Investing Compass

Buying a home is a financial goal for many of us. Mark and Shani go through the questions you need to ask yourself to get clear on whether it is the right decision for you.

You can read the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is now available! It is also available in Audiobook format from most sellers.

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we're joined by Bianca Rose, Senior Portfolio Manager at Morningstar Investment Management. Nobody has a crystal ball, but having a guideline for what asset classes are forecasted to return allows you to make an informed decision about asset allocation. Bianca runs through Morningstar Investment Management's forecast for asset classes, and how this fits into your investment strategy and portfolio construction process.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is now available! It is also available in Audiobook format from most sellers.

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Mark and Shani run through 6 life changing tips that Shani delivered to high school students during a financial literacy course. Do you have any life changing tips? Send them through to [email protected], or leave a comment in your podcast app.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is now available!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, we discuss some key lessons for investors from Morgan Housel's book, Same As Ever.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode, we look at investing and balancing goals outside of super.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

There are some obvious red flags that investors intuitively know to steer clear of—high fees, low liquidity, poor performance. Mark and Shani run through three lesser-known red flags to look for when you are choosing an ETF.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the investments they want, and in the proportion they’d like to. They allow a level of customisation to invest in asset classes that aren’t available through traditional superfunds. The popularity of SMSFs with investors – particularly investors with high balances – has caused the industry to innovate to provide another option. In this episode, Mark and Shani discuss Direct Investment options that may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio administration. 

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

The largest asset manager in the world, Blackrock has declared that the 60/40 portfolio should be rethought. They also believe that a 70/30 portfolio is likely to deliver 6.5% going forward. Mark and Shani take a look at the research, and what investors can realistically do to still achieve their financial goals.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

Two years ago Mark purchased CSL. The share has not done well in that period. Mark goes through his thoughts on CSL, whether it still meets his original thesis, and evaluates whether the share deserves a place in his portfolio.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

Can you lower your tax burden with a trust? Tax is a large detractor from your total return, can this structure help? Mark and Shani discuss the investors that it may suit and those that it won't. Listen to this before committing, as the establishment and maintenance fees for trusts can put you on the back foot if it doesn't suit your circumstances.

You can find the full article here.

A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!

Purchase from Amazon or Purchase from Booktopia

In this week's edition of Unconventional Wisdom, Mark explores whether dividends are the answer for investors, and specifically retirees. Many members of the Morningstar community have shared that the reliable passive income provides them peace of mind. He explores how dividends can bring this for investors, but also improve living standards and provide retirement certainty by reducing longevity and sequence of returns risk.

In the next instalment of Bookworm, Joseph turns to the writing of value investing legend Marty Whitman for insight. Joseph highlights Whitman's unusually consistent approach to stock selection over the decades, and looks at how ignoring short-term performance versus benchmarks could unlock a long-term investing edge.

In this week's edition of Future Focus, Shani looks at new research from Vanguard regarding how you can improve your retirement income by up to 50%. Many retirees focus on overspending in retirement, but there is a real risk of underspending. Shani runs through the factors that investors need to consider to find the right balance between quality of life and longevity of retirement savings.

To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.