Mark LaMonica

Sydney

Director of Personal Finance at Morningstar Australia

Morningstar Australia Co-host of Investing Compass podcast

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Articles

Unconventional wisdom: The state of retirement in the midst of the super tax fight

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. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want.
Unconventional wisdom: What if the market never goes down?

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. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: What if the market never goes down?
Why delaying capital gains tax can boost your returns

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

In this listener requested episode, we take a look at how taxes impact you as an investor. Understanding the maths behind all of the variables for your total return means you’re able to make better decisions. Tax is a big one. 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.
Cage fight: US & Australian retirement systems

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

In this listener-requested episode, Mark and Shani break down the pros and cons of Australia’s super system vs America’s 401(k)s and IRAs. From tax benefits and compulsory contributions to fee structures and investor outcomes. Mark LaMonica: All right, Shani, we have a listener requested episode today, which are always fun because we don’t have to think of…Shani Jayamanne: The topic.
Two essential steps in financial planning (and 4 common mistakes)

3 weeks ago | afr.com | Mark LaMonica

May 13, 2025 – 5.00am or Subscribe to save articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe. Subscribe nowAlready a subscriber? When legendary investors such as Charlie Munger talk about something you might not have heard of – like inversion – it pays to listen. Inversion is a technique that helps to clarify how to choose what approach you should take by contemplating the opposite of what you want.
Unconventional wisdom: Three Buffett lessons to ignore

1 month 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. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want.
Unconventional wisdom: Are passive ETFs leading to lower returns?

1 month 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. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Are passive ETFs leading to lower returns?
Unconventional wisdom: Is investor complacency out of touch with reality?

1 month 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. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Unconventional wisdom: Is investor complacency out of touch with reality?
Unconventional wisdom: A dangerous time for investors and it isn’t just Trump

2 months 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. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. “Anxiety is like a rocking chair.
12 picks for an income portfolio - Q1 2025 update

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

There is a lot going on in the world and many investors are anxious. I’m starting to see a lot more commentary about raising cash and cutting equity exposure. The justification for this approach is simple – Trump is scary, markets will drop and there will be plentiful opportunities in the future. I understand why this argument is resonating with investors. I could make a compelling case to follow this approach.