‘Wealth Accumulation’ Category

Smart EOFY 2013 Strategies

12 End of Financial Year strategies to consider…

With the end of the financial year fast approaching, now is a great time to take advantage of various superannuation, insurance and tax strategies to reduce costs, save tax and streamline your finances.

Below is a useful guide to help you get there, but if you have any doubts or concerns, please contact us or discuss your personal circumstances with your financial adviser or tax specialist before taking action. Rick Maggi.

Read Smart EOFY Guide

Japan’s monetary easing and global markets

What are the implications for Australia?

Following the recent changes to Japan’s monetary policy, AMP Capital’s Dr Shane Oliver discusses it’s implications for global share markets. Rick Maggi.

Watch Now

Are we in for another bout of weakness?

Olivers Insights

After a strong start to the year, share markets have had a few wobbles lately and bonds have rallied again. Sell in May and go away? Rick Maggi.

Read more here

Running to Stand Still

‘Outside The Flags’ (Jim Parker, Dimensional)

Trying to correctly time your entry point to the market is never easy. Just ask the experts. This brief article written by Jim Parker, VP of Dimensional (DFA) Australia, is another reminder of the perils of market timing. Let me know if you’d like a copy of Jim Parker’s book ‘Outside the Flags’ – an easy, enjoyable read. Rick Maggi.

Read ‘Running to Stand Still’

Don’t worry about a stock market drop…

Feeling a little Vertigo?

With US share markets at all time highs and Australian markets quickly gaining ground, it is only natural to feel a little nervous about what might be around the corner. British Journalist and Economist, Anatole Kaletsky, suggests that you might want to take a different view. Read more here. Enjoy! Rick Maggi.

The Espresso Portfolio

…all it takes is time and the price of a cup of coffee

This is a simple, poignant piece written by Dimensional Australia’s VP, Jim Parker. Should be compulsory reading for anyone looking to grow their wealth. Enjoy!  Rick Maggi.

The Espresso Portfolio

Dow smashes record as US stocks surge

All-time high…

The Dow Jones Industrial Average soared to an all-time record high on Tuesday, passing the five-year old mark to leave behind the deep losses of the economic crisis. The positive impact on Australian superannuation and pension funds has been huge. Read More Here. Rick Maggi.

A new long-term bull market edging closer…

…but may be somewhat constrained

This is a fascinating article from AMP Capital’s Dr Shane Oliver, which suggests that the long-term ‘secular bear market’ which has plagued investors since the year 2000 is about to end, making way for a new longer running bull market, but with some limitations. Worth a read. Rick Maggi.       Read here… Bull market getting closer

Italian elections & European risk

Where to from here?

With an inconclusive election result and a general unwillingness to reform their economy, Italy’s future (and therefore Europe’s), is back in the spotlight, impacting on share markets and overall confidence. This is a brief report on the topic. Rick Maggi

Italian Election/European Risk

What is the prediction for Gold in 2013?

CommSec Gold Commentary…

The following is a 3 minute video commentary from CommSec about the prospects for gold during 2013 and 2014. Enjoy. Rick Maggi.

Gold prediction video