Rick Maggi 23 February 2024 Market Wrap, Market/Economic Update, Market volatility, Wealth Accumulation, Westmount Financial, Superannuation, Retirement Investment and economic outlook (Feb 2024)... Rick Maggi 23 February 2024 Market Wrap, Market/Economic Update, Market volatility, Wealth Accumulation, Westmount Financial, Superannuation, Retirement Vanguard’s economic outlook (Australia and global)…
Rick Maggi 22 February 2024 Retirement, Superannuation Super caps to rise on July 1... Rick Maggi 22 February 2024 Retirement, Superannuation A great opportunity to reduce tax and boost your retirement nest egg…
Rick Maggi 14 February 2024 Investing, Superannuation, Wealth Accumulation, Westmount Financial, Investment strategy Sound money... Rick Maggi 14 February 2024 Investing, Superannuation, Wealth Accumulation, Westmount Financial, Investment strategy The investment benefits from the return of “sound money”…
Rick Maggi 8 February 2024 Superannuation, Retirement Clock is ticking on a super free kick... Rick Maggi 8 February 2024 Superannuation, Retirement With ample time left before 30 June, now could be a good time to catch up on super…
Rick Maggi 30 January 2024 Westmount Financial, Superannuation, Wealth Accumulation Four timeless principles for investing... Rick Maggi 30 January 2024 Westmount Financial, Superannuation, Wealth Accumulation Investing can mean different things to different people…
Rick Maggi 16 January 2024 2024, Inflation, Westmount Financial, Wealth Accumulation, Superannuation, Retirement What does falling inflation mean for investors? Rick Maggi 16 January 2024 2024, Inflation, Westmount Financial, Wealth Accumulation, Superannuation, Retirement Inflation is in retreat, but what does this mean to investors?
Rick Maggi 1 January 2024 Retirement, Superannuation, Financial Advice, Financial Planning Picking your retirement point... Rick Maggi 1 January 2024 Retirement, Superannuation, Financial Advice, Financial Planning One of the hardest decisions for many people – excluding those who want to keep on working – is choosing when to stop…
Rick Maggi 20 December 2023 Superannuation Plan to make super catch-ups, if you can... Rick Maggi 20 December 2023 Superannuation A super free kick that’s yours for the taking…
Rick Maggi 13 December 2023 2024, Market performance, Market/Economic Update, Westmount Financial, Superannuation What's in store for 2024? Rick Maggi 13 December 2023 2024, Market performance, Market/Economic Update, Westmount Financial, Superannuation AMP’s Dr Shane Oliver discusses the five key themes of 2023 and also looks ahead to 2024…
Rick Maggi 30 November 2023 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, Investing How to rebalance your investment portfolio... Rick Maggi 30 November 2023 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, Investing How can investors rebalance their portfolio and how often should they do it?
Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement How to pass the diversification test... Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Why you shouldn’t put all your eggs in the one basket…
Rick Maggi 2 November 2023 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Investment Fees, Investing Fees: The one thing in investing you can control... Rick Maggi 2 November 2023 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Investment Fees, Investing You can't control what happens on financial markets. But you can control one factor to improve your returns…
Rick Maggi 2 October 2023 Super taxes, Superannuation, SMSF Govt releases $3m super tax reform draft legislation... Rick Maggi 2 October 2023 Super taxes, Superannuation, SMSF The 30% super tax on $3m + balances slowly moves forward…
Rick Maggi 28 September 2023 Superannuation, Retirement The benefits and risks of collectable super assets... Rick Maggi 28 September 2023 Superannuation, Retirement While owning collectible and personal use assets an SMSF may sound appealing, there’s a big catch…
Rick Maggi 27 September 2023 Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement Does currency hedging give an edge? Rick Maggi 27 September 2023 Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement The ongoing effect of currency movements on international assets are often overlooked by investors…