Personal Finance News
personal-finance
REITs: A haven in a Trumpian world?
Equity markets have been lashed by Trump’s tariff policies, yet REITs have outperformed. Not only are they largely unaffected by tariffs, but they offer a unique combination of growth, sound fundamentals, and value.
personal-finance
Don’t lose sight of what matters: This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
personal-finance
Unconventional wisdom: Is investor complacency out of touch with reality?
Where Trump – and the market – might go from here.
personal-finance
It is going to be a long four years: Mark’s top articles in March
Morningstar’s Director of Personal Finance was focused on volatility and tariffs in March - just like everyone else.
personal-finance
An enlightened dividend path
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
personal-finance
Are you smarter than a year 12 student?
I recently presented a personal finance assignment given to year 12 students and here is one reader’s attempt at answering the question.
personal-finance
Young & Invested: The beginner ETF portfolio
Diving into ETFs can often be overwhelming.
personal-finance
Future Focus: My investment portfolio used to be gold bangles
Ways that women have taken back financial control.
personal-finance
Calm amid the chaos: Joseph’s top insights in April
Joseph discussed the outlook for gold prices and office REITs with our analysts, sought bear market lessons from Warren Buffett, and more.
personal-finance
The salary you need to earn to have it all
Turns out that we all want very similar things from life. We look at the salary needed to achieve the most common financial goals.
personal-finance
Don’t let Trump derail your wealth creation plan
If you want to build wealth over the long-term, trying to guess the stock market’s next move is generally a bad idea.
personal-finance
How to create an airtight will
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
personal-finance
Unconventional wisdom: Is the secret to wealth found on an index card?
Harold Pollack came up with ten rules that he claimed captured all the financial advice anyone needed.
personal-finance
Gold, strategy and election promises: This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
personal-finance
Young & Invested: Should you withdraw your super for a house deposit?
Withdrawing your super for a house? Here’s what you should consider first.
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