Our Latest Thoughts on Financial Planning

Stock Market Investment Lessons – What we have learned so far in 2020

Stock Market Investment Lessons – What we have learned so far in 2020

In February 2020, the S&P 500 Index, which measures the…
How Much is Enough?

How Much is Enough?

How much is enough? Will¬† you be able to do…
Don’t fear Equities. We’ve been here before.

Don’t fear Equities. We’ve been here before.

A 2-minute listen. An Ocean FM radio interview where Enda…
Will We Be OK?

Will We Be OK?

These are strange times indeed. The Corona Virus situation continues…
Connecting Your Investments To What Really Matters

Connecting Your Investments To What Really Matters

Many investors have a number of independent financial goals but…
Don’t let your investments underperform

Don’t let your investments underperform

The results of research done by Dalbar Inc., a company…
DIY Investing – The “No Help” Option

DIY Investing – The “No Help” Option

In a world where automation and convenience increase the options…
It’s Not All About The Money………….Really?

It’s Not All About The Money………….Really?

Traditional Financial Advice focuses on your money which, many assume,…
A Simple Sketch That Explains Real Financial Planning

A Simple Sketch That Explains Real Financial Planning

The phrase ``A picture paints a thousand words''¬† came to…
Sign up Sign Up for our Newsletter on Financial Planning