April 2024: Cash v Bonds v Equities Webinar
On 11th April 2024 we ran a 45 minute Webinar looking at one of the most timeless and fundamental asset allocation decisions that investors face: how best to allocate capital between Cash, Bonds & Equities.
December 2023: 2023 Economic & Market Recap
On 6th December 2023 we ran a 45 minute Webinar recapping the Global Economy and Investment market performance in 2023 and providing our outlook as we look into 2024.
July 2023: Q2 2023 Investment Market Update
On 14 July 2023 we ran a 40 minute Webinar recapping the Q2 2023 Investment Market performance and providing our outlook for the remainder of 2023.
Our Asset Allocation Philosophy
In this video, Jonathan Sheahan of Compass Private Wealth explains the seven core principles of our Asset Allocation Philosophy.
May 2023: Irish Business Owners Webinar Workshop
On 23rd May 2023 we ran a 1 hour Webinar workshop for Irish Business Owners taking the current Economic & Market situation in account.
January 2023: Webinar on Markets in 2022 and our Outlook for 2023
On 20 January 2023 we ran a 40 minute Webinar recapping the Markets in 2022 and providing our outlook for 2023 taking the current Economic & Market situation in account.
November 2022: Webinar on Financial Planning for 2023
On 30 November 2022 we ran a 1 hour Webinar on Personal Financial Planning in the context of 2023 taking the current Economic & Market situation in account.
September 2022: Webinar on Budget 2023 & Financial Planning
On 28 September 2022 we ran a 40 minute Webinar on Wealth Management in the context of Budget 2023 and the current Economic & Market situation.
July 2022: Webinar on ESG Investing
On 27 July 2022 we ran a 40 minute Webinar on ESG Investing.
April 2022: Webinar on Inflation & Interest Rates
On 29 April 2022 we ran a 45 minute Webinar on Inflation & Interest Rates in the context of Portfolio Management
March 2021: Protection Webinar
Compass Private Wealth ran a Webinar on Protection, covering both Life Insurance and Income Protection.