Market Insights

Published by Marc Westlake under Wealth |

Happy New Year.

Our review of 2011 and outlook for 2012 please click on the link below

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Estate Planning

Published by Marc Westlake under Wealth |

Consideration of the tax benefits associated with inter-generational gifts being made into pensions for children or grandchildren who are non-earners.

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The wisdom of the crowd

Published by Marc Westlake under Wealth |

The Wisdom of Crowds is a book written by James Surowiecki which sets out the simple but powerf

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Sunday Times 9th October 2011

Published by Marc Westlake under Wealth |

I wrote a response to Neil Osborne’s article “Let’s reach a consensus that these funds are of little value” which appeared in the Sunday Times on 2nd October 2011 which was published in the Sunday Times on the 9th October (see

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The game is rigged

Published by Marc Westlake under Wealth |

"The game is rigged," says Jack Bogle, the octogenarian founder o

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Why commissions are bad for clients

Published by Frank Mulcahy under Wealth |

The commission based model for investment advice is literally a dead man standing. Across the world in the leading financial centres of the UK and Australia they are planning to ban commissions on investment products in the next few years. Why this is happening reveals the fundamental problems wi

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Market volatility: Should investors give up on the Stock Market

Published by Marc Westlake under Wealth |

After suffering through the “lost decade” for stocks, investors were taken on a roller-coaster ride in recent weeks — and the future looks to hold more of the same: a highly volatile stock market and lower annual average returns.

From the perspective of an Irish investor

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Why make a will?

Published by Marc Westlake under Wealth |

“There is nothing in life more certain than death and taxes” Benjamin Franklin

It is often said that “we don’t plan to fail, but that many of us fail to plan” and it is a startling fact that despite these two fundamental certa

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Why your investments don't make money

Published by Marc Westlake under Wealth |

  Most investors are eager to learn how they can make smarter financial decisions for higher investment returns.  In his latest book What Investors Really Want, behavioral finance expert Meir Statman explains what’s preventing most investors from making more

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What is Financial Planning?

Published by Marc Westlake under Wealth |

The National Association of Personal Financial Advisors (NAPFA) in the USA created this video to explain why financial planning is important and how Fee-Only, fiduciary financial planners can help.

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