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INVESTING LESSONS News & Analysis

Does money buy happiness?
Personal Finance
Does money buy happiness?
Yes - and it's crucial to properly defining your goals.
Shani Jayamanne | 05 June 2025
Putting tariff worries in the rear view mirror: Mark’s top articles in May
Personal Finance
Putting tariff worries in the rear view mirror: Mark’s top articles in May
The top articles in May from Morningstar’s Director of Personal Finance.
Mark LaMonica, CFA | 30 May 2025
Warren Buffett steps down - what does this mean for investors?
Personal Finance
Warren Buffett steps down - what does this mean for investors?
This week’s episode of Investing Compass looks at the impacts of Warren Buffett’s retirement.
Shani Jayamanne | 26 May 2025
How to generate $100,000 in passive income
Personal Finance
How to generate $100,000 in passive income
Reaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market. 
Mark LaMonica, CFA | 26 May 2025
A deep dive into the proposed new super tax
Personal Finance
A deep dive into the proposed new super tax
This week’s episode of Investing Compass looks at why you need to pay attention to the new Div 296 tax in super.
Shani Jayamanne | 20 May 2025
Bookworm: Five words that separate investors from speculators
Personal Finance
Bookworm: Five words that separate investors from speculators
A passage from Warren Buffett’s favourite finance book poses an important question to every investor.
Joseph Taylor | 19 May 2025
Why delaying capital gains tax can boost your returns
Personal Finance
Why delaying capital gains tax can boost your returns
In this week’s episode of Investing Compass, we look at ways you can lower the impact of tax on your returns.
Shani Jayamanne | 14 May 2025
Bookworm: How capital cycle analysis can unearth superior long-term investments
Personal Finance
Bookworm: How capital cycle analysis can unearth superior long-term investments
Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.
Joseph Taylor | 04 May 2025
Calm amid the chaos: Joseph’s top insights in April
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.
Joseph Taylor | 29 April 2025
9 investing lessons I’ve learned from owning a business
Personal Finance
9 investing lessons I’ve learned from owning a business
In 2016, I took the plunge: buying a 51-room motel in south-west Sydney. Since then, I've ridden the highs as well as the lowest of lows, and through...
James Gruber | 21 April 2025