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INCOME News & Analysis

12 picks for an income portfolio - Q2 2025 update
Stocks
12 picks for an income portfolio - Q2 2025 update
One year in and passive income growth has exceeded my target.
Mark LaMonica, CFA | 01 July 2025
What you will and won’t find in my portfolio: Mark’s top articles in June
Personal Finance
What you will and won’t find in my portfolio: Mark’s top articles in June
The top articles in June from Morningstar’s Director of Personal Finance.
Mark LaMonica, CFA | 30 June 2025
Will young Australians be better off than their parents?
Personal Finance
Will young Australians be better off than their parents?
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards....
James Gruber | 30 June 2025
3 cheap fully franked stocks
Stocks
3 cheap fully franked stocks
Well priced Aussie shares that offer a tax rebate.
Shani Jayamanne | 26 June 2025
Boosting investment income with a covered call strategy
Personal Finance
Boosting investment income with a covered call strategy
How to execute a covered call strategy and when it makes sense.
Mark LaMonica, CFA | 10 June 2025
Preserving wealth through generations is hard
Personal Finance
Preserving wealth through generations is hard
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers...
James Gruber | 09 June 2025
Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 09 June 2025
Putting tariff worries in the rear view mirror: Mark’s top articles in May
Personal Finance
Putting tariff worries in the rear view mirror: Mark’s top articles in May
The top articles in May from Morningstar’s Director of Personal Finance.
Mark LaMonica, CFA | 30 May 2025
How to generate $100,000 in passive income
Personal Finance
How to generate $100,000 in passive income
Reaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market. 
Mark LaMonica, CFA | 26 May 2025
Dividend ETFs may disappoint income investors
ETFs
Dividend ETFs may disappoint income investors
The structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. 
Mark LaMonica, CFA | 19 May 2025