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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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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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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The AIB IPO was never about value. It was always about risk.

The AIB IPO was never about value. It was always about risk.

Bank shares are back in the news, but for all the wrong reasons. At the time of AIBs IPO in 2017, the media were at pains to talk about value. But few talked about the associated risks. Two years on, what have we learned?

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Money on deposit is costing you your retirement

Money on deposit is costing you your retirement

This week we explore the cost of keeping money on deposit, and what impact inflation, taxation and fees will have on your future lifestyle.

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Sailing with the Tides

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

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How much should you invest? All, bar this amount…

How much should you invest? All, bar this amount…

At an event I hosted in McAuley Place in Naas a few weeks back,the feedback was very much around “more time needed” to get a better understanding of the subject matter. While today’s topic is on a more basic conundrum, it is worth considering my rationale.

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Why financial advice needs to be tailored to You

Why financial advice needs to be tailored to You

Situations that superficially appear to be similar may be drastically different when they are delved into. Doling out the same advice in these circumstances could lead to devastating result in each case.

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Please remain seated with your seat belts fastened

Please remain seated with your seat belts fastened

While investment market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful. Don’t agree? Watch the video at the end of this post.

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How to read an investment brochure and identify the risks

How to read an investment brochure and identify the risks

Today we are looking at the most important elements to an investment – the level of control, flexibility and vulnerability attached to your money.

This piece appears in today’s Sunday Times – be sure to pick up a copy.

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