Monday, 22 December 2025
2025 rewarded patient investors. Despite a sharp spring sell-off and fragile sentiment, markets recovered strongly. Vanguard and Dimensional portfolios finished the year well, reinforcing the value of discipline, diversification, and ...
Tuesday, 18 November 2025
Tech employees often hold significant employer stock, creating concentration risk. This blog explains why traditional index funds may not diversify that exposure and how DFA can help balance your portfolio with broader, more resilient sources of return.
Tuesday, 18 November 2025
Tech employees often hold significant employer stock, creating concentration risk. This blog explains why traditional index funds may not diversify that exposure and how DFA can help balance your portfolio with broader, more resilient sources of return.
Tuesday, 04 November 2025
The S&P 500 is up, but your euro-based S&P 500 ETF isn’t showing the same gains? This short blog explains how currency movements between the euro and US dollar impact your returns, and why long-term investors shouldn’t worry about short-term FX swings.
Friday, 01 August 2025
Over the past 12 months, markets have swung sharply — from the “Trump bump” to tariff turbulence, sticky inflation, and shifting global growth. Here’s our take on what shaped markets, why diversification mattered, and what it means for long-term investors
Monday, 28 April 2025
Uncertainty can feel unsettling, but history shows that patience and perspective are powerful tools for investors. Learn why staying the course during challenging times can make all the difference.
Thursday, 03 April 2025
A clear, accessible guide based on our expert video with Employment Law Specialist Caoimhe Heery. Learn what makes a redundancy genuine, what rights you have as an employee, and how to engage with the process confidently.
Thursday, 09 January 2025
After a turbulent, but ultimately positive year for most investment markets, our approach to managing client money remains consistent
Sunday, 10 March 2024
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues.
Wednesday, 06 March 2024
In businesses where gaining users drives success, establishing a strong market share may be like building a moat around profitability. But that doesn’t guarantee these companies can stay on top
Friday, 12 January 2024
It was a year that defied expectations by many accounts. A number of forecasts predicted that the US economy would enter a recession in 2023 as the Federal Reserve raised interest rates to fight high inflation
Saturday, 06 January 2024
The increasing availability to financial news and commentary along with simplified trading processes has led investors to frequently time the market, resulting in ...
Friday, 05 January 2024
The Magnificent 7 stocks (Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla) continue to capture the focus of investors as these large growth names have outpaced the bulk of global equities.
Friday, 10 September 2021
The ‘Innovate Fundamentals’ Portfolio, available in CGT and UCIT structures, seeks to generate returns for investors by offering exposure in these areas
Tuesday, 07 September 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
Wednesday, 18 November 2020
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.
Friday, 13 November 2020
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..
Friday, 28 August 2020
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.
Friday, 28 August 2020
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
Thursday, 12 March 2020
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.
Wednesday, 26 February 2020
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
Friday, 17 January 2020
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
Monday, 23 December 2019
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.
Friday, 15 November 2019
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
