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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.
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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.
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2 months ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
We look at the ETFs that would go into a 3 ETF portfolio, using Morningstar’s Manager Research Medalist ratings. You are able to view the full article here. Listen on:Apple PodcastsSpotifyGet more of Morningstar’s articles in your inboxFind the transcript for 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.
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2 months ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
This episode focuses on tariffs - how investors should think about them, how they should position their portfolios, and the types of companies that will continue to prosper. Listen on:Apple PodcastsSpotifyGet more of Morningstar's articles in your inboxYou can find the transcript for 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.
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2 months ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
51% of returns in the ASX during the decade between 2012 and 2022 came from dividends being reinvested. Since 1940, 34% of the returns for the S&P 500 came from dividends being reinvested. Investors considering whether to take their income as cash instead of reinvesting may be interested to hear about the trade-offs, and why Mark made his decision to start taking his income in cash. Shani Jayamanne: Welcome to another episode of Investing Compass.
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Mar 3, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In a listener requested episode, Shani goes through why she uses managed funds and how she chose to use the investment product for the problems that it solves for her. Read the full article here. Listen on:Apple PodcastsSpotifyGet more of Morningstar's articles in your inboxMark LaMonica: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature.
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Feb 24, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
This episode explores what to do when you receive an inheritance, and the options that you have when you invest. We consider paying off a mortgage and investing in and out of superannuation.
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Feb 17, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In this episode we take a deep dive into diversification, and the perils of over and under diversifiying your portfolio. Mark shares two of his mistakes he made with his portfolio, and the lessons that he learnt from his experiences. Listen on:Apple PodcastsSpotifyGet more of Morningstar's articles in your inboxShani 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.
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Feb 10, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In this episode, we look at the best ways for you to protect yourself. Insurance is a necessary evil of a holistic financial plan. Some investors avoid enroling or reviewing their insurances.as it's a tedious task that provides no immediate benefit. It however, provides peace of mind and protection at some of the most vulnerable times of your life. It's important to optimise your insurance to make sure you are adequately covered, but also that you are minimising the costs.
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Feb 4, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In this episode, we look at the places where our system is failing some Aussies as it relates to super tax policy. We offer some guidance about what they can do until the system catches up. Shani's article on this topic can be found here. You can also find the HECS/HELP article mentioned during the podcast here. Listen on:Apple PodcastsSpotifyGet more of Morningstar's articles in your inboxShani Jayamanne: Welcome to another episode of Investing Compass.
