Category: Investments

Market Update September 2023

“History doesn’t repeat itself, but it often rhymes” A US government shutdown could start on Sunday 1st October if spending bills are not approved by Congress before then. In this note, we outline what this would entail and its potential economic and market impacts. Overall, the financial-market impact is likely to be minimal given that […]

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Mountain road

The Longevity Issue – Investors Beware

October 27, 2022 by Terry Devitt While the investment universe is currently consumed by inflation and interest rates, there are other factors at play which will, arguably, have a far bigger impact on longer term pension and investment returns than the current war between central banks and the CPI. One of these factors is the ageing population […]

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Implications of the Russian invasion of Ukraine

Investors have had much to contend with in recent months, with the emergence of the Omicron variant, rising inflation worries and the prospect of higher interest rates. To these concerns, we can now add the Russian invasion of Ukraine which, aside from the likelihood of human suffering, poses geopolitical dangers for the West and threatens […]

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Benchmark Merges with Money Plus

Money Plus are delighted to announce the appointment of Jim O’Kelly as Key Account Manager.  Following the acquisition of Benchmark Financial Services, Jim will lead our team in the Mid-West from his base in Ballaghaderreen.  Jim’s addition further strengthens the Money Plus offering encompassing the full range of financial services: Life Assurance.  Mortgage Protection          Investments […]

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Investment Article: Money Matters – by Rory Gillen

Sunday, May 03, 2020, The Sunday Times The Perfect Time to take Advantage of Troubled Markets Market setbacks are painful for those already invested and offer opportunity for those who may have spare resources. The No 1 question that investment advisers probably get asked is: when is the right time? As we can’t tell the […]

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Inheritance Planning

Capital Acquisitions Tax still a real issue for your clients? There may be a perception that, given the recent reduction in estate and asset values, the need to plan for Capital Acquisitions Tax has gone away. If you look at some of the underlying facts, however, the truth is very different. Revenue reported that, in […]

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