Rick Maggi

1 May 2018

Event Driven Update, Financial Planning, Interest Rates

Interest Rates Remain On Hold

Rick Maggi

1 May 2018

Event Driven Update, Financial Planning, Interest Rates

Interest rates remained on hold today (a new record), find out why…

Rick Maggi

27 April 2018

Event Driven Update, Royal Commission'

Royal Commission Fallout

Rick Maggi

27 April 2018

Event Driven Update, Royal Commission'

By the end of this week, the Royal Commission contained all the ingredients of a cheesy 1980s cloak and dagger TV drama. Culminating in the stress induced hospitalisation of a CEO, this week's onslaught would have been as entertaining as an episode of Dynasty…

Rick Maggi

3 April 2018

Economics, Event Driven Update, Interest Rates

Rates on Hold at 1.5%

Rick Maggi

3 April 2018

Economics, Event Driven Update, Interest Rates

This month’s Reserve Bank of Australia interest rate policy meeting delivered no surprises, with interest rates kept on hold again at 1.5%...

Rick Maggi

3 April 2018

Economics, Event Driven Update, Superannuation, Politics, Investing

What Happens In A Trade War? (VIDEO)

Rick Maggi

3 April 2018

Economics, Event Driven Update, Superannuation, Politics, Investing

As the war of words heats up between the US and China, this brief video from CNN provides an easy to understand explanation of trade wars and what we might expect if things really heat-up...

Rick Maggi

27 March 2018

Event Driven Update, Investing, Pensions, Superannuation, Dividend Imputation

Labor Backflips on Tax Grab

Rick Maggi

27 March 2018

Event Driven Update, Investing, Pensions, Superannuation, Dividend Imputation

Pensioners will now be exempt from Bill Shorten’s retiree tax grab after a fierce community backlash that Labor feared would hurt them in marginal seats at the next election...

Rick Maggi

14 March 2018

Event Driven Update

RIP Stephen Hawking

Rick Maggi

14 March 2018

Event Driven Update

Stephen Hawking, the brilliant British theoretical physicist who overcame a debilitating disease to publish wildly popular books probing the mysteries of the universe, has died, according to a family spokesman. He was 76...

Rick Maggi

14 March 2018

Event Driven Update, Politics, Taxation

Shortsighted Tax Proposals

Rick Maggi

14 March 2018

Event Driven Update, Politics, Taxation

Yesterday, the Opposition Leader revealed a new policy to abolish the ability for individuals to claim cash refunds on excess imputation credits that had not been applied to offset tax liabilities...

Rick Maggi

13 March 2018

Economics, Educational, Event Driven Update, Financial Advice, Financial Planning, Investing, Market Risk, Market/Economic Update, Monthly Newsletter/Snapshot, Retirement, Shares, SMSF, Strategy, Superannuation, Wealth Accumulation

Why All The Share Market Volatility?

Rick Maggi

13 March 2018

Economics, Educational, Event Driven Update, Financial Advice, Financial Planning, Investing, Market Risk, Market/Economic Update, Monthly Newsletter/Snapshot, Retirement, Shares, SMSF, Strategy, Superannuation, Wealth Accumulation

The return of inflation has been mentioned quite a lot recently as a reason why share markets are jumpy all of a sudden, by what has the return of inflation in the United States really got to do with share market volatility?

Rick Maggi

9 February 2018

Event Driven Update, Shares

Share Pullback: 7 Reasons Not To Be Too Concerned

Rick Maggi

9 February 2018

Event Driven Update, Shares

Share Pullback: 7 Reasons Not To Be Too Concerned

The pullback in shares seen over the last week or two has seen much coverage and generated much concern. This is understandable given the rapid falls in share markets seen on some days. From their highs to their recent lows, US and Japanese shares have fallen 10%, Eurozone shares have fallen 8%, Chinese shares have fallen 9% and Australian shares have lost 6%. This note looks at the issues for investors and puts the falls into context...

Rick Maggi

6 February 2018

Bonds, Event Driven Update, Shares

Sharemarkets sell-off, finally...

Rick Maggi

6 February 2018

Bonds, Event Driven Update, Shares

The long overdue market correction in global equities seems to have finally become a reality. Over the last two days global (and local) sharemarkets have shed about 6%, wiping out all of January’s gains with possibly more short term pain to come over the next week...

Rick Maggi

6 February 2018

Event Driven Update, Financial Advice, Financial Planning, Finance, Inflation, Interest Rates, Strategy, Superannuation, Stats, SMSF, Shares

Interest rates unchanged

Rick Maggi

6 February 2018

Event Driven Update, Financial Advice, Financial Planning, Finance, Inflation, Interest Rates, Strategy, Superannuation, Stats, SMSF, Shares

The Reserve Bank of Australia has today announced the official cash rate for February following its monthly board meeting. The RBA board has decided to keep the cash rate at 1.5 per cent, a move predicted by most industry experts...

Rick Maggi

5 February 2018

Economics, Event Driven Update, Financial Advice, Financial Planning, Interest Rates, Investing, Market Risk, Market/Economic Update, Monthly Newsletter/Snapshot, Newsletter, Shares, SMSF, Stats, Strategy, Superannuation, Wealth Accumulation

Time for a share market correction?

Rick Maggi

5 February 2018

Economics, Event Driven Update, Financial Advice, Financial Planning, Interest Rates, Investing, Market Risk, Market/Economic Update, Monthly Newsletter/Snapshot, Newsletter, Shares, SMSF, Stats, Strategy, Superannuation, Wealth Accumulation

Is this the beginning of a share market correction we had to have?

Rick Maggi

1 February 2018

Event Driven Update, Financial Planning, Superannuation, Strategy, Wealth Accumulation, Industry Super Funds, Politics

Industry Super Funds On Notice...

Rick Maggi

1 February 2018

Event Driven Update, Financial Planning, Superannuation, Strategy, Wealth Accumulation, Industry Super Funds, Politics

The Minister for Revenue and Financial Services, Kelly O’Dwyer, has made a thinly-veiled attack on advertising spending by Industry Superannuation Funds...

2018: A List of Lists

Although 2017 saw the usual worry list – around President Trump, elections in Europe, China, North Korea and Australian property – it was good for investors. Balanced super funds had returns around 10%, which is pretty good given inflation was around 2%. This year has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. This note provides a summary of key insights on the global investment outlook in simple dot point form...

Rick Maggi

14 December 2017

Economics, Event Driven Update, Financial Advice, Financial Planning, Interest Rates, Investing, Market/Economic Update, Retirement, Shares, Stats, Strategy

US interest rates: The Fed hikes again

Rick Maggi

14 December 2017

Economics, Event Driven Update, Financial Advice, Financial Planning, Interest Rates, Investing, Market/Economic Update, Retirement, Shares, Stats, Strategy

The US Federal Reserve raised rates last night by another 0.25%, noting continuing strengthening in the US labour market and solid economic growth. The question now is where to from here? Will the Fed get more aggressive? Should investors be concerned?