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PERSONAL ADVICE News & Analysis

The importance of investors learning from their mistakes
Personal Finance
The importance of investors learning from their mistakes
Reviewing your portfolio is an essential step in ensuring that you are on track to reach your goals.
Shani Jayamanne | 31 March 2025
Unconventional wisdom: Are we on the cusp of a lost decade?
Personal Finance
Unconventional wisdom: Are we on the cusp of a lost decade?
Investor anxiety is up as forecasters predict a lost decade.
Mark LaMonica, CFA | 28 March 2025
Berkshire's way of investing
Personal Finance
Berkshire's way of investing
Our best insights on replicating the phenomenal investing outcomes achieved by the company
Shani Jayamanne | 26 March 2025
The most overlooked investment property deductions
Personal Finance
The most overlooked investment property deductions
An investment property tax expert runs through what every investment property owner should know
Shani Jayamanne | 17 March 2025
Should you reinvest your dividends?
Personal Finance
Should you reinvest your dividends?
This week's episode of Investing Compass is listener requested, looks at the trade off between spending and reinvesting dividends.
Mark LaMonica, CFA | 11 March 2025
How Shani uses managed funds in her portfolio
Personal Finance
How Shani uses managed funds in her portfolio
This week's episode of Investing Compass is listener requested, looking at how managed funds could suit your portfolio.
Mark LaMonica, CFA | 03 March 2025
Unconventional wisdom: 3 tips to keep your financial New Year's resolutions
Personal Finance
Unconventional wisdom: 3 tips to keep your financial New Year's resolutions
Most resolutions fail...here is how to keep yours. 
Mark LaMonica, CFA | 26 February 2025
Future Focus: Every Aussie deserves a fair go with super
Personal Finance
Future Focus: Every Aussie deserves a fair go with super
I explore places where our system is failing some Aussies as it relates to super tax policy.
Shani Jayamanne | 26 February 2025
Unconventional wisdom: Don’t play Russian Roulette with your finances
Personal Finance
Unconventional wisdom: Don’t play Russian Roulette with your finances
Resilience is an underappreciated quality in a portfolio and life.
Mark LaMonica, CFA | 26 February 2025
Pay off your mortgage or invest? How to use an inheritance.
Personal Finance
Pay off your mortgage or invest? How to use an inheritance.
This week's episode of Investing Compass looks at the options to invest an inheritance, and what to do before you invest.
Mark LaMonica, CFA | 24 February 2025