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.
Episode 6 - Overcoming the Action Gap
Want to achieve your Financial Goals? Making them meaningful can be a great motivator..
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
Episode 5 - Getting over the Action Gap
There is a growing body of work that seeks to understand why it is that we put up so many barriers to our own best interests.
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
Yesterday our office had a call from someone who was looking to take out a Life Assurance Policy...
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.
Episode 3 - Cleaning Out Your Financial Closet
The importance of understanding and recording your current financial position. No gain without pain I’m afraid!!
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.