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.

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.

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.

We’ve all heard the stories of entrepreneurs who succeeded after failure. Less common are the stories of those who failed after succeeding. Heck, I Googled “entrepreneurs who failed AFTER succeeding” and Google returned pages and pages of articles with titles similar to; “How successful entrepreneurs bounce back from failure. ” The opposite of what I was searching for.

There are a myriad of solutions offered for retirees to help manage their finances and wealth during their golden years. With people living longer, the questions of ‘will it last? ’ and ‘how much can I expect? ’ are fuelling the proliferation of tools, calculators and apps.