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

11 November 2020

Currency, Investing, SMSF, Superannuation

To hedge or not to hedge?

Rick Maggi

11 November 2020

Currency, Investing, SMSF, Superannuation

How can investors make an informed decision about whether and when to hedge currency exposures? (Technical)

Rick Maggi

10 November 2020

Women Advice, Investing

Power Move Podcast (Ep. 3): Myth busting

Rick Maggi

10 November 2020

Women Advice, Investing

Power Move Podcast (Ep. 3): Myth busting

Power Move is a three part series all about investing, brought to you by Future Women in partnership with Vanguard Australia. This article recaps the key points discussed in episode 3 with Rachel White, including common investing myths and how to get start investing.

Rick Maggi

8 November 2020

Wealth Accumulation, Superannuation, Retirement, Investing

The Biden Presidency : Implications for investors...

Rick Maggi

8 November 2020

Wealth Accumulation, Superannuation, Retirement, Investing

The Biden Presidency : Implications for investors...

Legal challenges aside, Joe Biden & Kamala Harris will now become the next President & Vice President of the United States…

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

4 November 2020

Financial Planning, Financial Advice, Finance, Investing, Women Advice

Power Move Podcast (Ep 1): Investing 101

Rick Maggi

4 November 2020

Financial Planning, Financial Advice, Finance, Investing, Women Advice

Power Move Podcast (Ep 1): Investing 101

Power Move is a three part series all about investing, brought to you by Future Women in partnership with Vanguard Australia. This article recaps the key points discussed in episode 1 with Shannon Nutter, including what is investing and why it's so important…

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?

Rick Maggi

8 October 2020

Federal Budget, Financial Advice, Financial Planning, Interest Rates, Investing, Pensions, Property, Real Estate, Small Business, Shares, SMSF, Stats, Strategy, Superannuation, Taxation, Wealth Accumulation

Federal Budget: What it means for you and the markets...

Rick Maggi

8 October 2020

Federal Budget, Financial Advice, Financial Planning, Interest Rates, Investing, Pensions, Property, Real Estate, Small Business, Shares, SMSF, Stats, Strategy, Superannuation, Taxation, Wealth Accumulation

Federal Budget: What it means for you and the markets...

A detailed summary of Federal Budget 2020, and how impacts on you and the financial markets…

Rick Maggi

18 September 2020

Economics, Educational, Financial Planning, Investing, SMSF, Superannuation, Retirement, Wealth Accumulation

Important changes to superannuation...

Rick Maggi

18 September 2020

Economics, Educational, Financial Planning, Investing, SMSF, Superannuation, Retirement, Wealth Accumulation

For better or worse, superannuation rules continue to evolve. However, from July 1, 2020, new rules were introduced making contributing to superannuation in your later years just the little bit easier…

Rick Maggi

16 September 2020

Financial Advice, Financial Planning, Investing, Wealth Accumulation, Superannuation, Strategy

Survey: Investment preferences of the young...

Rick Maggi

16 September 2020

Financial Advice, Financial Planning, Investing, Wealth Accumulation, Superannuation, Strategy

Survey: Investment preferences of the young...

ASX recently published its annual investor study which this year surveyed over 5,000 investors on their investment preferences and priorities…

Rick Maggi

8 September 2020

Educational, Economics, Financial Planning, Financial Advice, Investing, Strategy, Superannuation, Wealth Accumulation, Westmount Financial

The trouble with intuition...

Rick Maggi

8 September 2020

Educational, Economics, Financial Planning, Financial Advice, Investing, Strategy, Superannuation, Wealth Accumulation, Westmount Financial

Cognitive bias has been of particular interest to the investing community and long lists of biases – confirmation bias, anchoring, the recency effect and dozens of others – are now the stock-in-trade of beginner investors worldwide…

Rick Maggi

3 September 2020

Economics, Financial Advice, Financial Planning, Interest Rates, Investing, Market Risk, Market/Economic Update, Newsletter, Real Estate, Shares, SMSF, Socially Responsible-SRI, Strategy, Stimulus, Superannuation, Trusted Advice, Wealth Accumulation

Market Outlook Q&A

Rick Maggi

3 September 2020

Economics, Financial Advice, Financial Planning, Interest Rates, Investing, Market Risk, Market/Economic Update, Newsletter, Real Estate, Shares, SMSF, Socially Responsible-SRI, Strategy, Stimulus, Superannuation, Trusted Advice, Wealth Accumulation

AMP’s Dr Shane Oliver does Q&A (a worthwhile article)…

Rick Maggi

1 September 2020

Budgeting, Debt Management, Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Financial Stress, Goal Setting, Investing, Lifestyle, Loans, Educational

Don't let overspending be your undoing...

Rick Maggi

1 September 2020

Budgeting, Debt Management, Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Financial Stress, Goal Setting, Investing, Lifestyle, Loans, Educational

Don't let overspending be your undoing...

Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a certain lifestyle is stretching your finances, it could be time to take action…