Happy New Year. The beginning of the year is a time to reflect, reset and prepare for the year ahead. We’ve put together a list of our best resources to arm you with the best tools to make 2026 your most productive one yet.

Your 2026 Investor Calendar: This calendar lays out the important dates and events during the year that investors should keep in mind.

Morningstar’s State of Retirement report: The latest edition of our yearly report reveals the safe withdrawal rate for retirees based on the latest market conditions and data.

How to successfully monitor your portfolio: For successful investors, your job doesn’t end when you hit ‘buy’.

Why this might be the wrong ETF for Aussie equity exposure: Mark goes through the process of playing devil’s advocate for his ETF choice for Australian equity exposure. An important exercise for all investors, as it ensures that there are no biases at play and helps you make a strong decision about securities that you choose to include or exclude in your portfolio. He runs through detailed analysis for why it should be included in his portfolio.

Are you wealthy? These are some of the factors that determine if you’re doing well. Assess how you’re doing during your review.

Should I sell this high flying share?: Mark reviews his portfolio and realises he has a dilemma of how to handle a position in his portfolio that has grown too large.

Transitioning to a ‘grown up’ portfolio. You’ve reviewed your portfolio and realised that some holdings don’t align with your goals anymore. What do you do when you have made investments in the past that you no longer believe in?

Portfolio rebalancing key to managing risk: Should rebalancing be part of your portfolio review and maintenance? Financial advisers say becoming overweight the winners may expose your portfolio to greater risk, writes Nicki Bourlioufas.

Your year-end portfolio review: In six easy steps.

Is it time to rebalance your portfolio? Undertaking a year-end portfolio review.

3 simple portfolio checks to do right now Whether you’re doing an end of financial year check-up, or a quick sense check during the year, these three sense checks will give you peace of mind.

A look back at 2025

We’ve put together a list of some of our best articles and hand picked column editions from 2025.

Morningstar’s best of 2025. The most popular reads of the year. Add these resources to your summer reading and listening list.

Unconventional wisdom: Top articles for the year. Mark’s five favourite articles from 2025.

Best of Shani’s Future Focus in 2025. Hand picked editions that resonated with investors this year.

Young & Invested: Best articles of 2025. A curated look at back at this year’s favourite insights.

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