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Learn how the social care thresholds determine your funding fate

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What caught my eye this week. When it comes to collateral damage from the tragedy in Ukraine, investors in Russia can only come near the bottom of the sympathy list. But Monevator is an investing site. And the tumult in Russian assets since the war began is one for the ages. Russia’s stock market was [...]

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How your major assets are included and excluded from the means test for social care funding

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Some of the finest minds in finance profoundly disagree about what return we can expect from our investments in the decades ahead, so err on the side of caution.

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How to deal with the financial black hole of long-term social care – part 1 of our mini-series.

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And you thought the pandemic kept you up at night. A wave of high inflation is engulfing the UK economy, with January’s 5.5% CPI inflation measure the highest for 30 years. Few will sleep easily as the cost of living soars. It’s enough to send you back into social isolation to avoid paying higher prices: [...]

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Quantitative tightening and you

What is quantitative tightening? Why are bond funds falling? Should you alter your portfolio before the Bank of England further raises rates and soaring inflation sends you to the soup kitchen? All good questions that we’re hearing from Monevator readers every day. So let’s have a primer on what’s going on with central banks, rates, [...]

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Why it’s risky to assume retirement spending declines as you age.

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Does spending actually drop in retirement? Well, does it?

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There are lots of new ways to make money in whatever crypto is right now. Which means lots of new ways to lose it too…

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Free trading sounds ace but what’s the catch?

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TA comes out of the water closest in this no-holes barred FIRE update.

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How to spot a bear market bottom

Legendary investor Jim Slater lived through the 1970s stock market crash: the worst slump since the 1930s. The London share index was at a 21-year low in 1975. If you find yourself in the midst of a bear market then clearly Slater’s seen a thing or two. Let’s hear what he has to say. (My [...]

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An introduction to PrimaryBid

A new way to access fund-raisings and IPOs as a private investor

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We up periscope on the Slow & Steady portfolio and sea that all is swell.

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If you fear everyone got rich in 2021 except you, then read this post

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