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MARK LAMONICA News & Analysis

Mark to market: Going all in on ETFs
ETFs
Mark to market: Going all in on ETFs
Mark answers a reader question about asset allocation in retirement and the risk of ETFs.
Mark LaMonica, CFA | 02 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
Mark to market: What if you don’t have a goal?
Personal Finance
Mark to market: What if you don’t have a goal?
Mark answers a reader question about goal setting. 
Mark LaMonica, CFA | 16 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
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
Mark to market: Are you making this mistake by not understanding compounding?
Personal Finance
Mark to market: Are you making this mistake by not understanding compounding?
Mark explains why you should avoid breaking the chain of compounding.
Mark LaMonica, CFA | 20 March 2025
Mark to market: Annuities – will I get my money back?
Personal Finance
Mark to market: Annuities – will I get my money back?
More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.
Mark LaMonica, CFA | 12 March 2025
Challenging conventions: Mark’s top articles in February
Personal Finance
Challenging conventions: Mark’s top articles in February
Morningstar’s Director of Personal Finance covered passive investing, retirement and income investing in February. 
Mark LaMonica, CFA | 25 February 2025
Higher valuations lower safe withdrawal rate in retirement
Personal Finance
Higher valuations lower safe withdrawal rate in retirement
The 2024 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 
Mark LaMonica, CFA | 05 January 2025
Mark to market: Should you invest outside of super?
Retirement
Mark to market: Should you invest outside of super?
Mark answers a reader question about investing outside of super. 
Mark LaMonica, CFA | 12 December 2024