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David Bell

Should much of our financial advice be outlawed?

Highly respected author and academic David Blake makes a compelling case for a major overhaul of financial advice, especially the way in which projected outcomes are communicated to investors.

The time has come for actuaries

The unique and practical skills of actuaries will be essential for the superannuation industry to tackle such complex issues as providing adequate retirement outcomes and effectively managing big data.

Learning from my investment mistake

Even the experts can slip up sometimes with insufficient diligence when making investment decisions, but it's important to self-assess mistakes to avoid a repeat experience.

Global index flaw has flow-on consequences

Some global index calculations understate the performance of the portfolio, making it easier for fund managers to outperform. Investors should know this and manage the consequences.

CIPRs are coming and that’s exciting

Comprehensive Income Products for Retirement, or CIPRs, are almost a reality and there is much excitement around what this means for superannuation and retirement outcomes.

Are you an informed or a naive investor?

Everyone can be a naive investor at times, even the professionals. Outside of a sphere of expertise, the quality of investment decisions can suffer. Try to avoid being the 'patsy' in a transaction.

Latest Updates

Retirement

Will you run out of money in retirement?

Fear of running out has become a defining retirement anxiety. Why do some retirees die with substantial wealth while others deplete their nest egg? Evidence suggests the answer is more complicated than we think. 

Investing

The investment that sidesteps the new tax traps

Tax rules have changed, but many investors are still using yesterday’s strategies. Insurance bonds may offer advantages for those seeking greater control, tax efficiency and certainty about their wealth.

Shares

The role of shareholder yield in a portfolio

Investors may be overlooking a timeless source of returns in a volatile market. The companies that consistently generate and return cash to shareholders have often proved remarkably resilient through uncertainty.

Shares

Australian inflation still well above the RBA's target

The RBA has spent more than three decades pursuing its 2%-3% inflation target. But the numbers tell a far more complicated story than the headlines. The results may surprise both its strongest critics and most loyal defenders.

Retirement

Retirement in reality - 5 months in

Retirement planning doesn't end when work does. Five months in, Joanne reflects on retiring at a different time to your spouse, coping with setbacks and the importance of rest. Some lessons only become clear after the fact.

Latest from Morningstar

What 6 key market indicators are telling investors right now

Are markets still expensive? There are the six key indicators Aussie investors need to know. From gold and equities to bonds, oil, bitcoin and the US dollar. The data reveals where opportunities and risks may lie for investors today.

Investing

Can you ride the AI bubble without overpaying?

AI may prove as transformative as the internet, but markets are behaving as if success is guaranteed. As capital races towards unprecedented levels, investors should ask whether enthusiasm is getting ahead of reality.

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