Where SMSFs are investing...

Where SMSFs are investing...

Recently released ATO data shows some SMSFs have too much of their money invested into just a few asset classes and are not as diversified as they could be. Here's why having broad market exposure is important in retirement…

The threat of higher petrol prices...

The threat of higher petrol prices...

World oil prices have spiked to their highest levels since 2008, rising more than 30% since the war in Ukraine started…

Russia/Ukraine

Russia/Ukraine

Yesterday’s full scale Russian invasion of Ukraine will no doubt trigger further market volatility as we move forward into the comings days and weeks. Clearly the situation is fluid and there is really no way of predicting what may or may not happen at this early stage. We’ll keep you posted as events unfold, and as always, if you are a client of Westmount, feel free to reach out if you have any concerns. Rick Maggi

The patient investor and the turbulent markets...

The patient investor and the turbulent markets...

Markets have come under pressure amid perceived new risks. Now is a time to maintain your fortitude and remain focused on your long-term goals..

How far has your portfolio drifted?

How far has your portfolio drifted?

Portfolio drift causes your strategic allocation to specific asset classes to move out of alignment. Here's why ignoring the drift can be detrimental over time…