7 reasons to walk away from an investment opportunity

7 reasons to walk away from an investment opportunity

Rather than living to regret past decisions, actively seek out investment opportunities that tally with your financial objectives. Here’s a handy checklist that should keep you on track when assessing the ‘suitability’ of certain types of investments.

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You’re about to get mauled by the tiger. Here’s how to prevent it

You’re about to get mauled by the tiger. Here’s how to prevent it

Tigers are very impressive animals, but I’d never want to train them for a variety of reasons. But believe it or not, investments have similar characteristics to the big toothed feline.

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The calm before the storm

The calm before the storm

You might be forgiven for thinking that you need to be a mathematician, actuary or a magician to properly assess investment opportunities. This week’s blog probably won’t do much to persuade you otherwise, but you will at least find out what I’ve been reading this week.

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Even poor investments are starting to look good

Even poor investments are starting to look good

The Central Bank’s new rules announced yesterday should bring some more confidence to the broker community. While we are waiting for that to happen, there is a fee-only financial planner here to guide you on meeting your investment objectives.

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Enda Kenny’s ‘number’ on retirement was €3 million, what’s yours?

Enda Kenny’s ‘number’ on retirement was €3 million, what’s yours?

Did you hear that on retirement our Taoiseach Enda Kenny will get a pension worth €3 million? If you’re anything like me, you’ll be comparing that figure to your own. This week, I’ll explain why it really doesn’t matter what he or anybody else retires on, even you, unless you know one very important thing.

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The answers to the questions that keep us awake

The answers to the questions that keep us awake

This week I’m looking at insomnia and how to cure it… I’m only half joking. The great retirement questions can keep us awake at night and yet the answers are really quite simple. Read on.

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A little more transparency can enhance relationships

A little more transparency can enhance relationships

Liam, now a retired medic, lived and worked in North Carolina for most of his adult life. He got a call from his financial planner one day. His planner told him it was time to be transparent about his estate. When I spoke to Liam recently, he stated that the meeting proved to enhance already good relationships with some family, and teased out any underlying tension with others. Think about your approach to family today.

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When everything changes, change everything

When everything changes, change everything

Sometimes change passes us by, without us taking much notice of it. It’s necessary to be able to identify change, because when everything changes, you may need to change everything.

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Opportunities to invest in property without having to own the property

Opportunities to invest in property without having to own the property

Never a week goes by without a client telling me about the merits of buying bricks and mortar. As many regular readers know, I’m wholeheartedly against property as an entire investment strategy. Maybe there’s a happy medium. Read on…

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Satisfaction Explained

Satisfaction Explained

I’m hosting another one of my information evenings in McAuley Place on Thursday 22nd August at 7pm. This one is all about those small changes that make a big difference to our physical, mental and financial well-being. If the last two evenings are anything to go by, this will be a very interesting evening.

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