Bernard Swords

How has our asset allocation changed month-on-month?

Catriona Coady

In the final instalment of our three-part inheritance series, we consider potential ‘giving while living’ options.

Catriona Coady

In the second instalment of a three-part series, we present some tips for those expecting an inheritance – from what to do with it to who pays the tax bills.

Sebastian Orsi CFA, Senior Research Analyst

How has our asset allocation changed month-on-month?

Joe Prendergast

Much has changed since we published our 2022-2026 Investment Outlook. Russia’s invasion of Ukraine has clouded the investment outlook, adding to inflation and interest rate concerns, and, against this backdrop of increased uncertainty, some of our assumptions have changed.

Catriona Coady

In the first instalment of a three-part inheritance-focused series, we look at the need for transparency and the importance of preparing the beneficiaries of inheritance for the receipt of wealth.

Bernard Swords

How has our asset allocation changed month-on-month?

Simon Owens, Lead Financial Planner for Goodbody Personal

In this case study, we consider how to simplify your pension landscape.

Conor Crowley, Wealth Management Executive

In this case study, we consider the importance of diversification when investing a lump sum, such as inheritance.

Joe Prendergast

In this issue of Wealth Matters, we present reflect on the turbulence in financial markets and explore the financial attractions of a retirement abroad.

Clare Duffy, Wealth Management Executive

In this case study, we consider the best ways to meet savings goals and the importance of a protection review.

Bernard Swords

How has our asset allocation changed month-on-month?

Women face other positions of financial vulnerability, such as divorcees or single-parent households, and so, financial independence and literacy is a critical issue for all women.