brush with a sophisticated scam, and was only saved from it when a colleague stepped in.

We need to find a middle ground between high-priced financial advice and unlicensed investment conversations on Tik Tok, writes Emma Rapaport.

Here’s why this important bond market indicator is flashing a warning sign.

Cash handouts, winners from the infrastructure splurge and warnings that spending could accelerate the start of interest rate hikes.

Headline inflation is spiking but it doesn't tell the full story with some households disappropriately affected. Here's how to calculate your own personalised inflation rate.

Digital images are worth more than a thousand words. In fact, they could be worth millions. Or nothing at all...

Seven tips for cutting fuel use and finding cheaper petrol as Russia's invasion of Ukraine sends energy markets soaring.

Not all decisions are number-driven. The right answer might involve a bit of introspection.

"If one does not know to which port one is sailing, no wind is favourable." - Seneca.

There's a lot to think about with this wild card, if you can even call it that.

We've surveyed Morningstar's editors and experts to ask them what their mothers taught them about money, and there are plenty of interesting and powerful lessons.

International Women’s Day wasn’t all doom and gloom, but beyond the warm words lay plenty of very serious questions about what it means to live and work as a woman.

As women gain wealth, advisers must prepare to serve them.

Your market downturn and volatility questions, answered.

A field guide to the key risks for investors in stocks, bonds, and yes, cash.

In an already bumpy year, Russia's attack on Ukraine fuels inflation fears and puts investors on edge.

Improving upon the common practice is easier said than done.

With rates on the move, here's how to assess your stock, bond, and cash holdings.

As western governments advise citizens to leave Ukraine, we consider how investors can ride out geopolitical events involving conflict.

Morningstar columnist John Rekenthaler looks at the long history of experts proclaiming the death of the 60/40 portfolio 

You need to find the balance between risk tolerance and a good night's sleep.

Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.

Isaac Newton lost a fortune on the stock market, you don’t have to.

Especially during market downturns, ticking off these jobs can provide certainty, highlight areas you need to tighten up or even distract from unhelpful activities.

Watch for concentration risk in sectors and companies, and know the underlying assets in case liquidity is needed.

Savers face huge pressure to set meaningful financial goals, but Morningstar research shows there is a gap between what investors think they want and what is actually relevant to them.

Three suggestions for decluttering your holdings.

Businesses exploit the psychological processes that people go through when they decide to buy something, but does the US research work when faced with "traditional hard-bitten, no-bullshit Australian scepticism"?

Follow these eight steps to an improved, streamlined and more tax-efficient portfolio.

A rout in tech stocks triggered by Beijing's crackdown has investors' eyes on China.

And four ways that it's having a broader impact on the world.

From the Archives: Learning from the school of hard knocks.

Want to get smarter about investing? Check out some of these books.

Long gone is the time when investing was finding traditional value stocks making profits.

Morningstar staff recommend a lineup of summer reading covering topics such as leadership, politics, economics, investing and psychology.

In six easy steps. 

If it's been a while since you last looked at your portfolio weightings, you may need to make some adjustments.

I prefer not to make market forecasts but I need to take personal investment decisions. I'm expecting a stockmarket fall in 2022 as central banks tighten policies but the mainstays in my portfolio will not be sold.

Adults have proven themselves untrustworthy when it comes to educating kids about cash. Is there anyone out there with a decent (and scalable) plan?

From the hundreds of survey responses, we will select them in blocks of 100 over several weeks to help manage your time. There are consistent themes in here from decades of mistakes and successes.

A surprisingly high percentage of our survey respondents believe 'This Time is Different'.

Even sophisticated investors can fall prey to scams that impersonate major fund managers.

Many of our readers possess decades of investment experience; please share your long-term lessons with those starting out.

Young wealthy investors betting the farm on cryptocurrencies, IPOs and startups are testing the limits of traditional financial advice.

Read the warning signs because if it sounds too good to be true, it probably is.

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The Morningstar Investor

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Morningstar Guide to Financial Advice

"Where are the customers' yachts?" Fred Schwed once famously asked. Our latest guide identifies the value that good financial advice can provide and ways investors can unlock that value – whether they choose to use an adviser or not.

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Morningstar Income Investing Guide

Discover trusted strategies to pick the right securities and build a successful income investing portfolio in this comprehensive guide. Take advantage of Morningstar's leading research trusted by millions of investors worldwide.

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Morningstar Portfolio Construction Guide

Based on our 33 years of expertise, the exclusive Prem Icon Morningstar Portfolio Construction Guide shares a powerful 4-step framework to build a robust portfolio and select the highest rated investments to help you achieve your financial goals.

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Video

Morningstar's Year in Review 2021 Building investment portfolios in a low interest rate environment Considering crypto? Here's what to think about
Morningstar's Year in Review 2021 Building investment portfolios in a low interest rate environment Considering crypto? Here's what to think about
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