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GOALS BASED INVESTING News & Analysis

Does money buy happiness?
Personal Finance
Does money buy happiness?
Yes - and it's crucial to properly defining your goals.
Shani Jayamanne | 23 October 2024
Do you qualify as 'rich'?
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.
Mark LaMonica, CFA | 16 October 2024
4 lessons on developing a financial philosophy
Personal Finance
4 lessons on developing a financial philosophy
Investing is a means to an end and it takes experience and introspection to develop a financial philosophy that matches the life you want—this...
Mark LaMonica, CFA | 08 October 2024
3 steps to uncovering your true financial goals
Stocks
3 steps to uncovering your true financial goals
A process to help you identify what really drives you.
Samantha Lamas | 26 September 2024
How an investment professional invests her super
Retirement
How an investment professional invests her super
What sort of investor are you: the Master Chef or the Queen of Takeout? Morningstar’s former Director of Manager Research Ratings shares...
Annika Bradley | 16 September 2024
Why I don't invest in bonds
Fixed Income
Why I don't invest in bonds
Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way...
Mark LaMonica, CFA | 12 September 2024
Renting a new place changes my financial plan
Personal Finance
Renting a new place changes my financial plan
My financial situation has changed and I need to adjust my approach. Here's how I plan to move closer to my goals with every paycheck.
Joseph Taylor | 04 September 2024
A checklist for financial fitness
Personal Finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 
Shani Jayamanne | 30 July 2024
Aging changes priorities and your approach to life should change as well
Personal Finance
Aging changes priorities and your approach to life should change as well
How we age has significant implication on how we should live and think about money. 
James Gruber | 15 July 2024
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 08 July 2024