Rick Maggi CFP, Financial Advisor (Perth) 5 December 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Investing 5 steps to build a diversified portfolio... Rick Maggi CFP, Financial Advisor (Perth) 5 December 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Investing If you’re looking to build a diversified investment portfolio, here are five steps to get you started…
Rick Maggi CFP, Financial Advisor (Perth) 26 November 2024 Shares, Share valuations, ETFs, Managed Funds, Westmount Financial, Wealth Accumulation Measuring the price of shares.. Rick Maggi CFP, Financial Advisor (Perth) 26 November 2024 Shares, Share valuations, ETFs, Managed Funds, Westmount Financial, Wealth Accumulation This article provides an excellent overview of how investment analysts value companies and the role diversification plays in investing…
Rick Maggi CFP, Financial Advisor (Perth) 12 November 2024 Westmount Financial, Wealth Accumulation, Risk, Superannuation, Retirement Planning Thinking about diversification differently... Rick Maggi CFP, Financial Advisor (Perth) 12 November 2024 Westmount Financial, Wealth Accumulation, Risk, Superannuation, Retirement Planning Diversification strategies beyond asset allocation…
Rick Maggi CFP, Financial Advisor (Perth) 8 November 2024 Trump, US Elections, Westmount Financial, Wealth Accumulation, Shares, Market/Economic Update, Markets Trump 2.0: Potential impact on Australia's economy... Rick Maggi CFP, Financial Advisor (Perth) 8 November 2024 Trump, US Elections, Westmount Financial, Wealth Accumulation, Shares, Market/Economic Update, Markets Shares, inflation and interest rates - how will Trump’s victory likely impact the Australian economy?
Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing Rates remain on hold... Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing While some were disappointed, the writing was on the wall…
Rick Maggi CFP, Financial Advisor (Perth) 22 October 2024 Housing, Property, Westmount Financial, Wealth Accumulation, Retirement Planning Global housing trends... Rick Maggi CFP, Financial Advisor (Perth) 22 October 2024 Housing, Property, Westmount Financial, Wealth Accumulation, Retirement Planning Australia’s relatively lower homeownership rate is one sign of the housing affordability problem. Other metrics show a similar issue…
Rick Maggi CFP, Financial Advisor (Perth) 16 October 2024 Westmount Financial, Well Being, Superannuation, Retirement, Aged Care Caregiving can have a retirement sting... Rick Maggi CFP, Financial Advisor (Perth) 16 October 2024 Westmount Financial, Well Being, Superannuation, Retirement, Aged Care Around 3 million Australians are unpaid caregivers. Most face a risk…
Rick Maggi CFP, Financial Advisor (Perth) 4 October 2024 Financial Advice, Financial Planning, Finding Financial Advisor, Westmount Financial, Wealth Accumulation, Trusted Advice, Superannuation, Retirement, Retirement Planning, Rick Maggi The value of financial advice... Rick Maggi CFP, Financial Advisor (Perth) 4 October 2024 Financial Advice, Financial Planning, Finding Financial Advisor, Westmount Financial, Wealth Accumulation, Trusted Advice, Superannuation, Retirement, Retirement Planning, Rick Maggi The FAAA’s latest research has shown that not only has trust in financial advisers hit record highs,..
Rick Maggi CFP, Financial Advisor (Perth) 1 October 2024 Westmount Financial, Wealth Accumulation, Vanguard, Retirement How much cash is too much? Rick Maggi CFP, Financial Advisor (Perth) 1 October 2024 Westmount Financial, Wealth Accumulation, Vanguard, Retirement While cash is often viewed as a safe haven, it does have investment risks...
Rick Maggi CFP, Financial Advisor (Perth) 26 September 2024 Bonds, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy Adding bonds to your investment mix (video)... Rick Maggi CFP, Financial Advisor (Perth) 26 September 2024 Bonds, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy Bonds can play an important role in investment portfolios, especially as Term Deposit rates contribute to fall. But what exactly are they?
Rick Maggi 15 September 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Retirement, Investing Watch the 2024 Vanguard Index Chart video... Rick Maggi 15 September 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Retirement, Investing See how a $10,000 investment into different assets would have grown over 30 years…
Rick Maggi 13 September 2024 ETFs, Westmount Financial What company delistings mean for ETFs... Rick Maggi 13 September 2024 ETFs, Westmount Financial So when a company is delisted from an exchange, how does this impact on an index Exchange Traded Fund (ETF)?
Rick Maggi 12 September 2024 Westmount Financial, Gold Digging into the gold rush... Rick Maggi 12 September 2024 Westmount Financial, Gold Hugh Lam (Betashares) examines the reasons behind gold's recent popularity...
Rick Maggi 23 August 2024 Westmount Financial, Wealth Accumulation, Vanguard, Investing 2024 Vanguard Index Chart... Rick Maggi 23 August 2024 Westmount Financial, Wealth Accumulation, Vanguard, Investing The strong path from steady investing...
Rick Maggi 9 August 2024 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning 3 tips for building a good portfolio... Rick Maggi 9 August 2024 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning On a more positive note, here are some basic principles to help give investors the best chance of success…
Rick Maggi 8 July 2024 Westmount Financial, Superannuation Superannuation Changes from 1 July 2024... Rick Maggi 8 July 2024 Westmount Financial, Superannuation Here are the superannuation changes you need to know about…
Rick Maggi 2 July 2024 Westmount Financial, Wealth Accumulation, Superannuation, Shares, Rick Maggi, Retirement Planning, Retirement, Market/Economic Update Another strong year - but can this continue? Rick Maggi 2 July 2024 Westmount Financial, Wealth Accumulation, Superannuation, Shares, Rick Maggi, Retirement Planning, Retirement, Market/Economic Update 2023-24 saw strong investment returns - but can this continue much longer?
Rick Maggi 25 June 2024 Westmount Financial, Retirement Planning, Superannuation Retirement: The fear of running out... Rick Maggi 25 June 2024 Westmount Financial, Retirement Planning, Superannuation An interesting research report exposes the very real fear of ‘longevity risk’ in our community…
Rick Maggi 19 June 2024 Eurozone, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Investing, Election The rise of the far-right in Europe: implications for investors... Rick Maggi 19 June 2024 Eurozone, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Investing, Election Are last weeks European elections and the rising popularity of the far-right something you should be worried about?
Rick Maggi 10 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Retirement, Investing, Asset Allocation How much cash is too much? Rick Maggi 10 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Retirement, Investing, Asset Allocation What is a right amount of cash to hold, if there is such a thing?
