ETFs, Funds and LICs 101

Tuesday 26 July

Look at the differences between ETFs, Funds and LICs and how they can play a role in your portfolio.

 

Bonds 101

Tuesday 2 August

We walk through bonds—what they are, how they work and how they are performing in the current environment.

 

How to research for an investment

Tuesday 9 August

We go through how Morningstar Investor can help find an investment that is right for you.

 

How to evaluate an investment

Tuesday 16 August

Look at how to properly evaluate a company using Morningstar’s analysis.

 

Schools of investing: growth v dividends

Tuesday 23 August

We compare growth and income investment approaches to help you evaluate what strategy you should take.

 

How to invest internationally: risks and benefits

Tuesday 30 August

Walk through the steps, risks and benefits of investing overseas and the importance of determining your global allocation.

 

How much should you be withdrawing in retirement?

Tuesday 6 September

A 4% withdrawal rate has been the cornerstone of retirement planning for a generation but is this standard still relevant?