by John McWey | Sep 24, 2022
This week’s implosion of Sterling serves as timely reminder for those who previously worked in the UK that it’s worth considering moving old pensions to Ireland. This can be a complex process and needs to be carefully managed. As an adviser who worked in...
by John McWey | Jan 2, 2022
Why is a Financial Plan so Important? We all have financial goals and objectives, but sometimes fail to document what they are. Without a proper financial plan, it’s difficult to know whether you and your family are on track to secure your financial future. For young...
by John McWey | Aug 27, 2021
Small business owners are usually time poor – focusing most of their time and energy on starting, running, and growing their business. Very often they do not have a properly thought-out financial plan for themselves and their dependents. A financial plan is an...
by John McWey | Feb 19, 2021
Sustainable investing has been a theme in financial markets for decades. That theme has broadened in recent years to include ethical investing, social responsibility, and corporate governance. Environmental, Social & Corporate Governance (ESG) funds have...
by John McWey | Jan 31, 2021
“Is the US Stock Market in a bubble?” – This is a question I’ve had to field a few times recently. The question is prompted by some traditional valuation metrics and by the recent performance of high flying stocks like Tesla, Amazon, Apple and Google....
