Mark LaMonica

Sydney

Director of Personal Finance at Morningstar Australia

Morningstar Australia Co-host of Investing Compass podcast

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Articles

A deep dive into private assets

5 days ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors. Mark has written an article that covers private assets here. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature.
Unconventional wisdom: Is housing the anchor weighing Australia down?

1 week ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: Is housing the anchor weighing Australia down? “The powers of uninterrupted usury are too great.
The state of the Australian retirement system

1 week ago | buff.ly | Mark LaMonica

The debate continues to swirl over DIV296 or the government’s proposal to tax unrealised capital gains for super balances over $3 million. In the midst of the debate I took a step back to assess the overall super system in my article The state of retirement in the midst of the super tax fight. The evaluation criteria I selected and my ratings were necessarily subjective. But I wanted to hear from the Morningstar community and you enthusiastically responded to my call.
The state of the Australian retirement system

1 week ago | morningstar.com.au | Mark LaMonica

The debate continues to swirl over DIV296 or the government’s proposal to tax unrealised capital gains for super balances over $3 million. In the midst of the debate I took a step back to assess the overall super system in my article The state of retirement in the midst of the super tax fight. The evaluation criteria I selected and my ratings were necessarily subjective. But I wanted to hear from the Morningstar community and you enthusiastically responded to my call.
Mark to market: What if you don’t have a goal?

1 week ago | buff.ly | Mark LaMonica

Hi Mark,Love your podcast. I was wondering what to do if you don’t have a financial goal. If everything is on track for retirement with compulsory super contributions to continue living the life that I want to, what am I investing for? This is a great question. To attempt an answer I am going to go on a bit of a tangent. Psychologist and Harvard Professor Daniel Gilbert articulated a phenomenon he coined the end of history illusion.
How to defer income tax until you sell your shares

1 week ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

In this listener requested episode, we look at the difference between Dividend Reinvestment Plans (DRPs) and Dividend Substitution Share Plans (DSSPs). There are some very important benefits to each plan that may mean one plan will suit investors better than the other. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass.
Unconventional wisdom: This hot investment is a hard no from me

2 weeks ago | buff.ly | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: This hot investment is a hard no from me “As long as the music is playing, you’ve got to get up and dance.”- Chuck PrinceLet me tell you a story. It is a redemption story.
Unconventional wisdom: This hot investment is a hard no from me

2 weeks ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: This hot investment is a hard no from me “As long as the music is playing, you’ve got to get up and dance.”- Chuck PrinceLet me tell you a story. It is a redemption story.
EOFY Essentials: How to monitor your portfolio

2 weeks ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

Successful investing doesn’t end as soon as you hit ‘buy’ in your trading account. This episode of Investing Compass looks at a methodical framework to monitor and maintain your portfolio, to increase your chances of achieving your financial goals. Monitoring your portfolio includes:Know how often you are going to review your portfolioHave your circumstances changed?
Unconventional wisdom: Can you value a share just using dividends?

3 weeks ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: Can you value a share just using dividends?