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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

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

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Rise Financial Pty Ltd as trustee for the Thompson Family Trust (AFSL 311718)

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