MARK LAMONICA News & Analysis

Mark answers a reader question about spending in retirement.

Mark answers a reader question about asset allocation in retirement and the risk of ETFs.

The top articles in June from Morningstar’s Director of Personal Finance.

Mark answers a reader question about goal setting. 

The top articles in May from Morningstar’s Director of Personal Finance.

Morningstar’s Director of Personal Finance was focused on volatility and tariffs in March - just like everyone else.

Mark explains why you should avoid breaking the chain of compounding.

More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.

Morningstar’s Director of Personal Finance covered passive investing, retirement and income investing in February. 

The 2024 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates.