Morningstar Investor users sign in here.
TOPIC

GUIDE News & Analysis

4 steps to calculate how much you need to retire
Retirement
4 steps to calculate how much you need to retire
This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
Mark LaMonica, CFA | 04 March 2024
Morningstar Guide to Selecting Investments
Investing
Morningstar Guide to Selecting Investments
Knowing how to navigate your choices and weigh up different asset classes and styles of investing will ensure you’re heading in the right...
Shani Jayamanne | 22 July 2022
A down-market survival guide for pre-retirees
Markets
A down-market survival guide for pre-retirees
If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.
Christine Benz | 24 May 2022
Coronavirus: A guide for Aussie investors
Markets
Coronavirus: A guide for Aussie investors
From stock opportunities to survival guides, from market updates to fund managers' forecasts, Morningstar examines the effect of covid-19 on the...
Emma Rapaport | 16 March 2020
Investing basics: how to create a budget you can live with
Personal Finance
Investing basics: how to create a budget you can live with
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.
Emma Rapaport | 24 May 2019
Investing Basics: understanding your listed investment company (LIC)
Personal Finance
Investing Basics: understanding your listed investment company (LIC)
  Listed investment companies offer investors exposure to a diversified portfolio of assets in a single trade, but the risks are worth...
Emma Rapaport | 14 September 2018