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Thursday, March 30, 2023
RETIREMENT
What FIRE proponents should note
Retirement is more than just a numbers game. There is a life beyond excel sheets.
BEHAVIOURAL FINANCE
Financial Wellness as a goal
If your financial attitudes and beliefs are healthy and empowering, you experience well-being even in times of setback.
INSIGHTS AND PERSPECTIVES
The Madoff Netflix Special: Lessons for Investors
A tragic tale but one with plenty of red flags and a wake-up call for those who manage other people's money.
PERSONAL FINANCE
Why senior citizens are not renewing their Mediclaim policies
Yes, the premiums are frightfully expensive. But here's why this is a very bad move.
RETIREMENT
Ask Morningstar: Do I need an annuity?
Advisors and researchers champion the idea of purchasing income annuities for retirement.
BACK TO BASICS
Do not make these 5 tax-planning mistakes
Good tax management enhances portfolio return.
BACK TO BASICS
Tax Planning is NOT separate from financial planning
The two must complement each other.
PERSONAL FINANCE
Quick Take: 3 "Numbers" you must get a fix on
To get a better handle on your finances, figuring this out is the first crucial step.
BEHAVIOURAL FINANCE
How to set financial goals, and smash them
Get as much value as possible out of your money.
BACK TO BASICS
5 things to do to avoid being financially fragile
Read this if you want financial success in 2023.
BACK TO BASICS
Want to create wealth? Follow these 3 hacks
Start the year on a right note.
BEHAVIOURAL FINANCE
This mistake could leave you old and broke
Get on top of your game. Here's how.
What no one tells you about Diversification
5 ways to view Asset Allocation differently
Quick Take: You don't need a children's mutual fund
3 things retirees must remember
Close to retirement? Then you MUST read this
Global Investor Portfolio Study: No such thing as average investor
Why Retirement Planning must start in your 20s
Ask Morningstar: Where to invest for a regular income
What does it mean to be rich?
Retirement: 4 ways Longevity is going to change everything
Look at Risk the right way
Being frugal is NOT being cheap
How do you claim with 2 Mediclaim policies?
The reason you fail to live within a budget
3 reasons you are messing up with your finances
A simple habit for your wealth creation journey
Ask Morningstar: Why does money slip through my fingers?
Read More...
MPT Statistics and Information Ratios
How Much Should You Rely on Beta?
Should You Bank on Alpha?
What Does R-Squared Reveal?
Sharpe Ratio: Are Your Fund's Returns Worth the Risk?
Sortino Ratio: Are Your Fund's Return Worth the Downside Risk?
Treynor Ratio: Is This the Best Way to Judge Risk/Return?
Morningstar’s Fact Sheets & Methodology
Morningstar Rating™ for Funds Methodology
Morningstar Style Box™ Fact Sheet
Morningstar Analyst Rating™ for Funds Fact Sheet
Morningstar Rating™ for Stocks Fact Sheet
Morningstar® Equity Research Methodology
Morningstar® Economic Moat™ Rating
Getting Started
Why: Invest in Funds
Build: A Portfolio
Make: Investment Statement
Avoid: Making Mistakes
Practise: Analysing Funds
Understand: Asset Allocation
Learn: About Risk-Return
Know: When to Sell
Question: Your Advisor
Our Tools and Research
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Can Star Ratings Predict?
Understanding the Style Box
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Difference: Star and Analyst Ratings
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FAQ: Stocks’ Star Rating
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