Weekend reading: Many shall fall that now are in honor*
What caught my eye this week. Today would be embarrassing if Monevator was an old-fashioned print magazine (as opposed to…
Past Champion
How much should I put in my pension?
The answer to the question “How much should I put in my pension?” is surprisingly simple. You need enough in…
Why you should think about your legacy and write a will
This article on why you should write a will is by The Mr & Mrs from Team Monevator. Check back…
Weekend reading: The cheerful way out of debt
What caught my eye this week. While I’ve made the case for running a big interest-only mortgage in recent years,…
How much do I need to retire?
Just “How much do I need to retire?” The answer to that question tells you whether your pension is on…
Survival of the fittest when it comes to ESG fund returns
The Scientist from Team Monevator looks into the issue of ESG fund returns. Check back every Monday for more new…
Weekend reading: Move on up
What caught my eye this week. The markets are throwing in the towel on the notion of ‘transitory’ inflation, or…
Past Champion
FIRE update: six months in
I have just reread my three-month ‘How’s FIRE1 going, then?’ update. I seemed happy when I wrote it. I’m happy…
How to complain about a financial provider to the Ombudsman
This article on the Financial Ombudsman is by The Treasurer from Team Monevator. I was a big fan of the…
Weekend reading: The nothingness of money
What caught my eye this week. I think we can all agree that money is not the most important thing…
How unmarried couples can protect their finances
A reader asks what unmarried couples should do to protect themselves when they’ve accumulated significant assets: What if you’re not…
Past Champion
Investing for beginners: Time value of money
The time value of money is one of the most important concepts to grasp in investing. Happily, it’s a pretty…
Weekend reading: When did you last change your mind?
What caught my eye this week. A key trait as an investor is the ability to change your mind. That’s…
How to improve the 60/40 portfolio
Part one of this two-part series explored why the future expected returns of the 60/40 portfolio are unlikely to match…
Why making monthly payments on a repayment mortgage is a form of saving
People get muddled when they think about their own home in financial terms. This extends to a repayment mortgage used…
Weekend reading: Boom! Shake the room
What caught my eye this week. Josh Brown is concerned. The financial advisor and TV pundit behind The Reformed Broker…
The 60/40 portfolio: what the warning signs are telling us
The first page of a Google search for the 60/40 portfolio suggests we have a problem. The headlines claim the…
Past Champion
Oops! I’ve gone over the pension Lifetime Allowance
This is the story of how I found myself over the pension Lifetime Allowance (LTA) and what I’m doing about…
Weekend reading: Who wants to be a time millionaire?
What caught my eye this week. The FIRE1 gospel has probably spread so widely because people can quickly grasp the…
Portfolio (basket) case study
Every now and then someone sends me their portfolio for thoughts and suggestions. One particularly stuck in my mind because…
Savings rate to the rescue
This article on the importance of your savings rate is by Budgets and Beverages from Team Monevator. Check back every…
Weekend reading: Quid game
What caught my eye this week. Sooner or later in any survival drama, half the survivors walk out on the…
The Slow and Steady passive portfolio update: Q3 2021
Fuel shortages, an energy crisis, the Winter of Discontent reboot… There’s been so many callbacks to the 1970s lately I’m…
Weekend reading: Padstow away
What caught my eye this week. I am down in Cornwall at the moment, living the outdoorsy middle-class Londoner’s cliché…
Past Champion
Three investing mistakes that cost me
I’ve recently been judging my investing track record against hindsight – always a losing proposition – yet fun if you…
Weekend reading: Error, out of paper
What caught my eye this week. I had to dodge through a queue of cars snaking out of a petrol…
Past Champion
The contrast effect: Post-FIRE life vs old life
This is about a day in my post-FIRE1 life and how achieving financial independence changed everything. So it begins Pre-FIRE…
The investor’s lifecycle
The following article on the investor’s lifecycle is an extract from Invest Your Way To Financial Freedom – the new…
Weekend reading: DIY disaster capitalists
What caught my eye this week. When I began investing in the early 2000s, the September 11th attacks still loomed…
Which portfolio tracking tool to use
New Monevator readers often ask what’s the best way to track and manage their portfolios. Old hands may rock a…