TOPIC

INCOME INVESTING News & Analysis

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
4 income investing mistakes
Personal Finance
4 income investing mistakes
Avoiding these mistakes will increase your chances of success as an income investor. 
Mark LaMonica, CFA | 19 May 2025
Stock showdown: How do ASX income plays Transurban and Atlas Arteria compare?
Stocks
Stock showdown: How do ASX income plays Transurban and Atlas Arteria compare?
Adrian Atkins helps me weigh up the two ASX listed toll road companies.
Joseph Taylor | 15 May 2025
Cage fight: US & Australian retirement systems
Retirement
Cage fight: US & Australian retirement systems
This week’s episode of Investing Compass explores which country has the better retirement system.
Mark LaMonica, CFA | 04 May 2025
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