Six questions you need to ask before you invest
- May 9, 2020
- Bob Quinn
- Financial Planning; Investing
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.
Understanding market downturns
- April 19, 2020
- Bob Quinn
- Financial Planning
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.
Going green? This time, through your mortgage
- January 8, 2020
- Bob Quinn
- Financial Planning
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.
If deposit rates are going to remain at zero, what are your options?
- November 14, 2019
- Bob Quinn
- Financial Planning
This week I am sharing a question that I answered for a reader in the Sunday Independent at the weekend. This person has money to invest but is finding it hard to take the plunge. I hope I’ve helped him make a decision because while he hesitates, inflation is eating away at his cash.
Why it’s incredible that goal-based financial planning isn’t a huge thing
- October 23, 2019
- Bob Quinn
- Financial Planning
The complaint from many people back in the noughties was “we were just drifting along and didn’t give much consideration to the future because we were so busy”. If that was you, then do me a favour and identify a goal you can remain focused on long term. Goals-based financial planning works. Here’s why.
