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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.

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.

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 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

Sustainable investing can have an impact on corporate behaviour and make you a better investor.

You're not irrational. Your mental math is skewed.

Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success?

Time is limited and information overwhelming. Shortcuts and rules of thumb can help in life--and investing.

Be sure you set a plan and don't let emotions steer you off course.

You've opened an brokerage account, but now you need to fill it. We help you get started.

Selling shares in companies can be used for short-term profit or to balance risk in a fund manager's portfolio.

As the world frets over the inverted yield curve and the ominous warning of a global recession, it’s worth examining how fixed interest, and bonds in particular, work.

The ins and outs (or rather, ups and downs) of the yield curve, as explained by Morningtar's director of investor education.

Reporting season can feel like a rollercoaster ride. Emma Rapaport's latest Investing Basics article tells you important things you need to know to get through the month.

Tips on getting the most bang for your investment dollars when you're just starting out.

People have resorted to the internet for tips on how to invest their money – and with surprisingly good results.

Savings rate rules of thumb are better than nothing, but smart investors customise their own savings targets.

Dollar-cost averaging and lump-sum investing are two distinct approaches to buying shares or funds, and while both have a role to play, one is usually superior to the other, writes Emma Rapaport.

Just because you're a self-directed investor doesn't mean you need to take an inferior approach, with plenty of new technologies, investor information and other tools now at your disposal.

Gold is commonly viewed as the ultimate safe-haven asset, but there are different ways of getting exposure beyond buying bullion and some potential traps to be aware of.

Investing to help children or grandchildren get a headstart on future education expenses can be a good idea, but make sure you consider the pros and cons of the different options.

Taking stock of your assets and liabilities can yield valuable intelligence about your financial health, writes Morningstar director of personal finance Christine Benz.

In response to the Reserve Bank of Australia's historic cut in interest rates earlier this month, a downcast Emma Rapaport considers the various cash investment options available.

Many Australians are failing to plan for the healthcare costs they will almost certainly face in their later years.

From the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska, Morningstar director of investor education Karen Wallace reveals how Buffet benefited from sniffing out companies with competitive advantages.

A little bit of planning can help you quickly and painlessly establish a nest egg.

There are fundamental differences in the way income is drawn from listed investment companies versus managed funds, explains Morningstar's Andrew Miles.

Setting up a budget is no one’s idea of fun. After all, we'd all like to spend what we make.
But a good budget that quietly works in the background is an essential first step to saving and growing your wealth.

Avoiding emotionally-driven decisions is difficult, but you can reduce the likelihood of making behavioural mistakes when managing your investment 

We all need a budget, regardless of our age, where we’re at in life, or whether we think we've 'made it' or not.

Morningstar’s director of investor education Karen Wallace explores how initial prices are determined and ways to avoid overpaying for shares of a hot new IPO.

An understanding of how interest rates work is crucial as they can affect whether you get a good savings rate from your bank or solid returns from the stock market. 

The hit fantasy series has a lot of advice that investors can use in real life, writes Ruth Saldanha.

Morningstar's director of personal finance Christine Benz looks at when it's worth it to work with a financial adviser.

How to build an ultra-low maintenance, hands-free portfolio to help you reach your financial goals.

As retirement looms, it is important to have a plan, and then invest accordingly, to achieve all your retirement goals.

The right times to deploy the financial reinforcements.

Morningstar columnist Christine Benz notes how many pre-retirees and retirees are reluctant to lighten up on equity risk despite very strong market gains in recent years.

Sustainable, ethical, ESG, socially responsible investing, or SRI, green, impact, responsible investing: these terms are often used interchangeably but they don’t all mean the same thing.

The Coalition's budget is a blatant election pitch, trumpeting a return to surplus and rich in tax cuts, concessions for small business and 'congestion-busting' infrastructure spending. 

For the first time in 12 years, Australia is again paying its own way, says Josh Frydenberg, which represents a turnaround of $55 billion since 2013 when the coalition was elected.

Where does the 'smart' in 'Smart Beta' come from? And how does it fit in your portfolio?

Is buying a house and paying off the mortgage still the best way to build wealth? We run the numbers. 

Investors, on average, say maximising returns is a top priority while for advisers, this is almost at the bottom – and that's a problem, Morningstar research suggests.

In this exclusive Friday Fundamentals Webinar, we preview the new Morningstar Premium website, showcasing the big improvements to how we present our research and data, which will help you make better decisions.

Learn how easy it is to buy exchange-traded funds via a discount online stock broker.

British MPs have rejected leaving the EU without a deal in any scenario, paving the way for a vote to delay Brexit to seek a way out of the country's worst political crisis in generations.

John Rekenthaler examines whether there is any substance to cryptocurrencies as assets, beyond pure speculation that quoted prices tomorrow will be higher than they are today.

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The Morningstar Investor

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.

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.

Morningstar Portfolio Construction Guide

Based on our 33 years of expertise, the exclusive  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.


Video

Can bond yields really predict recession? What is an illiquid investment and should you invest? Investing basics: how to pick stocks like Warren Buffett
Can bond yields really predict recession? What is an illiquid investment and should you invest? Investing basics: how to pick stocks like Warren Buffett
More...