MARK LAMONICA News & Analysis

The 2024 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 

Morningstar’s Director of Personal Finance covered the election, his investment philosopy and the subtle art of doing nothing. 

The FIRE movement is straightforward and taps into our innate desire for independence. Is it all it seems?

Morningstar’s Director of Personal Finance was inspired by a Charlie Munger quote and tried to come up with the 'perfect' ETF. 

Is the investing baggage you carry hampering your ability to achieve your goals?

Investing insights to drive long-term success.  

Morningstar’s Director of Personal Finance covered the short lived market meltdown, why you should copy professional fund managers and the...

More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.

Why doing nothing resulted in a 18,000% return. 

Morningstar’s Director of Personal Finance covered retirement, income and how the pursuit of wealth may cause us to lose focus on what is...