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Mark LaMonica, CFA

Mark LaMonica, CFA

is Director of Personal Finance, Morningstar Australia.

The wisdom of Charlie Munger
Personal Finance

The wisdom of Charlie Munger

5 Munger quotes to make you a better investor.
3 shares for income investors
Stocks

3 shares for income investors

A dividend screen is a jumping off point for further research.
How to build an income portfolio
Stocks

How to build an income portfolio

Investors love dividends but creating an income stream involves more than just picking the highest yielding shares.
Retirement outcomes looking more positive given lower valuations
Personal Finance

Retirement outcomes looking more positive given lower valuations

The 2023 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 
Things I’m thankful for as an investor
Personal Finance

Things I’m thankful for as an investor

Successful investing is grounded in the accumulation of wisdom.
5 steps to create an investment strategy - Part 2
Personal Finance

5 steps to create an investment strategy - Part 2

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
5 steps to achieve the life you want through investing
Personal Finance

5 steps to achieve the life you want through investing

Lessons learned from life and not an investing textbook. 
5 steps to create an investment strategy
Personal Finance

5 steps to create an investment strategy

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Don’t confuse diversification with hedging
Personal Finance

Don’t confuse diversification with hedging

Finding assets that move in opposite directions is not the reason we diversify our portfolios. That is called hedging. Here’s why that...
Is the market attractive right now?
Personal Finance

Is the market attractive right now?

Investors endlessly follow the gyrations of the market but often ignore valuation levels which drive returns over the long-term.
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