Rick Maggi 9 June 2024 Educational, ETFs, Westmount Financial, Vanguard, Wealth Accumulation, Retirement Have you checked your portfolio today? Rick Maggi 9 June 2024 Educational, ETFs, Westmount Financial, Vanguard, Wealth Accumulation, Retirement Rather than worrying about day-to-day price movements, focus here instead…
Rick Maggi 4 June 2024 Westmount Financial, Wealth Accumulation, EOFY, Taxation, Tax Planning Your EOFY investments tax guide... Rick Maggi 4 June 2024 Westmount Financial, Wealth Accumulation, EOFY, Taxation, Tax Planning What the ATO is focusing on, and how to prepare for tax time…
Rick Maggi 3 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Market Risk, Market Wrap, Market/Economic Update Global markets - week in review Rick Maggi 3 June 2024 Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Strategy, Retirement, Market Risk, Market Wrap, Market/Economic Update Will there be a ‘Truss ‘ moment?
Rick Maggi 31 May 2024 US Elections, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Stocks, Rick Maggi, Politics, Market/Economic Update, Market Wrap, Market Risk, Investing US Presidential Election: Implications for investors... Rick Maggi 31 May 2024 US Elections, Westmount Financial, Wealth Accumulation, Superannuation, Strategy, Stocks, Rick Maggi, Politics, Market/Economic Update, Market Wrap, Market Risk, Investing An excellent summation from AMP’s Dr Shane Oliver…
Rick Maggi 28 May 2024 Economics, Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement Investment & Economic Outlook Rick Maggi 28 May 2024 Economics, Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation, Superannuation, Stocks, Retirement A region-by region economic outlook and latest forecasts for investment returns…
Rick Maggi 27 May 2024 Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation Breather... Rick Maggi 27 May 2024 Market Wrap, Market/Economic Update, Westmount Financial, Wealth Accumulation Week in review, from David Bassanese (Betashares)…,
Rick Maggi 18 May 2024 Educational, Economics, Westmount Financial, Wealth Accumulation, Vanguard Why we invest the way we do... Rick Maggi 18 May 2024 Educational, Economics, Westmount Financial, Wealth Accumulation, Vanguard A lasting legacy from one of the pioneers of behavioural economics…
Rick Maggi 17 May 2024 ASX, Shares, Westmount Financial ASX closes the week on a sour note... Rick Maggi 17 May 2024 ASX, Shares, Westmount Financial ASX end of week update…
Rick Maggi 17 May 2024 Finding Financial Advisor, Financial Advice, Financial Planning, Westmount Financial What to look for when choosing a financial advisor... Rick Maggi 17 May 2024 Finding Financial Advisor, Financial Advice, Financial Planning, Westmount Financial What to expect from an experienced Financial Advisor…
Rick Maggi 15 May 2024 Federal Budget, Westmount Financial Federal Budget summary... Rick Maggi 15 May 2024 Federal Budget, Westmount Financial A summary of last night’s Federal Budget…
Rick Maggi 13 May 2024 Betashares, Market Wrap, Market/Economic Update, Westmount Financial, Rick Maggi 4th time lucky? Rick Maggi 13 May 2024 Betashares, Market Wrap, Market/Economic Update, Westmount Financial, Rick Maggi This week’s market review from Betashares’ David Bassanese…
Rick Maggi 10 May 2024 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Transitioning into retirement: What you should know... Rick Maggi 10 May 2024 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Thinking about accessing your superannuation as you move closer to retirement?
Rick Maggi 7 May 2024 Taxation, Tax Deductions, Superannuation, Westmount Financial Tip #6: Government co-contribution eligibility... Rick Maggi 7 May 2024 Taxation, Tax Deductions, Superannuation, Westmount Financial Another EOFY superannuation tip to consider…
Rick Maggi 5 May 2024 Superannuation, Fees, Westmount Financial Understand what you're paying in super fees... Rick Maggi 5 May 2024 Superannuation, Fees, Westmount Financial Paying lower super fees will ultimately add up to a higher retirment balance…
Rick Maggi 29 April 2024 Superannuation, Westmount Financial, Wealth Accumulation Tip #4: Are salary sacrifice strategies still effective? Rick Maggi 29 April 2024 Superannuation, Westmount Financial, Wealth Accumulation An EOFY tip on salary sacrificing into superannuation…
Rick Maggi 24 April 2024 Superannuation, Tax Deductions, SMSF, Small Business, Salary Sacrfice, Pensions, Westmount Financial, Rick Maggi Tip #2: Understand your 'Total Superannuation Balance' (TSB).... Rick Maggi 24 April 2024 Superannuation, Tax Deductions, SMSF, Small Business, Salary Sacrfice, Pensions, Westmount Financial, Rick Maggi Sounds a little boring or obvious doesn’t it? But knowing your Total Superannuation Balance or ‘TSB’ will give you (and your Financial Advisor) a clear eligibility pathway to taking advantage of generous super concessions.
Rick Maggi 24 April 2024 Diversification, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, SMSF, Retirement, Pensions, Investing, Index Funds, Financial Planning, Financial Advice Building resilient portfolios through diversification... Rick Maggi 24 April 2024 Diversification, Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Strategy, SMSF, Retirement, Pensions, Investing, Index Funds, Financial Planning, Financial Advice Does diversification still make sense?
Rick Maggi 22 April 2024 Market Wrap, Market/Economic Update, Westmount Financial Market Update (Monday, 22 April 2024) Rick Maggi 22 April 2024 Market Wrap, Market/Economic Update, Westmount Financial Correction continues…A market update from David Bassanese…
Rick Maggi 8 April 2024 Westmount Financial Week in review... Rick Maggi 8 April 2024 Westmount Financial Week in review from David Bassanese…
Rick Maggi 5 April 2024 Retirement, Westmount Financial Life in retirement keeps getting more expensive... Rick Maggi 5 April 2024 Retirement, Westmount Financial The Age Pension still falls short…
