Rick Maggi

17 September 2020

Budgeting, Debt Management, Finance, Financial Stress, Gearing, Mortgage

Lenders getting tough on old borrowers...

Rick Maggi

17 September 2020

Budgeting, Debt Management, Finance, Financial Stress, Gearing, Mortgage

Lenders getting tough on old borrowers...

Australian banks this month started the largest ever customer contact program in the industry's history…

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

15 September 2020

Economics, Educational, Shares, SMSF, Strategy, Superannuation, Wealth Accumulation

Is the stock market divorced from reality?

Rick Maggi

15 September 2020

Economics, Educational, Shares, SMSF, Strategy, Superannuation, Wealth Accumulation

Is the stock market divorced from reality?

A 3-minute read and assessment of the current state of the stock market, from Dimensional Fund Advisors….

Rick Maggi

14 September 2020

CFP, Financial Planning Assoc, Financial Planning, Financial Advice

Choosing the right financial advice

Rick Maggi

14 September 2020

CFP, Financial Planning Assoc, Financial Planning, Financial Advice

Whatever your life stage, making the right decisions about your financial situation has never been more important…

Rick Maggi

11 September 2020

Coronavirus, Economics, Educational, Wealth Accumulation, Superannuation, Strategy, SMSF, Shares

Envisioning a post-pandemic future...

Rick Maggi

11 September 2020

Coronavirus, Economics, Educational, Wealth Accumulation, Superannuation, Strategy, SMSF, Shares

The American mathematician Claude Shannon famously established a lower bound for the number of possible moves in a typical chess match: around 10120…

Rick Maggi

9 September 2020

Adult children as long term residents...

Rick Maggi

9 September 2020

Adult children as long term residents...

In the wake of the COVID-19 pandemic, many young adults have been forced out of work and back into the family home. As the pandemic stretches on, how can you manage the added cost of supporting your children – and help them get back on their feet?

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

2 September 2020

Estate, Wills & Estate Planning

Why you need a Will

Rick Maggi

2 September 2020

Estate, Wills & Estate Planning

In 2020 COVID-19 has introduced significant health risks and changes to family life. It’s now more important to have an estate plan so you can make sure your family and loved ones are looked after should you become ill or die….

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…

Rick Maggi

26 August 2020

Educational, Financial Advice, Financial Planning, Investing, Strategy, Superannuation, ETFs, Exchange Traded Funds

ETFs: Diversified vs Individual Asset Class

Rick Maggi

26 August 2020

Educational, Financial Advice, Financial Planning, Investing, Strategy, Superannuation, ETFs, Exchange Traded Funds

ETFs: Diversified vs Individual Asset Class

A question that comes up for many investors at the beginning of their ETF investment journey is whether they should invest in a diversified ETF or an individual asset class ETF…

Rick Maggi

25 August 2020

SMSF, Superannuation, Strategy

How SMSF trustees navigated COVID-19 volatility

Rick Maggi

25 August 2020

SMSF, Superannuation, Strategy

How SMSF trustees navigated COVID-19 volatility

Last week, Vanguard and Investment Trends launched the 2020 SMSF Investor Report. This year's report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook, providing an insight into how trustees navigated through COVID-19 volatility…