Taking The First Steps Towards Financial Clarity

Taking The First Steps Towards Financial Clarity

Getting Organised The first step in the financial planning process is gathering all the information needed to make financial decisions. Because this can take valuable time, people are often tempted to jump straight to the decision. This usually leads to suboptimal...
Where to Park Cash in 2024

Where to Park Cash in 2024

We know the main driver of growing our wealth over the medium to long term – owning stakes in all the great companies of the world via low-cost investment funds. This remains unchanged for 2024 as it did in 2023, and as it always will. It’s the core of our investment...
12 Principles of Sustainable Investing

12 Principles of Sustainable Investing

The UN Conference on Climate Change (COP 28) took place this year in the UAE. Many participants in the finance industry launched a host of products with great fanfare under the ESG banner – Environmental, Social & Corporate Governance. But beyond the gloss...
What do we own?

What do we own?

  We may not think about it often, but most of the products we consume in a typical day are produced and sold by companies that we own in our investment funds. A Regular Day For example, we might start the day using Palmolive shower gel and Head & Shoulders...
Considering Retirement Overseas?

Considering Retirement Overseas?

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...