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MARK TO MARKET News & Analysis

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: A better investing strategy?
Personal Finance
Mark to market: A better investing strategy?
Mark answers a reader question about a shareholder yield investing strategy. 
Morningstar | 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. 
Morningstar | 30 October 2024
Mark to market: Which super option should I choose?
Personal Finance
Mark to market: Which super option should I choose?
Mark answers a reader question about deciding between different super options. 
Morningstar | 17 October 2024
Mark to market: Should I offset capital gains by selling?
Personal Finance
Mark to market: Should I offset capital gains by selling?
Mark answers a reader question about selling positions that have dropped in price to offset capital gains. 
Morningstar | 28 September 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'. 
Morningstar | 15 September 2024
Mark to market: How to double your investment
Personal Finance
Mark to market: How to double your investment
Mark answers a question about how long it takes to double an investment in different asset classes over different time periods. 
Morningstar | 07 September 2024
Mark to market: Opposing views of private credit
Personal Finance
Mark to market: Opposing views of private credit
Mark answers a question about his views on private credit
Morningstar | 01 September 2024
Mark to market: Creating a ETF portfolio to hold for life
Personal Finance
Mark to market: Creating a ETF portfolio to hold for life
Mark answers a question from Alan about creating a portfolio that you don’t change for your investment life.
Morningstar | 24 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