As we reach the halfway point of the year, June is the perfect time to pause and reflect on your financial progress. Whether you have a personal investment portfolio, are building your pension for retirement, or managing your long-term goals in mind, this 5-step mid-year checklist will help you stay focused and financially agile.

As Warren Buffet steps down after more than 60 years at the helm of Berkshire Hathaway, we reflect on the lessons his career offers not just to investors, but to anyone planning for the future, whether through pensions, employee benefits, or personal wealth strategies.

In today's rapidly evolving business environment, cash flow remains the cornerstone of a sustainable and growing enterprise. While managing liquidity is fundamental, the strategic deployment of cash can unlock new opportunities, bolster resilience, and support long-term success.

Employee turnover is expensive. According to recent studies, replacing an employee can cost up to 33% of their annual salary. In today’s competitive job market, especially in sectors like tech, pharma, and finance, retaining top talent is more critical than ever.

Ireland’s auto-enrolment pension scheme has been delayed again, now expected no earlier than January 2026 but delays could stretch into 2028. Concerns persist over low contribution caps, potentially limiting retirement savings.

Staying informed about emerging risks and opportunities is more important than ever. At our recent economic briefing, we had the privilege of hosting Jim Power, a leading economist, who provided an in-depth analysis of Ireland’s economic landscape following his recent visit to San Francisco.