MARK TO MARKET News & Analysis

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

Morningstar’s Director of Personal Finance covered passive investing, retirement and income investing in February. 

Mark answers a reader question about goal setting. 

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

Mark answers a reader question about investing outside of super. 

Mark answers a reader question about an existing ETF and if it meets the criteria he outlined for the 'perfect ETF'. 

Mark answers a reader question about a shareholder yield investing strategy. 

Mark answers a reader question about a growth at reasonable price investment approach and the new GARP ETF. 

Mark answers a reader question about deciding between different super options. 

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