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PERSONAL ADVICE News & Analysis

Why petrol prices are soaring and how you can cut costs at the pump
Personal Finance
Why petrol prices are soaring and how you can cut costs at the pump
Seven tips for cutting fuel use and finding cheaper petrol as Russia's invasion of Ukraine sends energy markets soaring.
Lewis Jackson | 24 March 2022
7 lessons from The Wolf of Wall Street
Personal Finance
7 lessons from The Wolf of Wall Street
Jordan Belfort's story provides useful things to keep in mind when dealing with a money manager, broker, or financial adviser, to avoid getting...
Valerio Baselli | 14 May 2021
Covid-19 and the future of financial planning
Personal Finance
Covid-19 and the future of financial planning
It’s time to rethink what our financial goals can and should look like, writes Morningstar director of personal finance Christine Benz.
Christine Benz | 14 October 2020
Retiring during a pandemic
Video
Retiring during a pandemic
How to handle this decision—even when it is made for you.
Christine Benz | 13 October 2020
Why your investment strategy should fit on an index card
Personal Finance
Why your investment strategy should fit on an index card
Distilling your investment approach into a few sentences can further some important goals.
Christine Benz | 07 October 2020
The 2020 election and your portfolio
Video
The 2020 election and your portfolio
The bumps and bruises of election time may tempt you to shift your portfolio strategy.  
Christine Benz | 18 September 2020
How stories drive financial behaviour—and what to do about it
Personal Finance
How stories drive financial behaviour—and what to do about it
Reaching financial prosperity can start by becoming the hero of your own financial narrative.  
Sarah Newcomb, Ph.D | 17 September 2020
Take my advice: AMP, industry complexity spark calls for a reboot
Markets
Take my advice: AMP, industry complexity spark calls for a reboot
Without more government scrutiny, conflicts of interest will continue to occur, industry insiders argue.
Nicki Bourlioufas | 31 August 2020
OK, people: It's time to think big
Markets
OK, people: It's time to think big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.
Christine Benz | 22 May 2020
Volatility is here to stay - here's what to do
Video
Volatility is here to stay - here's what to do
Morningstar's director of personal finance Christine Benz explains how investors - young and old - should navigate how the coronavirus, the US...
Christine Benz | 24 February 2020