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Financial Education

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A colossal waste of time, but it's fun

From a financial view, most earnings calls and stock picks are a waste of time. For most people, their investing would be better served in an index fund. So why bother with it? The best reason is because you enjoy it.

Summer reading plus 2019 in review and 2020 in prospect

When Barack Obama puts out a reading list with 19 of his favourites from 2019, it makes us realise we should spend more time reading books. Plus Morningstar's experts recall 2019 and preview 2020.

The Cuffelinks to Firstlinks to Morningstar journey

The journey began as a chat over lunch, and with the acquisition of Cuffelinks (Firstlinks) by Morningstar, the pieces are in place to take the publication to the next level.

The Morningstar team welcomes Firstlinks

The quality of the content and editorial attracted us to Cuffelinks and now Firstlinks. Personally, I am an avid reader of the weekly newsletter, as an industry professional and as an investor.

Onward and upward

My thanks to our community of readers, writers and sponsors, as we join a global business committed to education for investors and advisers. Morningstar will grow our reach and services and Firstlinks will remain free. 

Five factors to check for Nervous Investors

The recent fall in stock market prices worries many investors, but it is a normal part of exposure to shares. Nervous Investors need to understand how they think, set a plan and stick to it.

The value of Adviser's Alpha explained

The main benefit a financial adviser can give clients is not in stock picking or selecting an outperforming manager, but acting as a wealth coach and helping to control emotions.

The Ten Commandments of Transformation

If you don’t want to settle for a managed fund’s performance letter once a year or have a mistrust for the long term, then these Ten Commandments are a less conventional approach.

Education for SMSF trustees - what should it really mean?

Constant changes to an already complex super system mean trustees should be continually learning. Rather than focusing on compliance and rules, trustees need new tools to help make good investment decisions.

The F words: an irregular, irritating series of dictionary narratives

Dr. Jack Gray continues his irregular, irritating series of dictionary narratives, with these sagacious insights into the world of financial jargon.

Education not just legislation

Australians should be creating a comprehensive financial plan to live within their means. It may turn out badly unless we teach skills at an early age and incorporate financial planning into our education system.

Most viewed in recent weeks

Lessons when a fund manager of the year is down 25%

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

2022 election survey results: disillusion and disappointment

In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.

Now you can earn 5% on bonds but stay with quality

Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.

30 ETFs in one ecosystem but is there a favourite?

In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?

Betting markets as election predictors

Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?

Meg on SMSFs – More on future-proofing your fund

Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?

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