Client Updates
Investor
Recommendations Quarter 4 2011
Many of us who have reviewed the equity performance of our
pension investments and investment funds of the past 10 years have
understandably become disillusioned with the returns such high risk
assets have provided. The global climate of uncertainty has
encouraged investors to review their exposure to equities once
more.
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Budget 2012 - An
Overview on its Impact.
The Budget 2012 was announced yesterday and our resident
Expert...
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Investor
Recommendations Quarter 3 2011
While it is unthinkable for many that the Euro would fail,
history has taught us that economic reality can force what was
unthinkable to occur; Britain left the gold standard in 1931,
Argentina abandoned its dollar peg in 2002, and America has lost
its AAA rating in 2011, but a collapse of the Euro would bring with
it unprecedented technical, economic and political costs.
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Investor
Recommendations Quarter 2 2011
The purpose of these Investment Recommendations is not to get
you, a valued client, to hitch your wagon to the 'next big thing'
in stock markets, but rather to encourage you to review your
investment strategy on a regular basis and to ensure that you are
not missing any investment opportunities that may make your money
work as hard for you as you do for it.
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RSA Insurance pulls out of Professional Indemnity Insurance
RSA have recently announced that they will not be renewing
Professional Indemnity insurance for a number of professions one of
which is Accountants.
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Investor
Recommendations Quarter 1 2011
'Constant attention by a good nurse may be just as important as
a major operation by a surgeon' (Dag
Hammarskjold) The need to re-examine plans is even more
important these days due to the pace of change in global economic
climate, tax legislation and financial product developments, not to
mention our own daily lives. In a short briefing like this it is
impossible to review all the recent changes that have happened in
the last Quarter, but I thought it might be a good idea to suggest
what I believe the Investment Outlook for 2011 to be.
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Investor
Recommendations Quarter 4 2010
We are here to help! It is difficult not to feel disheartened
these days. The media frenzy in relation to the forecasting of
Ireland Inc. becoming bankrupt, the increasing cost of Government
borrowing, and the predicted austerity measures in the
December.
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Investor
Recommendations Quarter 3 2010
Unfortunately I do not have a crystal ball and I cannot predict
the future. The most important thing I can do for clients is to try
and ensure that they do not make common mistakes that people in the
past have made when investing their lump sum or their pension
contributions. As Warren Buffet once said that in order to become
wealthy -"you only need to do a few things right in your life so as
long as you don't do too many things wrong"
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Investor
Recommendations Quarter 2 2010
"Don't put all your eggs into the one basket" How many times
have we been told or heard this truism? This common sense concept
is a core principle of efficient financial planning. While the
principle is easy to understand, the reality is considerably more
complex as diversification can be sought across an increasing
number of asset classes and investment approaches.
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Investor
Recommendations Quarter 1 2010
"Today people who hold cash equivalents feel comfortable. They
shouldn't. They have opted for a terrible long -term asset, one
that pays virtually nothing and is certain to depreciate in value.
Indeed, the policies that government will follow in its efforts to
alleviate the current crisis will probably prove inflationary and
therefore accelerate declines in the real value of cash accounts"
Warren Buffet.
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Investor
Recommendations Quarter 4 2009
Global equity markets have generally continued their upward
trend and the World Index has returned a whopping 27.3% to
date this year. Much of this growth has been due to stimulus from
Governments worldwide, together with growing demand from emerging
markets.
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