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How Long Should I Invest This Money For?
How are your assets protected by the companies we work with?
In Part One of this series on the security of your funds, we discussed the answer to the question How … Continued
How safe are my investments and pensions with Metis Ireland? • Part 1
Many of you may have watched the four-part documentary on Netflix about Bernie Madoff. If you haven’t and you want … Continued
Bernie Madoff and how to identify a Ponzi scheme
I sat down to watch to some good quality wholesome family content with my wife recently. Unfortunately for her, as … Continued
Is Early Retirement all it’s cracked up to be?
I was having a coffee recently with a prospective client and told him a story of an existing client of … Continued
ESG Investing Explained
Within the Financial Services industry, ESG (Environmental, Social and Governance) has been a hot topic of discussion over the last … Continued
How “Lifestyle Creep” can derail your financial goals
First of all, who coined this truly awful phrase? I mean, “Lifestyle Creep”. Why not just call it “hey you … Continued
Life’s for living and money’s for spending
It’s a simple stance – why bother hoarding your wealth for a rainy day when you could be using it … Continued
Multi-Generational Tax Planning: a case study
We’ve talked a lot about using Section 72 in our estate planning lately. However, it can feel a little abstract … Continued
