by John McWey | Apr 21, 2023
One of the main benefits of EU membership is the ability for Irish people to live, work, and retire to any country within the union. It has become quite common for Irish people to live part of the year – or full time – in another country, often Portugal, Spain, France... read more
by John McWey | Mar 29, 2023
Sustainability Strategies read more
by John McWey | Jan 20, 2023
The Background Pension legislation is constantly changing – tax relief limits, allowable contributions, retirement ages, eligible investment types, etc. European legislation transposed into Irish law in 2022 brought an abrupt end to the main pension planning route for... read more
by John McWey | Nov 17, 2022
Business owners focus most of their time on building, managing, and growing their companies. Taking care of their personal financial planning is equally as important, but often ignored. Investment, Pension, Insurance, Tax, and Estate planning are complex matters. A... read more
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... read more
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... read more
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... read more
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... read more
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.... read more
by John McWey | Oct 12, 2020
https://www.irishexaminer.com/sponsored/arid-40063235.html We all have financial goals and objectives, but often fail to document or have a strategy about how to achieve them. For young families this may include planning for third-level education costs, ensuring the... read more
