Introducing Innovate Fundamentals
The ‘Innovate Fundamentals’ Portfolio, available in CGT and UCIT structures, seeks to generate returns for investors by offering exposure in these areas
Investment Market Commentary | Autumn 2021
2021 has been a year of ‘ongoing recovery’ for individuals, society & economies. As is often the case, markets are further along the curve strong double-digit growth in most indices generating excellent returns for investors who have stayed the course
Your Business as a Personal Asset
Turning your business into a personal asset is one of the most powerful methods of wealth creation there is, and will make you work smarter than ever before
Corporate Banking Fees | Alternative Solutions
Banks have started applying negative interest rates to corporate/business accounts. This fee can be as high as 0.65% per annum, meaning that businesses could be paying hundreds or thousands of euro simply to hold funds on deposit.
Profit or Ethics - Do You Have to Choose?
One of the most common narratives of sustainable/green investing that we hear from fund managers and clients alike is that you have to sacrifice profit for ethics, which is to say that you can only have one or the other.
After Biden, Brexit & Vaccine | The future of Green Investing
In a world recovering from a prolonged period of collective trauma, the temptation to ‘let loose’ is balanced by a desire to make meaningful difference. In this article I present the opinion that, for investors, going green offers..
All-Star Award Announcement: Two-Time Winner!
We have been certified for the second consecutive year! AIBF accredited companies are defined as progressive, indigenous Irish businesses, which meet the highest standards of verified performance, trust and customer centricity
Investor News | Autumn Edition
We take a look at our own portfolios and their long term benchmark performance against industry peers, the reason why markets have recovered so quickly (and whether it is truly sustainable) & changes to our funds that will benefit investors.
Markets and The 'Ruud Gullit Effect' | When the outlier drives the average
Probably the most important reason why pension and savings accounts have recovered their value in the 6 months since stock markets collapsed, and why the risk level inside indexes, usually considered the most diversified and robust investment funds
Our Portfolio Analyst 'Gary Browne' was able to offer his expertise last weekend in the Sunday Independent
Gary advises on suitable investment portfolios for different levels of risk and requirements people may have.
A Revolut(ion) in Personal Finance is Here...
You probably haven’t heard of the Second Payment Service Directive regulation. However this innocuous sounding term has the potential to change the field of personal finance & banking forever, and today we saw the first example.
Could You Be Ireland’s Top Investor?
Curran Futures are delighted to launch our new competition. It’s easy to enter and play and there are great prizes on offer, plus the chance to compare your ‘investment smarts’ against family and friends over the next two weeks.
Should I cancel my Life Assurance Policies to Save Money?
Right now, people are looking at ways to cut spending, especially with concerns over current and future income. This article answers some of the most common questions we’ve received about Life, Illness & Income Protection policies
How is Your ARF Pension Affected by the Current Equity Markets?
At retirement most private pension holders are offered a choice to take a fixed, guaranteed income for life, known as an Annuity, or transfer the balance of their pension (after withdrawing the Tax Free Lump Sum) to an Approved Retirement Fund
Following the release of recommended guidelines for businesses from the Department of Health, we have taken the decision to close the office from 5pm on Friday 13th March until March 29th or later, depending on additional instruction.
An Investors Guide to Scary Markets
If you’re reading this then, as a human being, you’re looking for one thing above all others –certainty. Nothing gives more reassurance and comfort to a person than absolute certainty about what will happen in the future.
The Real Advisor Blog | Old Pensions
For anyone starting a Financial Planning Programme, Old Pension Plans are really good place to start. What I mean is that it is extremely easy to get amazing benefit in a relatively simple manner. And by amazing benefit, I’m talking about money
Investor Update | Coronavirus & Market Performance
You are no doubt well aware of the current fears over the Coronavirus ‘pandemic’ and may have heard of the impact on Global Equity Markets
Investor News | Q1 Edition
What a difference a year makes. We had a number of clients contact us to ask whether they should exit investment markets entirely and revert to cash, and thankfully we persuaded most to sit tight. 2019 delivered one of the best years in market performance
2019 | The Forecast Fallacy
At this time of year I enjoy nothing more than opening my email archive and pulling out the communications from January 2019 to see what the ‘experts’ were forecasting for the year ahead.
Is 2020 the year you get Finance Fit?
One of our most exciting plans for 2020 is the launch of our 'Finance Fit' programme. This group based approach to Financial Wellbeing is something we have been asked about for a long time and are thrilled to kick it off at such a fitting time of year.
Article 6 - Overcoming The Action Gap:
Concepts like ‘Retirement’ or ‘Savings’ are far too vague and lacking in meaning to act as a real incentive to change. Instead we need real world goals that are genuinely impactful and emotionally connected
Great News for Curran Futures Investors
Green Reit shareholders approve sale of Irish property group for €1.9135 a share. Read here to learn more about what this means for you & the key tax considerations associated with the disposal of shares
Realising Your Best Financial Future
We were delighted to deliver our message of Financial Empowerment to a large and engaged audience when Ross presented ‘Realising Your Best Financial Future’ to the employees at Matheson Law Firm in Dublin
Deadline to Reduce Your 2018 Income Tax Bill Is Almost Here
As we approach October 31st, it is a very important time to take stock and see if you are in a position to reduce your income tax bill for 2018.
Article 5 - Getting over the Action Gap
We would assume that ‘actions’ from advice are agreed to and implemented quickly, but once again the reality is far less simple!
The Real Advisor Blog | Product-VS-Service
The big difference between the advice you get from a Financial Planner and a Sales Person
Episode 4 - In the Land of Financial Planning, Cash(Flow) is King
What Cash-Flow Modelling and a Financial Plan in general does is show you the real impact of your decisions. It’s like holding up two images: One shows you the Future You if you don’t make the recommended changes; the other shows how it looks if you do.
Article 4 - In the Land of Financial Planning, Cash(Flow) is King
At its core, Cash-Flow Modelling looks at your income and your expenditure every year for the rest of your life, with the goal that at no point is spending higher than earnings.
Article 3 - Cleaning Out Your Financial Closet
The Pain (and much larger Gain) of looking at your financial circumstances
Episode 2 - What Can We Do to Help?
The second part of our series on 'Redefining your Financial Future' is titled 'What Can We Do To Help?' and, as with all things money-related, It's not as straightforward as you might think!
Article 2 - How Do You Think We Can Help?
In my first piece for this series I wrote about the motivations for going to see a financial advisor. I propose that it is not as simple a question as it first seems and that there are often a whole number of sometimes complimentary, but often conflicting
Episode 1 - 'Why Have You Come Here?'
The first episode of our 'Refining Your Financial Future Series' is titled ‘Why Have You Come Here’, where we explore the motivation(s) for coming to speak with a Financial Advisor and the importance of communicating those reasons effectively.
Article 1 - Why Have You Come Here?
In most walks of life, your arrival into the office or shop of a service provider clearly identifies a need that you have. If you arrive at the reception of a car showroom, it’s probably because you need a new car but if you make contact with
We are delighted to receive accreditation's which meet the highest standards of innovation, verified performance, trust and customer centricity.
Welcome to Curran Futures
As someone who has been writing blogs and creating content for a number of years now, it feels a bit strange to be writing what is effectively a ‘First Draft’ for our new website.
Our ''First'' Blog
We are delighted to be our launching our new website and look forward to working with you in the coming months.
Book a Complimentary Consultation
We’d love to meet you in person to discuss your needs and how we could help. Don’t wait to start turning your ambitions into realities - get in touch today.