Keep it Simple, Stupid.

Keep it Simple, Stupid.

A little knowledge goes a long way. This weekend we are looking at the signposts that will help you identify if your investments are fit for purpose. Hope you have an enjoyable weekend.

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Six questions you need to ask before you invest

Six questions you need to ask before you invest

Originally written in 2017, these six questions haven’t changed since then. Before you invest, or when you are with your adviser for your annual investment review, consider asking the following questions.

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Understanding market downturns

Understanding market downturns

For steady-as-she-goes investors, market downturns do not cause anxiety; in fact they create opportunity. Since Covid-19 has kicked off, I have been asked by investors if they should make changes to their pensions and investment portfolios. The short answer? Do nothing, yet.

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In times of uncertainty, your next step is the most important

In times of uncertainty, your next step is the most important

My message this week is short and simple – don’t panic; I want to play my part through this crisis. Call me.

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Navigating Choppy Waters

Navigating Choppy Waters

I’ve received emails in the last fortnight from some clients spooked by what was going on in the stock markets. $4 trillion wiped off shares in a week will prompt concerns. So how did I respond? What could I possibly say to calm them? That’s easy – I summoned my inner Aer Lingus pilot’s voice.

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Can’t buy me love

Can’t buy me love

As we are over the St Valentine’s Day hump, I wanted to share a few personal and professional insights about couples (and their finances) that I’ve picked up over the years.

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Sign up for simplicity

Sign up for simplicity

If you follow today’s advice, your finances will be noticeably easier to manage, giving you more time to focus on the important things in life – good coffee, travel, and of course family!

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Great changes start with tiny gains

Great changes start with tiny gains

It takes 21 days to form a habit they say, so by now you’re either knocking those new year resolutions out of the park or you’ve given up. This week’s blog post lets you into a secret that will revolutionise the way you approach goals and challenges. Like all great concepts, it’s very simple.

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Going green? This time, through your mortgage

Going green? This time, through your mortgage

January brings a flurry of ‘Supercharge Your Finances’ and ‘Top Five Ways to Kick Your Finances into Shape’ articles and items on TV and radio. Most of them won’t make a jot of difference to your finances, however at any time of the year, taking a look at your mortgage could have a big impact.

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Topics of conversation for Christmas

Topics of conversation for Christmas

As we wind down for Christmas, I’d like to wish you and yours a Merry Christmas. Today’s blog is very much focused on how you initiate the difficult conversations with families and loved ones over the festive period.

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