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Investing

How to set your children up to be financially free in the future.

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What goes into an ESG index?

A fairly subjective process is put under the microscope…

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Ideas for your defensive asset allocation. What to use and why

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We can’t really call equities an inflation hedge. Not when their real return falls with high inflation!

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Many in the Monevator community ask about how to manage multiple portfolios, especially as part of a single family household. Reader Sunil sums up the dilemma: I understand the importance of diversification, but what about across multiple portfolios? I have a SIPP and ISA, and run a SIPP and ISA for my wife. That’s four [...]

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A portfolio management checklist to help keep your investments on track.

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There are safer investments and there are riskier investments, but there’s no such thing as ‘safe’. You must always consider timescales, too.

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Do you think bonds are old hat? Do you fear a bond crash? Then read this riposte.

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How to build an FI plan that copes with bill shock.

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Do you have an investing edge?

Investing edge is (mostly) a fantasy concocted by people that (mostly) don’t have it, in order to make you pay.

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Irish ETFs are issued to UK investors as CDIs, post-Brexit. What on Earth does that mean?

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Another trio of burning questions answered by the ex-hedge fund manager turned passive guru!

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The Accumulator’s seven year FIRE journey condensed into seven minutes (ish).

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Enterprise Investment Schemes offer ways to reduce your tax bill, but they’re not simple or risk-free investments…

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The Accumulator sets alight the torch of freedom and goes full FIRE. TLDR: he’s left work for good.

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If the movie Contagion contained a scene showing the hero’s passive portfolio, then it didn’t look like this.

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