Category: Retirement planning

Warren Buffett, often regarded as the greatest investor ever, announced his retirement earlier this month. His strategies at Berkshire Hathaway, the company he took control of in 1965, have consistently outperformed the market. According the company’s 2024 annual report [pdf], the overall gain for shareholders since that time is 5,502,284%! For Irish investors aiming to … Continued

The world – and investment markets – can seem a volatile place right now. Global markets are adjusting to tariff announcements and reversals, changing interest rates, geopolitical tensions, and a shifting economic landscape.  That’s unlikely to change anytime soon. In times like these, financial resilience – your ability to withstand shocks and recover from them – is … Continued

When it comes to investing, it’s tempting to stick with what’s familiar — and in the world of global equities, the S&P 500 is about as familiar as it gets. But if your portfolio leans heavily towards this index, it might be time to rethink your diversification. Here’s why — and how — to take a … Continued

More than two weeks after so-called ‘Liberation Day’, markets continue to be eventful, with large movements in the price of major companies on any single day.  This week, for example, saw anti-obesity drugmaker Eli Lilly’s shares rise over 15%, and AI chipmaker Nvidia’s shares fall by more than 6%. Given these moves, and the pace … Continued

Markets make uncomfortable news at the moment. Certainty is low, and volatility is high. And there are likely several chapters in the US tariffs story to follow. What should investors do based on their current holdings? And how can we navigate a course from here? Read on to understand what’s happened so far, what could … Continued

State Street Global Advisors (SSGA) is one of the world’s biggest index fund managers, managing over €4.7 trillion across 30 countries. In Ireland, SSGA’s funds can be found on New Ireland’s pension and investment platform through the Prime range of funds, and direct to investors as part of larger investment portfolios. To understand index investing … Continued

Going for gold is the 3,000-year-old investment strategy.  And it’s proven very resilient in 2025. So is now the time for people in Ireland to invest in gold? Gold has some characteristics that investors just can’t ignore.  When governments raise tariffs, countries fight wars, or political uncertainty increases, share prices can come under pressure. But … Continued

In many ways, Ireland is richer than it’s ever been. For the first time, many families have significant wealth to pass down the generations in due course. That’s surely a good thing – but it also creates new questions and a need for families to plan and have open conversations about money. Money conversations can … Continued

I’m aiming to retire towards the end of 2025.  While I’ve been reducing the risk exposure of my pensions, I’ve kept some in bonds and equities which went up significantly in value over the last year (around ten per cent to €600,000, split about evenly in two pensions). After such a good run, should I … Continued