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MARK LAMONICA News & Analysis

Make it simple, but significant to achieve FIRE
Personal Finance
Make it simple, but significant to achieve FIRE
The FIRE movement is straightforward and taps into our innate desire for independence. Is it all it seems?
Mark LaMonica, CFA | 30 September 2024
A latticework of investing theory: Mark’s top articles in September
Personal Finance
A latticework of investing theory: Mark’s top articles in September
Morningstar’s Director of Personal Finance was inspired by a Charlie Munger quote and tried to come up with the 'perfect' ETF. 
Mark LaMonica, CFA | 28 September 2024
Self-reflection as a key to investing success
Personal Finance
Self-reflection as a key to investing success
Is the investing baggage you carry hampering your ability to achieve your goals?
Mark LaMonica, CFA | 26 September 2024
Five famous quotes and the lessons for investors
Personal Finance
Five famous quotes and the lessons for investors
Investing insights to drive long-term success.  
Mark LaMonica, CFA | 11 September 2024
A whole lot of nothing: Mark’s top articles in August
Personal Finance
A whole lot of nothing: Mark’s top articles in August
Morningstar’s Director of Personal Finance covered the short lived market meltdown, why you should copy professional fund managers and the...
Mark LaMonica, CFA | 28 August 2024
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.
Morningstar | 18 August 2024
Want to beat the market? Embrace the power of ‘buy and hold’ investing
Personal Finance
Want to beat the market? Embrace the power of ‘buy and hold’ investing
Why doing nothing resulted in a 18,000% return. 
Mark LaMonica, CFA | 05 August 2024
A focus on retiring right: Mark’s top articles in July
Personal Finance
A focus on retiring right: Mark’s top articles in July
Morningstar’s Director of Personal Finance covered retirement, income and how the pursuit of wealth may cause us to lose focus on what is...
Mark LaMonica, CFA | 29 July 2024
A practical guide to finding investment opportunities
Personal Finance
A practical guide to finding investment opportunities
Discounted cash flow model? Technical analysis? ASX Bets? Knowing what to look for when evaluating an investment can feel overwhelming. 
Mark LaMonica, CFA | 27 June 2024
Shuffle forward in the general direction of your retirement and income goals: Mark’s top articles in June
Personal Finance
Shuffle forward in the general direction of your retirement and income goals: Mark’s top articles in June
Morningstar’s Director of Personal Finance covered the retirement, income and investing and the dangers of never having enough during June.
Mark LaMonica, CFA | 26 June 2024