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
by John McWey | Aug 6, 2020
Many investors today have no experience of dealing with serious inflation. However, those who had mortgages and loans in the 1980s certainly remember the pressure of double-digit interest rates and Irish inflation running close to 20%. Globalisation, demographics, and... read more
by John McWey | May 13, 2020
Missing only a few days of strong returns can drastically impact overall performance. John McWey, Financial Planner, Ardbrack Financial Limited. 021-4773833 / 083-4115277 jmcwey@ardbrack.com Disclaimer: The content of this article is for general... read more
by John McWey | Apr 21, 2020
Family Financial Planning during Covid-19 Around the world we find ourselves adjusting to life during these stressful times. Life is always uncertain but human ingenuity is strong. We don’t know when some degree of normality will return, but it will. During this event... read more
by John McWey | Mar 24, 2020
Due to the global uncertainty owing to the Covid-19 pandemic, equity prices have quickly entered ‘bear market’ territory. This has led to an unprecedented fiscal and monetary policy response from governments worldwide. The following is our current assessment of the... read more