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Santa’s Financial Plan

We put together a to-do list for Santa (no naughty, all nice), to make sure all future Christmases run smoothly – and so that he can spend January on a beach!

22 December, 2020 | 5:00
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Santa chair

Here at Morningstar, we always put you, the investor first. That means, we focus on good, solid investment ideas that will stand the test of time.

We always recommend that investors plan and save for specific financial goals, and look at savings and investment as a part of an overall financial plan, that takes into account your personal circumstances, wants, goals, and desires. 

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