Investing Compass

The financial services industry tends to focus on how important it is to get started as early as possible. Starting to invest in your 20s provides a powerful advantage through compounding, but investors in their 30s, 40s and 50s have significant opportunities to build wealth and meaningfully improve financial outcomes. Mark and Shani look at how to harness these advantages.Read the full article here.To get 50% off a 12-month Australian Shareholder's Association membership, click here and enter the code MORNING50. Disclaimer: This offer is valid for new ASA members only and cannot be applied to renewals or existing memberships.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

The issue with investing in broad market index products is that you are anything but a passive investor. Owning the market does not mean that you own everything equally. When you look closely, many of the most popular ETFs in Australia embed a set of structural bets that can materially shape outcomes over time. Mark and Shani run through these exposures in common passive ETFs, and alternatives for investors that need it.Read the full article here.To get 50% off a 12-month Australian Shareholder's Association membership, click here and enter the code MORNING50. Disclaimer: This offer is valid for new ASA members only and cannot be applied to renewals or existing memberships.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

Mark and Shani discuss the lessons that investors can take from the GFC.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.You can read the full article here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

Mark and Shani discuss the lessons that investors can take from the GFC.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.You can read the full article here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

Morgan Housel's book Same As Ever has got Mark thinking - he runs through three underappreciated benefits of cash.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

Mark and Shani runs through what it would take for the typical Aussie to replace their salary with passive income. You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

Mark runs through how he decided to change his super and what he changed it to.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

Mr. Taxman, Adrian Raftery, listed 101 tax rules - Mark and Shani run through the ones that jumped out at Shani when she read the book.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.

In this guest episode, we have James Gruber, Editor at Firstlinks. He has a debate with dividend lover Mark, about why he doesn't like dividends.You can find James' full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.