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INCOME INVESTING News & Analysis

It is going to be a long four years: Mark’s top articles in March
Personal Finance
It is going to be a long four years: Mark’s top articles in March
Morningstar’s Director of Personal Finance was focused on volatility and tariffs in March - just like everyone else.
Mark LaMonica, CFA | 30 April 2025
An enlightened dividend path
Personal Finance
An enlightened dividend path
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline,...
Josh Veltman | 30 April 2025
The tax code is signalling how to build wealth
Personal Finance
The tax code is signalling how to build wealth
Not all income is built equal and it's important to understand the difference sooner rather than later.
Shani Jayamanne | 14 April 2025
12 picks for an income portfolio - Q1 2025 update
Personal Finance
12 picks for an income portfolio - Q1 2025 update
The pick’s passive income stream continues to show strong growth.
Mark LaMonica, CFA | 31 March 2025
Why I am an income investor
Personal Finance
Why I am an income investor
The critiques of dividend investing don’t hold up to scrutiny.
Mark LaMonica, CFA | 17 March 2025
Should you reinvest your dividends?
Personal Finance
Should you reinvest your dividends?
This week's episode of Investing Compass is listener requested, looks at the trade off between spending and reinvesting dividends.
Mark LaMonica, CFA | 11 March 2025
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025
Dividend investor monthly - February
Personal Finance
Dividend investor monthly - February
This new monthly feature is dedicated to helping you grow your passive income and take another step towards financial freedom. 
Mark LaMonica, CFA | 04 March 2025
How valuable are franking credits?
Personal Finance
How valuable are franking credits?
Franking credits add to returns but knowing what they are worth allows an investor to appropriately weight them in investing decisions.
Mark LaMonica, CFA | 03 March 2025
Future Focus: Why I don't hold cash
Personal Finance
Future Focus: Why I don't hold cash
I go through the reasons I choose not to hold cash.
Shani Jayamanne | 26 February 2025