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MARK LAMONICA News & Analysis

Mark to market: Are you making this mistake by not understanding compounding?
Personal Finance
Mark to market: Are you making this mistake by not understanding compounding?
Mark explains why you should avoid breaking the chain of compounding.
Mark LaMonica, CFA | 20 March 2025
Mark to market: Annuities – will I get my money back?
Personal Finance
Mark to market: Annuities – will I get my money back?
More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.
Mark LaMonica, CFA | 12 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, CFA | 25 February 2025
Mark to market: What if you don't have a goal?
Personal Finance
Mark to market: What if you don't have a goal?
Mark answers a reader question about goal setting. 
Mark LaMonica, CFA | 16 January 2025
Higher valuations lower safe withdrawal rate in retirement
Personal Finance
Higher valuations lower safe withdrawal rate in retirement
The 2024 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 
Mark LaMonica, CFA | 05 January 2025
Mark to market: Should you invest outside of super?
Retirement
Mark to market: Should you invest outside of super?
Mark answers a reader question about investing outside of super. 
Mark LaMonica, CFA | 12 December 2024
Mark to market: Does the perfect ETF already exist?
Personal Finance
Mark to market: Does the perfect ETF already exist?
Mark answers a reader question about an existing ETF and if it meets the criteria he outlined for the 'perfect ETF'. 
Mark LaMonica, CFA | 10 December 2024
Staying the course: Mark’s top articles in November
Personal Finance
Staying the course: Mark’s top articles in November
Morningstar’s Director of Personal Finance covered the election, his investment philosopy and the subtle art of doing nothing. 
Mark LaMonica, CFA | 28 November 2024
Mark to market: A better investing strategy?
Personal Finance
Mark to market: A better investing strategy?
Mark answers a reader question about a shareholder yield investing strategy. 
Mark LaMonica, CFA | 22 November 2024
Mark to market: Should investors jump on this new ETF offering?
ETFs
Mark to market: Should investors jump on this new ETF offering?
Mark answers a reader question about a growth at reasonable price investment approach and the new GARP ETF. 
Mark LaMonica, CFA | 30 October 2024