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
by John McWey | Mar 3, 2020
The right financial adviser can play a vital role in helping you tune out the media noise and focus on actions that can improve your investment... read more
by John McWey | Feb 28, 2020
Property Investing and Recent Fund Suspensions Investors in several Irish property funds received news in January that valuations were being reduced by c.8% and withdrawals or switches from certain funds were being suspended for up to six months. The funds in question... read more
by John McWey | Dec 6, 2019
The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy-makers expected to rise fell instead. American consumers’ confidence weakened as the year began,1 and news headlines broadcast fears of an economic slowdown. But... read more
by John McWey | Oct 8, 2019
Irish Budget 2019 – Main points The main takeaways from Budget ’20 in respect of personal finances are as follows: Personal Taxes “No personal tax cuts at this time of economic uncertainty” Personal Income Tax rates remain at 20% and 40%. There was... read more
by John McWey | Sep 10, 2019
Why Should I Invest? In this short video, Nobel laureate Eugene Fama explains two key steps to investing: knowing why you want to invest and understanding your tolerance for risk. Let Markets Work for You The financial markets have rewarded long-term... read more
by John McWey | Jul 18, 2019
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their... read more
by John McWey | Apr 26, 2019
When building financial plans for families, we tend to find that educating children ranks highly on the list of priorities. The costs associated with primary and secondary school education will usually be funded from regular monthly household income. While there is a... read more
by John McWey | Mar 5, 2019
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalise on developments such as the perceived... read more
