Investing Education

There are four major criticisms for holding cash as an investment. But what if there was a simple alternative that went some way to invalidating those criticisms? continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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As we approach September 22, 2025, Westpac is set to redeem all $1.7 billion of its Westpac Capital Notes 5 (WCN 5, ASX code: WBCPH). It’s the beginning of an avalanche of cash to be returned to investors – mostly Boomers – that will need to find a home elsewhere. Why? Because the Hybrid market is being closed down, shuttered or phased out. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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In today’s dynamic financial landscape, and with public market volatility constantly rising, investors are increasingly seeking opportunities that strike a balance between solid returns and stability and diversification. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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A recent article in the Wall Street Journal captivated me with its blend of betrayal, eccentric characters, the contrast between opulence and collapse, and the modern-day parable of a crypto catastrophe. In addition to its spellbinding narrative, it reminded me of my mother’s advice to make your friends before you make your money. continue…

by Roger Montgomery Posted in Investing Education.

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In this episode of Over the Money Fence I joined Nicola and Di to explore the different ways you can build your wealth. We talk about the incredible impact of compounding interest over time – and what you can achieve if you were to start investing from an early age. continue…

by Roger Montgomery Posted in Investing Education, Podcast Channel.

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When it comes to investing, I’ve always believed the most important thing is managing risk. Over the years I’ve learnt a lot about how to build wealth steadily, and those lessons are just as relevant for people in their 30s as they are for those approaching retirement. In this bonus episode of The Money Puzzle, I sit down with The Australian’s Wealth Editor, Julie-anne Sprague, to share how I developed my approach to investing and what it can mean for your financial journey.

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by Roger Montgomery Posted in In the Press, Investing Education, On the Internet, Podcast Channel, Press.

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Parts of America’s industrial heartland are being transformed, and smokestacks and steel mills are being replaced by the scream of Graphic Proocessing Units (GPUs) housed inside concrete bunkers known as data centres. The transformation of parts of the U.S., such as Pennsylvania, is being mirrored globally as the world’s biggest tech names pour hundreds of billions into the physical infrastructure powering artificial intelligence. continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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What does 30 June means for investors in managed funds? While the broader public may focus on tax returns and winter holidays, investors — particularly those in actively managed equity funds like those offered by Montgomery — may notice distributions being paid around this time. continue…

by Rhodri Taylor Posted in Investing Education.

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When Warren Buffett was asked to distil the essence of investing success, he offered the following:

“Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily-understandable business whose earnings are virtually certain to be materially higher five, 10 and 20 years from now. Over time, you will find only a few companies that meet these standards – so when you see one that qualifies, you should buy a meaningful amount of stock. You must also resist the temptation to stray from your guidelines: If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes. Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.” continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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Have you heard of the FIRE movement? FIRE – Financial Independence Retire Early is a lifestyle and investment philosophy and movement that’s focused on aggressively saving and investing to achieve financial independence and retire much earlier than the traditional retirement age. continue…

by Roger Montgomery Posted in Investing Education.

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