Westmount Financial, Superannuation, Investing, Investment planning
Rick Maggi
Strong returns, but sustainable?

With the 2024/25 financial year now in the rearview mirror, its safe to say that despite extreme volatility, the year was another winner for investors. But can this continue?

Strong returns, but sustainable?

Investing

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Where SMSFs are investing...

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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…

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The threat of higher petrol prices...

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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…

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How far has your portfolio drifted?

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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…

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2022: Investment outlook

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2022: Investment outlook

Despite COVID and inflation worries, 2021 was a great year for diversified investors, with average 'balanced/growth' superannuation funds generating returns of about 14%. And more targeted, growth oriented, portfolios that may have included resource stocks, commercial property, and some international funds (and less cash holdings) performed even better. Of course, the question is - can these strong returns continue into 2022?

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The real impact of investment choices...

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The real impact of investment choices...

Alongside uncontrollable factors like market returns, the cumulative impact of all the investment choices you make along the way is what ultimately determines your investment outcome. That's why making good decisions about investment contributions and fees is of the utmost importance…

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What exactly is the FIRE movement?

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What exactly is the FIRE movement?

In the investment world, FIRE stands for "financial independence retire early". Read on to learn more about the FIRE approach and how you can tailor your saving and spending behaviours to align with your investment goals…

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Inflation, diversification, and the 60/40 portfolio

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Inflation, diversification, and the 60/40 portfolio

Inflation is on the rise and some investors are now beginning to wonder: will stock and bond returns start to to move in tandem?