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 …
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 …
Planning. It’s a word all too familiar to Business owners and one often found wanting throughout the busyness of our working and personal lives. Similar to time, we never quite have enough of it and never quite feel we made the best use of it when we did. If you …
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 …
What makes a good financial prophet? Predicting investment returns is akin to make weather forecasts. While you might get a sense of what might happen over the next few days, further out is totally impossible and the real experience can be totally random on any given day.
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.
Being Widowed. When a spouse passes away their financial dealings need to be organised. In some cases they will have held a number of pensions with various employers over their lifetime. They often have more than one bank account, in a few cases a second home, investments, company shares, life assurance policies, and unfortunately debts that may have accrued, large or small.
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.”
Receiving a windfall from an inheritance, a legal settlement, a gift, or winnings naturally lends itself to exuberance and disbelief. Likewise, to receive sudden money is rightly a time to express joy and many find it difficult to contain themselves, often sharing their good news with friends and family such …
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 …
