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
by John McWey | Jan 14, 2019
After logging strong returns in 2017, global equity markets delivered negative returns in Euro terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit,... read more
by John McWey | Dec 5, 2018
What do the following unrelated companies have in common? Amazon Apple Bank of Ireland CRH Dell Eli Lilly Google Merck Microsoft Pfizer Smurfit Tesco Firstly they are all household names and large employers in Ireland whose stock is... read more
by John McWey | Nov 12, 2018
Doing Well and Doing Good? Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. As citizens, individuals... read more
by John McWey | Oct 9, 2018
Irish Budget 2019 – Main points The main takeaways from Budget ’19 in respect of personal finances are as follows: Personal Taxes Personal Income Tax rates have not changed. Tax bands have widened marginally so that a single earner now moves from the 20% rate to 40%... read more
by John McWey | Sep 24, 2018
The deadline is fast approaching for claiming tax relief against 2017 earnings by making a pension contribution. Now is the ideal time to top-up your existing pension or start a new policy. This applies whether you are self-employed or a PAYE taxpayer. If you pay and... read more
by John McWey | Jul 25, 2018
Company Pensions are one of the most tax efficient means of transferring profits into long-term personal wealth. Self-Administered Pension Plans (SSAP) are highly flexible retirement planning vehicles. They allow company directors to reduce both corporation and... read more
by John McWey | Jun 1, 2018
ETFs: A Look under the bonnet First published in the FM Report Exchange Traded Funds (ETFs) are not new – first appearing as equity index trackers in the US during the 1990s, but they have ballooned in both number and size of assets in recent years. By the end of 2017... read more
