Our team’s top investing lessons from 2024

The end of any year is a natural time to reflect on what we’ve learned on our latest journey around the sun. Here are the biggest investing lessons that myself and my colleagues on Morningstar’s editorial team took from 2024.

Shani Jayamanne

Debt of any kind makes me nervous. So in 2024, I found myself tempted to divert my regular investment contributions towards paying down my mortgage.

With an interest rate at 5.89%, the guaranteed ‘return’ from reducing debt seemed appealing—especially compared to the uncertainty of the markets. As I contemplated the decision, however, I revisited the foundation of my Investment Policy Statement:

Disciplined, regular investing for the long term.

Historically, equity markets have delivered…

Source link