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MONTHLY SNAPSHOT ARCHIVE
Every month, Phil Thompson from Rise Financial presents a snapshot of the financial markets across Australia and across the globe.
Provided below are various snapshots, which will give you a feel for Rise Financial's approach to financial planning.
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011
2020
February 2020 - The Hunt for Dividend Income in 2020
January 2020 - 2019 Year in Review: A Year of Highs and Lows
2019
December 2019 - Our Retirement System: Good, But Room for Improvement
November 2019 - Steering through choppy seas
October 2019 - Building Wealth in Diversity
September 2019 - Pensions to Rise as Deeming Rates Fall
August 2019 - Is the Tide Turning on the Property Market?
July 2019 - Making the Most of Falling Interest Rates
June 2019 - Election 2019: A Vote for Continuity in an Uncertain World
May 2019 - How Much Super Is Enough?
April 2019 - Federal Budget 2019-20 Analysis
March 2019 - How to Keep Ahead of the Yield Curve
February 2019 - Don't Short-Change Your Medium-Term Goals
January 2019 - 2018 Year In Review
2018
December 2018 - Can You Afford Your Dream Retirement?
November 2018 - Benefits of a Super Long Engagement
October 2018 - Housing Prices Off The Boil
September 2018 - Plugging in to Technology Stocks
August 2018 - Making the Most of a Falling Aussie Dollar
July 2018 - Have Oil Prices Peaked?
June 2018 - Ready... Set... Are You Good To Go For The New Financial Year?
May 2018 - Federal Budget 2018-19 Analysis
April 2018 - It's Time To Talk About Debt Federal Budget 2018-19 Analysis
March 2018 - Home and Away with Super
February 2018 - The Golden Rules of Investing
January 2018 - 2017 Year in Review: Fair Winds Guide Investment Returns
2017
December 2017 - Opportunities in the Cooling Property Market
November 2017 - Lessons from the GFC 10 years on
September 2017 - How to be prepared for climbing interest rates
August 2017 - Home Ownership in the Spotlight
July 2017 - Global Markets Navigate a Sea of Uncertainty
June 2017 - Get Your (Financial) House in Order
May 2017 - Federal Budget 2017–18: Getting The Right Balance
April 2017 - Australia Still Punching Above It's Weight
March 2017 - Countdown To Super Deadline
February 2017 - Beware of Pension Pressure
January 2017 - A Global Sea Change
2016
December 2016 - How to Play the Trump Card
November 2016 - Aged Care Changes and the Family Home
October 2016 - Super Gets a Makeover, Again
September 2016 - Home Care vs Residential - Options for Assisted Living
August 2016 - Focus on Australia's Credit Rating
July 2016 - Australian Growth - Resilient In Tough Times
June 2016 - Super Shake Up On the Way
May 2016 - Federal Budget Analysis 2016 - 2017
April 2016 - A New Era For Dividends
March 2016 - Profiting from cheap oil
February 2016 - 2015 - A Year of Fire & Ice
January 2016 - Cast your financial safety net
2015
December 2015 - How to handle a mortgage rate rise
November 2015 - Win the investment race by navigating risk
October 2015 - International trade barriers come tumbling down
September 2015 - Shares down but not out
August 2015 - Chinese Dragon mauled by bears
July 2015 - Are we in a housing bubble?
June 2015 - Countdown to June 30
May 2015 - Federal Budget 2015-2016 - Advance Australia Fair
April 2015 - Australia: The Lucky Country
March 2015 - Price pendulum swinging towards deflation
February 2015 - 2014 Year in review: A surprise package
January 2015 - Resolutions for a wealthy future
2014
December 2014 - Plenty of upside in downward dollar
November 2014 - Plan ahead for super pension changes
October 2014 - Time to step up super contributions
September 2014 - Oil price no longer hostage to war
August 2014 - Homing in on aged care changes
July 2014 - Financial Year 2013-2014 - Charting a steady course
June 2014 - High-frequency trading on regulators' radar
May 2014 - Federal Budget 2014: ‘Pain with a purpose’
April 2014 - Bitcoins: investment or mirage?
March 2014 - Tapering the printing press
February 2014 - 2013 Year in Review: Many happy returns
January 2014 - Retail to e-Tail - the changing landscape
2013
December 2013 - Tech boom - catching the second wave
November 2013 - Seeking economic oracles
October 2013 - Flight to safety exposes cracks in BRICS economies
September 2013 - Low rates are a mixed blessing
August 2013 - Dollar down and hopes of an economic boost rise
July 2013 - Financial Year 2012-2013 - Australia’s changing economy
June 2013 - Will new energy discoveries change the game?
May 2013 - Budget 2013: Charting a middle course
April 2013 - Weighing up the cost of not investing
March 2013 - Responsible investing - more than buying green
February 2013 - Australia on solid ground
January 2013 - Getting Resolutions Write On Track
2012
December 2012 - The Chinese Dragon still feasting on metals
November 2012 - Property - is it really a safe haven?
October 2012 - Looking to the future
September 2012 - Changing with the times
August 2012 - The perils of short term trading
July 2012 - Financial Year 2011-12 - Swings and roundabouts
June 2012 - Is it Grexit, stage right?
May 2012 - Striking a balance: Budget 2012
April 2012 - Today's cost of living: it's a mixed bag
March 2012 - Working out the future
February 2012 - Australia: shaken but not stirred
January 2012 - Cutting rates - a welcome relief?
2011
December 2011 - Hedging against uncertainty
November 2011 - Investing today - getting the right mix
September 2011 - Staying on track
August 2011 - Holding on to our hats
Call us on 02 6292 0015 or email phil@risefinancial.com.au
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Rise Financial Pty Ltd as trustee for the Thompson Family Trust (AFSL 311718)
Phone: 02 6292 0015
Fax: 02 6292 0071
Mobile: 0412 00 00 15
Email: phil@risefinancial.com.au
Skype name: risefinancial
25 Michell Street
Monash ACT 2904
Last updated 17 February 2020
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