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MARK TO MARKET News & Analysis

Mark to market: Should I offset capital gains by selling?
Personal Finance
Mark to market: Should I offset capital gains by selling?
Mark answers a reader question about selling positions that have dropped in price to offset capital gains. 
Morningstar | 28 September 2024
Mark to market: Does the perfect ETF already exist?
Personal Finance
Mark to market: Does the perfect ETF already exist?
Mark answers a reader question about an existing ETF and if it meets the criteria he outlined for the 'perfect ETF'. 
Morningstar | 15 September 2024
Mark to market: How to double your investment
Personal Finance
Mark to market: How to double your investment
Mark answers a question about how long it takes to double an investment in different asset classes over different time periods. 
Morningstar | 07 September 2024
Mark to market: Opposing views of private credit
Personal Finance
Mark to market: Opposing views of private credit
Mark answers a question about his views on private credit
Morningstar | 01 September 2024
Mark to market: Creating a ETF portfolio to hold for life
Personal Finance
Mark to market: Creating a ETF portfolio to hold for life
Mark answers a question from Alan about creating a portfolio that you don’t change for your investment life.
Morningstar | 24 August 2024
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.
Morningstar | 18 August 2024
Mark to market: Should investors avoid US equities due to a weaker AUD?
Personal Finance
Mark to market: Should investors avoid US equities due to a weaker AUD?
Mark LaMonica answers a reader question on whether Aussie investors should be holding back on international investments due to a weaker Australian...
Morningstar | 09 August 2024