Morningstar's Back to School Guide to Investing

SPECIAL REPORT: A new school year begins this week, and we are taking the opportunity to swot up on all things investing - testing your financial knowledge and savings habits

Emma Wall 5 September, 2016 | 9:15AM
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Are you new to investing or a seasoned pro? Chances are whether you have yet to select a single stock, or have been running a personal pension for decades, you could do with going back to school for a refresher course in all things investing.

For the newbies, the world of investing can seem overwhelming – and an indiscernible language, scandalous headlines and the threat of financial loss does not help. But you have to be in it to win it, and with a little know-how and a lot of patience your financial goals are achievable.

For investors with a bit more experience, use this week to re-assess your savings habits; is your portfolio well diversified? Are your income targets being met? Could you take on more risk for potential greater rewards?

This week, thousands of children across the country preparing for the start of a new school year. After a six-week break, their algebra may be a little rusty and their concentration span a little shorter – but within days new habits and friendships will be formed.

Here on we’re tackling the new term by going back to basics – articles and videos with an educational slant, explaining strange terminology, bashing out bad habits and building up your market confidence. Join us every day this week for a different topic and set yourself on the right path to investment success.

Monday: How to Maximise Your Savings

The journey to a prosperous retirement starts with pennies in a piggy bank

Saving Now is the First Step to Investment Success

Low Interest Rates Turn Savers into Spenders

Best Cash Savings Rates on the Market

What is an Individual Savings Account or ISA?

Why You Can't Afford Not to Invest

Tuesday: Building a Profitable Portfolio

Stocks, bonds and diversification

How to Build an Income-Paying Investment Portfolio

5 Mixed-Asset Funds Delivering Top Returns

How to Start Investing for the First Time

How to Build an Investment Portfolio

Wednesday: Investing for Retirement

Making sure you hit your pension pot goals

What is a Pension?

What is Pension Drawdown?

How to Save for Retirement

3 Investments for Income Seekers

UK Stocks Pay-out £1trn in Dividends Since 2000

How Should You Invest After You Have Retired?

Self-employed Fall Through Retirement Savings Net

Thursday: What the Investment Professionals Do

How to invest like a pro, the ways of the City and financial jargon decoded

What is Morningstar's Fair Value Estimate for Stocks?

Why a Gold Fund Rating Does Not Necessarily Mean Buy

Which Funds are the Professionals Selling?

What Does the Rise of Passive Fund Use Mean for the Market?

Hermes: Fund Managers Need to Change, The City has Behaved Badly

Friday: Politics and Geography

How what happens in the world affects your investments

Why Should Stock Investors Care About Interest Rates?

Martin Currie: A Strong Economy Means We Back US Stocks

European Property Stocks Offer Income Opportunity

What is an Emerging Market?

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

Emma Wall  is former Senior International Editor for Morningstar

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