Westmount Financial

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How often should you check your investment returns?

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How often should you check your investment returns?

Before you started reading this article, did you already do a check-up on your investment portfolio value? If you did, and do so just about every day, you're certainly not alone.

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Getting your super back on track...

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Getting your super back on track...

If you experienced financial hardship in 2020, you may have decided to withdraw from your superannuation balance to tide you over. Find out what you can be doing to top up your super and keep your retirement savings on track…

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Strategies for paying down debt...

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Strategies for paying down debt...

To get on top of your finances, clearing debts is essential but how can you find a strategy that’s going to work for you and your money habits?

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Active, index, or both?

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Active, index, or both?

Instead of choosing between index and active investing, consider the core-satellite approach wherein the best aspects of both strategies are combined to construct a portfolio…

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Sweet spot...

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Sweet spot...

Jason Todd, Head of Wealth Management Investment Strategy at Macquarie Group, presents an excellent summary current economic and market conditions…

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Rates remain unchanged...

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Rates remain unchanged...

The RBA has left rates on hold at their effective lower bound of 0.1 per cent, saying, “The board remains committed to maintaining highly supportive monetary conditions until its goals are achieved.”

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The risks in hunting for higher returns...

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The risks in hunting for higher returns...

How much investment risk are you willing to take?

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9 common investment mistakes...

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9 common investment mistakes...

In the confusing and often seemingly illogical world of investing, investors often make of bunch of mistakes that keeps them from reaching their financial goals. This note takes a look at the nine most common mistakes investors make….

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The importance of diversification...

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The importance of diversification...

Diversification, spreading your money across a range of different assets rather than putting it all into one place, is one of the core principles of investment risk management. That's because investment returns from different assets are never consistent…

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How to achieve investment success in 2021...

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How to achieve investment success in 2021...

Elon Musk, the 49-year-old founder of U.S.-listed electric vehicle maker Tesla, generated global headlines once again last week when he achieved the status as the world's richest person….

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The perks of staying invested...

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The perks of staying invested...

Around this time last year, as with every year, forecasts of how investment markets would perform in 2020, were in abundance…Read on

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2021 Outlook...

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2021 Outlook...

Can investment returns hold up? Here is a summary of key insights and views on the investment outlook in simple point form…

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Approaching the dawn...

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Approaching the dawn...

COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?

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2020: From Pandemic to Recovery...

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2020: From Pandemic to Recovery...

2020 didn’t exactly turn out the way I or many expected a year ago…

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The ins and outs of ethical investing...

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The ins and outs of ethical investing...

With growing concerns about climate change and other environmental and social justice issues, more and more investors are opting for ethical investing…

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Where are we in the recovery now?

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Where are we in the recovery now?

From the get-go back in March, as coronavirus lockdowns hit, there has been much debate about what this recession would be like: how deep and long would it be?