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INVESTING LESSONS News & Analysis

Bookworm: An investing lesson from the world’s second richest man
Personal Finance
Bookworm: An investing lesson from the world’s second richest man
When it comes to stocks, are you an owner or a renter?
Joseph Taylor | 31 March 2025
What we’ve learned from 150 years of stock market crashes
Markets
What we’ve learned from 150 years of stock market crashes
Though they varied in length and severity, the market always recovered and went on to new highs.
Emelia Fredlick | 11 March 2025
3 steps to increase financial security
Personal Finance
3 steps to increase financial security
Morningstar's International Women's Day event brought together a property expert and a financial wellness expert to discuss the best ways to increase...
Shani Jayamanne | 07 March 2025
Dividend investor monthly - February
Personal Finance
Dividend investor monthly - February
This new monthly feature is dedicated to helping you grow your passive income and take another step towards financial freedom. 
Mark Lamonica | 04 March 2025
Being right versus making money
Personal Finance
Being right versus making money
Every investor needs guardrails to protect themselves from their own worst instincts.
James Gruber | 02 March 2025
Challenging conventions: Mark’s top articles in February
Personal Finance
Challenging conventions: Mark’s top articles in February
Morningstar’s Director of Personal Finance covered passive investing, retirement and income investing in February. 
Mark Lamonica | 25 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
How many holdings should you have in your portfolio?
Personal Finance
How many holdings should you have in your portfolio?
This week's episode of Investing Compass looks at diversification, and 2 mistakes to avoid with your portfolio.
Mark Lamonica | 18 February 2025
Insuring yourself against worst case scenarios
Personal Finance
Insuring yourself against worst case scenarios
This week's episode of Investing Compass looks at how to optimise how investors protect themselves.
Mark Lamonica | 10 February 2025
Our team reveal their financial resolutions for 2025
Personal Finance
Our team reveal their financial resolutions for 2025
From better budgeting to being more selective in the stock market, this is what our team members are focused on for the year ahead.
Joseph Taylor | 07 January 2025