Rick Maggi 10 January 2024 Economics, Inflation, Interest Rates, Shares, Westmount Financial Inflation falls... Rick Maggi 10 January 2024 Economics, Inflation, Interest Rates, Shares, Westmount Financial Inflation falls too its lowest level in almost two years…
Rick Maggi 9 January 2024 Beginners, Budgeting, Children Savings, Children's Finance, Educational, Investing, Westmount Financial, Rick Maggi Children/Grandchildren: Planning for the future (an invitation)... Rick Maggi 9 January 2024 Beginners, Budgeting, Children Savings, Children's Finance, Educational, Investing, Westmount Financial, Rick Maggi ‘Planning for the future’ starts earlier than you might think…
Rick Maggi 13 December 2023 2024, Market/Economic Update, Westmount Financial, Superannuation What's in store for 2024? Rick Maggi 13 December 2023 2024, Market/Economic Update, Westmount Financial, Superannuation AMP’s Dr Shane Oliver discusses the five key themes of 2023 and also looks ahead to 2024…
Rick Maggi 4 December 2023 Bonds, Westmount Financial, Betashares Move carefully... Rick Maggi 4 December 2023 Bonds, Westmount Financial, Betashares this Monday’s market update from David Bassanese (Betashares) with a particular focus on the recent bond rally…
Rick Maggi 30 November 2023 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, Investing How to rebalance your investment portfolio... Rick Maggi 30 November 2023 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, Investing How can investors rebalance their portfolio and how often should they do it?
Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement How to pass the diversification test... Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Why you shouldn’t put all your eggs in the one basket…
Rick Maggi 6 November 2023 Westmount Financial, Wealth Accumulation, Investing Strategic asset allocation: a better tactic for investors... Rick Maggi 6 November 2023 Westmount Financial, Wealth Accumulation, Investing Making portfolio changes based on short-term volatility can be detrimental over the long term…
Rick Maggi 3 November 2023 Educational, Westmount Financial, Rick Maggi Panic: Informed or inundated? Rick Maggi 3 November 2023 Educational, Westmount Financial, Rick Maggi Panic is self-inflicted harm. There’s a better way forward…
Rick Maggi 2 November 2023 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Investment Fees, Investing Fees: The one thing in investing you can control... Rick Maggi 2 November 2023 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Investment Fees, Investing You can't control what happens on financial markets. But you can control one factor to improve your returns…
Rick Maggi 30 October 2023 Interest Rates, Inflation, Westmount Financial Fed to hold... Rick Maggi 30 October 2023 Interest Rates, Inflation, Westmount Financial This week’s market summary from Betashares’ David Bassanese…
Rick Maggi 16 October 2023 Bonds, Interest Rates, Westmount Financial, Wealth Accumulation Have yields peaked? Rick Maggi 16 October 2023 Bonds, Interest Rates, Westmount Financial, Wealth Accumulation Today’s Monday update from David Bassanese…
Rick Maggi 11 October 2023 Westmount Financial, Wealth Accumulation, Vanguard, Stocks The hunt for red Octobers... Rick Maggi 11 October 2023 Westmount Financial, Wealth Accumulation, Vanguard, Stocks Share markets remain jittery. Should investors be worried about the October effect?
Rick Maggi 29 September 2023 Children Savings, Vanguard, Westmount Financial How to budget using the envelope method... Rick Maggi 29 September 2023 Children Savings, Vanguard, Westmount Financial 5 simple steps…
Rick Maggi 27 September 2023 Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement Does currency hedging give an edge? Rick Maggi 27 September 2023 Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement The ongoing effect of currency movements on international assets are often overlooked by investors…
Rick Maggi 25 September 2023 Market/Economic Update, Westmount Financial, Betashares Market insights (Monday, 25 September 2023)... Rick Maggi 25 September 2023 Market/Economic Update, Westmount Financial, Betashares This week’s market insights from David Bassanese (Betashares)…
Rick Maggi 8 June 2023 Goal Setting, Financial Planning, Westmount Financial, Wealth Accumulation New year, new you... Rick Maggi 8 June 2023 Goal Setting, Financial Planning, Westmount Financial, Wealth Accumulation A new financial year can bring a chance to reset and focus on the goals that matter most. Here are some suggestions framed in the context of common new year's resolutions…
Rick Maggi 31 May 2023 Westmount Financial, Wealth Accumulation, Stocks Sell in May and go away? Not so fast... Rick Maggi 31 May 2023 Westmount Financial, Wealth Accumulation, Stocks Shares have rebounded from last year’s lows, but is this sustainable?
Rick Maggi 26 May 2023 Diversification, Financial Advice, International shares, Westmount Financial, Wealth Accumulation, Superannuation What an Australian bias can cost a portfolio... Rick Maggi 26 May 2023 Diversification, Financial Advice, International shares, Westmount Financial, Wealth Accumulation, Superannuation Here’s how a broadly diversified portfolio with international exposure ultimately produces more stable returns…
Rick Maggi 26 May 2023 Economics, Investing, Market/Economic Update, Westmount Financial Vanguard's May economic forecast... Rick Maggi 26 May 2023 Economics, Investing, Market/Economic Update, Westmount Financial Vanguard’s latest forecasts for investment returns and a region-by-region outlook…
Rick Maggi 25 May 2023 Westmount Financial, Sophisticated investor The pros and cons of being a sophisticated investor... Rick Maggi 25 May 2023 Westmount Financial, Sophisticated investor What are the benefits and risks of being a sophisticated investor?