This month, I've spent some time talking to experts in their fields.

Over my career, I've had a few jobs working with financial advisers. Financial advisers have many touchpoints - at asset management firms, at software companies, at tax advice and planning firms, lawyers to help with estate planning. The list goes on.

One of the underappreciated benefits from financial advisers are that they are a conduit to all of the different parts of your financial wellbeing and health. It would be impossible for them to be an expert across all of these fields - so they have colleagues and professionals that specialise to take care of each of each part of financial planning. It is the adviser's job to ensure that they are across all areas and that the sum of the parts makes sense as a whole.

For self-advised investors, the situation is not much different. They likely outsource several parts of the financial planning process. The most common are estate planning and taxation. It is still important for investors to take the initiative to understand why decisions are being made for them by these professionals. This month, I've focused on garnering insights from experts to form the basis of these understandings and help investors to ask the right questions when they outsource.

I've also had a few lookbacks at how earnings season unfolded, and some opportunities that arose.

You can find some highlights below.

Leveraging experts

The most overlooked investment property deductions. An investment property tax expert runs through what every investment property owner should know.

How to create an airtight will. More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.

Investing fundamentals

Are you part of the sandwich generation? Prevent financial stress when caring responsibilities arise from children and parents. 

The ATO has released a super health check - here's what I would've told you instead. The ATO recently came out with a ‘super health check’. Here’s what I would’ve put into it.

Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted. Often, winning as investors means losing as consumers.

Earnings season and equity opportunities

Have big earnings season moves made way for opportunities? We look at the biggest market reactions in our coverage and what our analysts think about the companies.

3 best ASX growth stocks for the long-term. Three high-quality growth companies that have wide moats and a history of good capital allocation.

What did Morningstar subscribers buy and sell during September? And what do our analysts think of the investments?

Our best resources

Berkshire's way of investing. Our best insights on replicating the phenomenal investing outcomes achieved by the company.

Considering an investment property? Here are our best resources. We share our research and resources on residential housing as an investment

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