It’s that time of the year again. Later on this week you will likely be sitting at a Christmas table overflowing with Turkey and trimmings and opening that bottle you’ve kept tucked away while reacquainting yourself with your living room. On the other hand, you may be the more physically …
If the Covid-19 pandemic has thought us anything over the last two years, it is the importance of planning. Billions globally could never have envisioned that our lives and economies would be shut down temporarily by the news that the virus had reached our own country’s shores. Depending on the …
The recently announced 2022 Budget, following the release of a better-than-expected economic forecast, was met with the usual media fanfare and analyst coverage that we have come to expect of the Minister of Finances coup de maître moment. It was a generous budget when viewed in the backdrop of the …
When you think of the phrase “Investing is a game of risk and reward” what springs to mind? For some this will conjure up memories of the 1929 Wall Street crash, for others it will remind them of their last pension valuation report perhaps or a personal business venture they …
In recent weeks we have received a number of phone calls from clients who have deposit accounts with either Ulster Bank or KBC. With the imminent departure of these banks from the Irish banking scene many have sought out our advice as to what to do with these deposits. In …
Acronyms, they are everywhere. Depending on your life stage, profession, or hobbies, you may view one set of letters as having a completely different meaning to that of your son or daughter for example. Our LOL (lots of love) is not their LOL (Laugh out loud), and your POS (point …
It was just before 3am on Thursday 29th July beneath the watchful gaze of the Tokyo Gate Bridge that Ireland made history again, picking up only our 10th gold medal since the modern Olympic games began in Athens in 1896. Having previously captured a silver medal four years earlier with …
In the week that’s in it for golf nerds I thought that I would highlight the role that a great Financial Planner carries out is something akin to that of a what a great Professional Golf Caddy does. For those who aren’t tuned into Sky Sports Golf over the last few days the 2021 Masters is being held this week in Augusta, Georgia and only the world’s best golfers are invited to participate. Included in this year’s golfers are our own Rory McIlroy and Shane Lowry.
In the past week, Irish financial circles have been rocked by the Central Bank of Ireland fining Davy Stockbrokers €4.13 million for breaching market rules in 2014 through a transaction that involved its senior management, many of whom are still in leadership roles there. Within its current website, Davy states that it “is a trusted market leader in wealth management and capital markets, building rewarding relationships that last. At Davy, it’s not just business, it’s personal.”
This might seem like a rather silly title for any article since nearly everyone would probably subscribe to putting the state of their personal health before that of what money they have. And so it should be. I, too, would agree with health before wealth. But, could it be time for …
