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MARK LAMONICA News & Analysis

Retirement outcomes looking more positive given lower valuations
Personal Finance
Retirement outcomes looking more positive given lower valuations
The 2023 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 
Mark LaMonica, CFA | 26 November 2023
Investing Compass: What return are you actually getting from shares?
Stocks
Investing Compass: What return are you actually getting from shares?
We break down each of the components of a total return to understand what you get at the end of your investment. 
Shani Jayamanne | 10 November 2023
Investing Compass: The best lessons from 150 episodes
Personal Finance
Investing Compass: The best lessons from 150 episodes
It's our 150th episode! We go through the best lessons from the last 150 episodes.
Shani Jayamanne | 05 November 2023
Investing Compass: Structuring your portfolio for income
Stocks
Investing Compass: Structuring your portfolio for income
Mark speaks about how he has structured his portfolio for income.
Shani Jayamanne | 29 October 2023
Want to beat the market? Embrace the power of ‘buy and hold’ investing
Personal Finance
Want to beat the market? Embrace the power of ‘buy and hold’ investing
Why doing nothing resulted in a 18,000% return. 
Mark LaMonica, CFA | 09 October 2023
Investing Compass: What can we learn from Japan
Personal Finance
Investing Compass: What can we learn from Japan
There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.
Shani Jayamanne | 26 September 2023
Investing Compass: A debt time bomb
Stocks
Investing Compass: A debt time bomb
We discuss global debt and why investors should pay attention
Shani Jayamanne | 12 September 2023
Investing Compass: Market outlook: 3 steps to financial independence
Personal Finance
Investing Compass: Market outlook: 3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three...
Shani Jayamanne | 06 September 2023
Five famous quotes and the lessons for investors
Personal Finance
Five famous quotes and the lessons for investors
Investing insights to drive long-term success.  
Mark LaMonica, CFA | 30 August 2023
Webinar: Is it time to buy or sell?
Stocks
Webinar: Is it time to buy or sell?
Understanding when to buy and sell is a major concern for many investors – we look at whether earning season presents any opportunities to do...
Morningstar.com.au | 30 August 2023