For MAVENS and MOGULS on November 11, 2025
CAPE is up so markets will go down? Shock horror: it’s not so simple…
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For MAVENS and MOGULS on October 21, 2025
Many Monevator readers tell us they’re feeling nervous about the markets. Me too. The perils on my personal Venn diagram of risks seem to overlap like unattended coffee rings. Notable brow-furrowers include: Vaulting US stock market valuations Big tech betting the farm on AI UK economic stagnation Government debt piles swaying like Jenga towers The [...]
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For MAVENS and MOGULS on September 9, 2025
Our fictional OAPs are racing ahead thanks to their dynamic withdrawal strategy and punchier asset allocation
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For MAVENS and MOGULS on August 12, 2025
Nobody said it would be easy. But we do say that it can be done!
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For MAVENS and MOGULS on July 22, 2025
Minor league diversification
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For MAVENS and MOGULS on June 10, 2025
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For MAVENS and MOGULS on May 6, 2025
Some wobbly retirement stories as told through the numbers.
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For MAVENS and MOGULS on April 15, 2025
We won’t get fooled again…
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For MAVENS and MOGULS on March 11, 2025
Our plucky theoretical retirees complete their first annual check-in!
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For MAVENS and MOGULS on February 11, 2025
Make like a robber baron and own the vital organs of the nation…
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For MAVENS and MOGULS on January 14, 2025
Our passive investing lead Maven takes another look at what he owns…
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For MAVENS and MOGULS on December 10, 2024
If it could happen there it could happen anywhere…
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For MAVENS and MOGULS on November 6, 2024
Are you paying tax on your savings interest? Would you like to pay less tax? Well, it turns out you can, by stashing your cash in gilts ((UK government bonds.)). It’s a legal and safe option that I’ve personally overlooked until now. The trick is to move your money out of savings accounts and into [...]
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For MAVENS and MOGULS on October 15, 2024
Introducing our new spreadsheet to tame any DIY linker portfolio
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For MAVENS and MOGULS on September 17, 2024
Everyone will face spending shocks in retirement – and our model portfolio has just hit its first bout of unexpected turbulence
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For MAVENS and MOGULS on August 20, 2024
We show how often the World index manages to outperform the US stock market over a century’s worth of data.
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