Rick Maggi

1 April 2022

Investing, Retirement, SMSF, Superannuation, Strategy, Westmount Financial, Wealth Accumulation

Where SMSFs are investing...

Rick Maggi

1 April 2022

Investing, Retirement, SMSF, Superannuation, Strategy, Westmount Financial, Wealth Accumulation

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…

Rick Maggi

30 March 2022

Federal Budget Summary 2022-2023...

Rick Maggi

30 March 2022

…a “magic election pudding” of more spending and lower deficits…

Rick Maggi

29 March 2022

Federal Budget

2022 Federal Budget

Rick Maggi

29 March 2022

Federal Budget

A full breakdown of tonight’s Federal Budget will be sent to clients tomorrow.

Rick Maggi

28 March 2022

Shares, Wealth Accumulation

Shares 101: A closer look

Rick Maggi

28 March 2022

Shares, Wealth Accumulation

What exactly is a share (or stock), and how do they work? Read on to find out the different ways of classifying companies and their shares…

Rick Maggi

27 March 2022

Bitcoin, Cryptocurrency, Ethereum

What to consider before investing in crypto...

Rick Maggi

27 March 2022

Bitcoin, Cryptocurrency, Ethereum

What to consider before investing in crypto...

Many investors are wondering whether they should add cryptocurrency to their portfolios. Here's what Vanguard thinks…

Rick Maggi

25 March 2022

How to react when markets drop...

Rick Maggi

25 March 2022

Even for investors who buy stocks for their long-term growth potential, sharp drops can still be hard to stomach. Here are some things to keep in mind if a market tumble makes you feel the need to "do something."

Rick Maggi

23 March 2022

Home Loans, Home Ownership vs Renting, Home Deposit

Investing for a house deposit...

Rick Maggi

23 March 2022

Home Loans, Home Ownership vs Renting, Home Deposit

Despite it seeming increasingly difficult to get on the property ladder, there are still a few ways younger investors can realistically work towards a house deposit…

Rick Maggi

17 March 2022

Changing jobs? Look before you leap...

Rick Maggi

17 March 2022

With "the Great Resignation" upon us, here are a few financial factors to consider before you change jobs…

Rick Maggi

15 March 2022

Westmount Financial, Superannuation, Retirement

Retirement expenses to consider...

Rick Maggi

15 March 2022

Westmount Financial, Superannuation, Retirement

Retirement will look different for everyone, but the only way to ensure a pathway towards living a retired lifestyle of your choosing is to plan ahead…

Rick Maggi

11 March 2022

Investing, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement

Ukraine - related economic effects

Rick Maggi

11 March 2022

Investing, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement

Our scenarios-based approach to economic forecasting amid war in Ukraine provides potential outcomes for growth and inflation…

Rick Maggi

9 March 2022

Ukraine, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement, Investing, Inflation

The threat of higher petrol prices...

Rick Maggi

9 March 2022

Ukraine, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement, Investing, Inflation

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

Rick Maggi

8 March 2022

Bridging the retirement savings gap...

Rick Maggi

8 March 2022

International Women's Day is an opportunity to both celebrate the achievements of women and highlight the challenges many still face around the world. Economic inequality is one of those challenges, and it's often evident through lower salary levels and superannuation balances…

Rick Maggi

4 March 2022

Westmount Financial, Wealth Accumulation, Vanguard, Ukraine, Stocks

How events in Ukraine change our economic views...

Rick Maggi

4 March 2022

Westmount Financial, Wealth Accumulation, Vanguard, Ukraine, Stocks

How events in Ukraine change our economic views...

Higher oil prices resulting from events in Ukraine are likely to trim economic growth and accelerate inflation to levels beyond what was previously expected…

Rick Maggi

3 March 2022

War in Ukraine: 5 big picture implications for investors...

Rick Maggi

3 March 2022

War in Ukraine: 5 big picture implications for investors...

Humans do horrible things to each other, and war is the worst example of that. What was first announced by Russia earlier last week as a “peacekeeping” force moving into part of eastern Ukraine controlled by Russian separatists quickly morphed into a full-blown attack…