Rick Maggi

30 September 2021

Wealth Accumulation, Superannuation, Strategy, Retirement

Market uncertainty: 3 ways to keep your perspective...

Rick Maggi

30 September 2021

Wealth Accumulation, Superannuation, Strategy, Retirement

Market uncertainty: 3 ways to keep your perspective...

No one can say for certain what the markets will do. What we do know however is that investors fare best when they focus on the factors they can control.

Rick Maggi

8 September 2021

Investing, Pensions, Retirement, SMSF, Strategy, Superannuation, Wealth Accumulation

How to rebalance your investment portfolio...

Rick Maggi

8 September 2021

Investing, Pensions, Retirement, SMSF, Strategy, Superannuation, Wealth Accumulation

How to rebalance your investment portfolio...

How can investors rebalance their portfolio and how often should they do it? Read more to find out.

Rick Maggi

25 August 2021

Economics, Westmount Financial, Wealth Accumulation, Strategy, SMSF, Shares

China's growth outlook...

Rick Maggi

25 August 2021

Economics, Westmount Financial, Wealth Accumulation, Strategy, SMSF, Shares

What does China’s economic slowdown and regulatory crackdown mean for China’s growth outlook?

Rick Maggi

13 August 2021

Wealth Accumulation, Superannuation, Strategy, Retirement, Investing

Staying 'active' in retirement...

Rick Maggi

13 August 2021

Wealth Accumulation, Superannuation, Strategy, Retirement, Investing

Vanguard's 2021 Index Chart demonstrates why taking an active role in your investments and ensuring you are adequately diversified is just as important in retirement as it is before you stop working…

Rick Maggi

30 June 2021

Educational, Financial Planning, Investing, Market Risk, Pensions, Retirement, SMSF, Strategy, Superannuation, Vanguard, Wealth Accumulation, Westmount Financial

What's your risk profile?

Rick Maggi

30 June 2021

Educational, Financial Planning, Investing, Market Risk, Pensions, Retirement, SMSF, Strategy, Superannuation, Vanguard, Wealth Accumulation, Westmount Financial

Your attitude to risk is one of the most important factors to consider when it comes to investing…

Rick Maggi

10 June 2021

Educational, Investing, Retirement, Strategy, Superannuation, Trusted Advice, Wealth Accumulation, Westmount Financial

How often should you check your investment returns?

Rick Maggi

10 June 2021

Educational, Investing, Retirement, Strategy, Superannuation, Trusted Advice, Wealth Accumulation, Westmount Financial

How often should you check your investment returns?

Before you started reading this article, did you already do a check-up on your investment portfolio value? If you did, and do so just about every day, you're certainly not alone.

Rick Maggi

28 May 2021

Event Driven Update, Investing, Market Risk, Market/Economic Update, Strategy, Superannuation, Wealth Accumulation, Inflation

Inflation - should we be worried?

Rick Maggi

28 May 2021

Event Driven Update, Investing, Market Risk, Market/Economic Update, Strategy, Superannuation, Wealth Accumulation, Inflation

Fears of inflation are beginning to take hold. Is a storm brewing or this all a bit overdone?

Rick Maggi

22 April 2021

Investing, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation, Vanguard, Westmount Financial

Active, index, or both?

Rick Maggi

22 April 2021

Investing, Pensions, Retirement, Strategy, Superannuation, Wealth Accumulation, Vanguard, Westmount Financial

Instead of choosing between index and active investing, consider the core-satellite approach wherein the best aspects of both strategies are combined to construct a portfolio…

Rick Maggi

27 February 2021

Economics, Educational, Financial Advice, Financial Planning, Gearing, Index Funds, Investing, Market/Economic Update, Retirement, Shares, Strategy, Superannuation, Wealth Accumulation, Westmount Financial, Risk

The risks in hunting for higher returns...

Rick Maggi

27 February 2021

Economics, Educational, Financial Advice, Financial Planning, Gearing, Index Funds, Investing, Market/Economic Update, Retirement, Shares, Strategy, Superannuation, Wealth Accumulation, Westmount Financial, Risk

The risks in hunting for higher returns...

How much investment risk are you willing to take?

Rick Maggi

17 February 2021

Goal Setting, Inflation, Interest Rates, Investing, Investment Fees, Market Risk, Market/Economic Update, Strategy, Superannuation, Retirement, Wealth Accumulation

Let's talk about a market downturn...

Rick Maggi

17 February 2021

Goal Setting, Inflation, Interest Rates, Investing, Investment Fees, Market Risk, Market/Economic Update, Strategy, Superannuation, Retirement, Wealth Accumulation

It’s always the right time to talk about long-term investing, and now might be a particularly good time…

Rick Maggi

12 November 2020

Investing, Market/Economic Update, Shares, SMSF, Strategy, Superannuation, Wealth Accumulation, IPO, Vanguard

Behind the dash in new market listings...

Rick Maggi

12 November 2020

Investing, Market/Economic Update, Shares, SMSF, Strategy, Superannuation, Wealth Accumulation, IPO, Vanguard

Behind the dash in new market listings...

There's been an unexpected surge in new listings on the Australian share market over recent months. Why?

Rick Maggi

5 November 2020

Ethical Investing, Westmount Financial, Superannuation, Strategy, Investing, Sustainability, ESG

The ins and outs of ethical investing...

Rick Maggi

5 November 2020

Ethical Investing, Westmount Financial, Superannuation, Strategy, Investing, Sustainability, ESG

The ins and outs of ethical investing...

With growing concerns about climate change and other environmental and social justice issues, more and more investors are opting for ethical investing…

Rick Maggi

29 October 2020

Economics, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Shares

Where are we in the recovery now?

Rick Maggi

29 October 2020

Economics, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Shares

From the get-go back in March, as coronavirus lockdowns hit, there has been much debate about what this recession would be like: how deep and long would it be?

Rick Maggi

28 October 2020

Coronavirus, Financial Advice, Financial Planning, Financial Planning Assoc, Investing, Retirement, Strategy, Superannuation, Wealth Accumulation

COVID & Responsible Investing...

Rick Maggi

28 October 2020

Coronavirus, Financial Advice, Financial Planning, Financial Planning Assoc, Investing, Retirement, Strategy, Superannuation, Wealth Accumulation

The pandemic has been described as the ultimate test for the performance of funds that consider environmental, social, governance factors, writes Clifford Fram. The early evidence shows they are outperforming their peers…

Rick Maggi

25 October 2020

Strategy, Shares, Superannuation, Investing, Educational

Investing or gambling?

Rick Maggi

25 October 2020

Strategy, Shares, Superannuation, Investing, Educational

Are we jumping into the market with a realistic plan and the view that we are investing for the long-term? Or are we essentially downloading an app to try our luck on some shares?