Scott Phillips
Scott Phillips joined Montgomery Investment Management in 2013.
Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
articles by Scott Phillips
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What’s your life expectancy?
Scott Phillips
October 31, 2016
One of the most important reasons for investing is to build up enough assets to support us post our working lives. Not many of us want to rely on the forever-reducing government pension! So it’s only natural to ask: “how long can I expect to live?” Continue…
by Scott Phillips Posted in Market commentary.
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Will your super win the Premiership this year?
Scott Phillips
October 1, 2016
If you’re more excited by the prospect of the upcoming AFL and NRL footy finals than the returns in your superfund, then you’re not alone. For most people, superannuation does not make great conversation and many tend to take a ‘set and forget’ approach. But if you’re looking to take control of your retirement savings, then a more active approach is the way to go. Continue…
by Scott Phillips Posted in Investing Education.
TaggedSMSF, super- 8 Comments
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POSTED IN Investing Education.TaggedSMSF, super
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Will a ‘robo adviser’ be your next financial adviser?
Scott Phillips
September 22, 2016
Artificial intelligence is disrupting industries as diverse as manufacturing, healthcare and journalism. So it is not surprising that financial advice which was typically delivered through a financial adviser is being disrupted. Continue…
by Scott Phillips Posted in Market commentary.
Taggedindex funds, robo advice- 1 Comments
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POSTED IN Market commentary.Taggedindex funds, robo advice
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Why it may pay to think beyond the ASX
Scott Phillips
July 25, 2016
In recent years, there’s been a growing trend to look beyond our share market in order to generate above-average returns. This is borne out in a report by Morningstar that highlights a noticeable swing to international equities, alternative funds, private equity and commodities. Continue…
by Scott Phillips Posted in Investing Education, Market commentary.
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The people behind the process
Scott Phillips
July 20, 2016
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. I catch up with our newest analyst Daniel Wu who joined the global team last month. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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How resilient are you?
Scott Phillips
July 8, 2016
There are tonnes of articles and “expert” commentary on stocks, bonds or currencies that are expected to do well or expected to fail. Pundits saying how the latest political events will impact ‘the market’ and providing their opinion on how to protect the downside, upside or even the flipside of your portfolio! Continue…
by Scott Phillips Posted in Investing Education.
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What does SMSF asset allocation look like?
Scott Phillips
June 27, 2016
If you have a self-managed super fund (SMSF), you know you’re in charge. Trustees are accountable for developing and implementing the fund’s investment strategy, and making all investment decisions. When preparing and reviewing your investment strategy, in addition to considering the personal circumstances of the fund members, you do need to consider diversification – how will the fund invest in a range of assets and asset classes. Continue…
by Scott Phillips Posted in Investing Education.
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POSTED IN Investing Education.TaggedSMSF, super
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Lies, Lies and Statistics. The best time to invest.
Scott Phillips
June 24, 2016
One of the most common questions we’re asked here at Montgomery concerns the timing of one’s investment, be it an initial amount or a further contribution. “Should I invest now or wait until later, when hopefully the market falls?” Continue…
by Scott Phillips Posted in Market commentary.
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Take a bow for the Dow
Scott Phillips
May 30, 2016
On May 26th of this year, investors celebrated the 120th anniversary of the Dow Jones Industrial Average® and it still remains perhaps the world’s most visible and oft-cited stock market gauge. Continue…
by Scott Phillips Posted in Editor's Pick, Insightful Insights.
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Investing with Montgomery through personal super (24/05/2016)
Scott Phillips
May 24, 2016
by Scott Phillips Posted in Video Insights.
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