Why paying down your mortgage could be your best investment
Montgomery Investment Management
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Welcome to the latest edition of Montgomery’s newsletter.
In this edition Roger Montgomery reviews whether paying off your mortgage is a good investment in the current economic environment and also shares why there are plenty of reasons to be optimistic about the year ahead.
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WHY PAYING DOWN YOUR MORTGAGE COULD BE YOUR BEST INVESTMENT
With interest rates rising, many of you are probably wondering if it would be beneficial to pay more off your mortgage if you have sufficient extra funds. The good news is that if you are in a high personal tax bracket, it could be your best investment right now.
WHY I’M CAUTIOUSLY OPTIMISTIC ABOUT 2023
Equity investors endured a difficult year in 2022. Without question, a ‘baby and bathwater’ dynamic played out last year; higher quality companies were thrown out along with the rubbish. Despite this, the Australian market ended January with positive returns for both stocks and bonds. Roger Montgomery writes why he believes there are plenty of reasons to be cautiously optimistic about the year ahead.?