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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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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In search of a perfect level of investment risk

In search of a perfect level of investment risk

If your tolerance to risk doesn’t tend to change over your lifetime, what impact does your own behaviour have when investing?

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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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