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APPLE NEWS News & Analysis

Morningstar initiates coverage on 3 new shares
Stocks

Morningstar initiates coverage on 3 new shares

There are 2 undervalued names as part of our new coverage. 
Shani Jayamanne | 29 November 2023
2024 themes for investors
Markets

2024 themes for investors

Morningstar’s 2024 Outlook report names three swing factors that may result in a wider range of outcomes. 
Shani Jayamanne | 29 November 2023
The wisdom of Charlie Munger
Personal Finance

The wisdom of Charlie Munger

5 Munger quotes to make you a better investor.
Mark LaMonica, CFA | 28 November 2023
Can you safely spend more early in retirement?
Retirement

Can you safely spend more early in retirement?

There’s little room for error.
John Rekenthaler, CFA | 28 November 2023
Should I lever up?
Personal Finance

Should I lever up?

The role of borrowing in an investment portfolio, and products that offer it.
Shani Jayamanne | 28 November 2023
3 shares for income investors
Stocks

3 shares for income investors

A dividend screen is a jumping off point for further research.
Mark LaMonica, CFA | 28 November 2023
What we think of Morningstar subscribers' most traded share
Stocks

What we think of Morningstar subscribers' most traded share

This stock was the second largest ‘buy’ for 2023 and was also the second largest ‘sell’ for Morningstar subscribers.
Shani Jayamanne | 27 November 2023
An 8% retirement withdrawal rate?
Personal Finance

An 8% retirement withdrawal rate?

A radio host advocates no small plans.
John Rekenthaler, CFA | 27 November 2023
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.
Mark LaMonica, CFA | 27 November 2023
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. 
Mark LaMonica, CFA | 26 November 2023