Category: Financial plan

It’s been a rough few weeks for investors focused on growth stocks, especially early-stage technology companies. But what does that mean for your investments as a whole, and what are the prospects for the year ahead? Here are three lessons from the change in sentiment. 1. Investing in fast growth is slow work Firstly, let’s … Continued

There’s no doubt that the Irish pensions landscape could benefit from being simpler. So the abolition of Approved Minimum Retirement Funds, or AMRFs from 1 January 2022 is broadly to be welcomed. But what does it mean if you’re approaching retirement, or if you already have an AMRF?  We’ve set out the main considerations for … Continued

Whether you’re in a new job, recovery mode, or looking for new ways to maximise the extra cash you’re saving, we can help you sort your finances in 2022. Take stock of what you’ve got Last year was a great time to be invested.  For Euro-based investors, global markets rose by more than 27%. There … Continued

Each year, we pick a handful of investment funds available to Irish investors and highlight them on our blog.  We’ve charted below how our 2021 selections performed. Interested in our 2023 picks?  Click here to read more. There’s no doubt 2021 was a cracking year to have your money in investment funds, with equity markets … Continued

Predictions are hard – especially about the future, goes the old adage.  But many of the factors that drove a 27% return in developed markets for the first 11 months of 2021 are still with us going into 2022. So what should investors look out for in the markets in 2022?  Here are five trends … Continued

We are a married couple and ‘accidental landlords’ of a four-bed semi in a provincial town. We lived in the house with our family for the eight years before moving out, but are considering selling next year as we don’t need the hassle that goes with tenants and rental upkeep.  We are looking for advice as … Continued

Irish commercial property funds have had a rollercoaster two years, from >9% price falls pre-Covid, to restrictions on withdrawals, and asset disposals. Read our three lessons if you’re considering investing.

KBC investments are disappearing from the Irish landscape.  The bank is heading for the exit, and people in Ireland who have invested their savings with them have decisions to make. If you have a regular or lump sum investment with KBC Bank, what should you do? We outline your options. This article is on regular … Continued

For most of us, combining old pensions into the one that’s on offer with a new job is a missed opportunity. Read why