Investing Compass

What our analysts think about the stocks that are forever holdings for Berkshire Hathaway.Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

We go through what's needed to get to $100k in passive income.Interested in our investing course? Find it here. To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.  Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

Should you leverage equity that you have built in your home to purchase an investment property?Interested in our investing course? Find it here. To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.  Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

A wide moat stock that is currently undervalued, has exemplary capital allocation and is fully franked.Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

Many long-time Investing Compass listeners have asked why Shani changed her mind about buying a house. Shani speaks about her decision.The costs for Shani's first home are outlined in this article.The recommendations from a buyer's agent for what to look in an investment property can be found here.Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.  Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

We look at the three ETFs you are most likely to invest in and what our analysts think about them.Interested in our investing course? Find it here. To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.  Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

Are you taking on too much risk in your portfolio?Interested in our investing course? Find it here. To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.  Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

Men and women experience different health outcomes which need to be taken into account during retirement planning.You're able to find the spreadsheet referenced in this article.Interested in our investing course? Find it here. To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.  Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.

Ever wonder how to pick your first investment, or whether your portfolio is going to get you to your end goal? We talk through a four step framework to align your goals to your investment portfolio. Audio Producer and mixer: William Ton – www.willton.me