Morningstar has published their 2024 Diversification Landscape Update (direct link to PDF), another useful whitepaper for DIY investors that looks closer at the correlations between different asset classes. In their Key Takeaways, they note the … [Read the rest]
Limited-time Referral Bonus Boost: The Raisin referral bonus for new accounts has been hiked for a limited time, doubled on some tiers and now up to $200. The new tiers are below. At the $5,000 and $10,000 amounts, the bonus works out to 1% of … [Read the rest]
Update May 2024: Juno just sent out the following e-mail today, which may be the best of example of public relations double-speak that I've seen in a while. Look at all those meaningless words! 😳 Juno paid out a lot of above-average … [Read the rest]
The 2024 Berkshire Hathaway Annual Shareholder Meeting occurred on May 4th, 2024, and while there are lots of articles offering highlights (including this one), it's never the same feeling as tuning into the actual thing. I always find a few nuggets … [Read the rest]
Here's my monthly roundup of the best interest rates on cash as of May 2024, roughly sorted from shortest to longest maturities. There are lesser-known opportunities available to individual investors, often earning you a lot more money while keeping … [Read the rest]
Offer is back, new deadline is June 28th. Robinhood has brought back their 1% ACAT Transfer bonus of a flat 1% of the transferred amount with no cap. That means a transfer of $10,000 in asset value from an external brokerage account will earn a … [Read the rest]
Updated May 2024. Merrill Edge is the self-directed brokerage arm formed after Bank of America and Merrill Lynch merged together. They are currently offering an increased cash bonus of up to $1,000 for moving "new money" or assets over to them from … [Read the rest]
Vanguard recently announced some new and/or increased fees for their brokerage accounts. Here is their updated full commission & fee schedule. The following are effective July 1, 2024: Account closure and ACAT outgoing transfer fee: A $100 fee … [Read the rest]
The "ultra-premium" card_name is offering an opening incentive of 60,000 Ultimate Rewards points which can be redeemed for at least $900 of travel when you redeem through Chase TravelSM, but can also be used in many other ways which can bring even … [Read the rest]
Evergreen Money is a new fintech startup focused on tax-smart money management by Bill Harris, previously CEO of Intuit, PayPal, and Personal Capital (now Empower). Here a short video clip of his Bloomberg TV appearance. They are starting out … [Read the rest]
Update: Savings I Bonds bought from May 1, 2024 through October 31, 2024 will have a fixed rate of 1.30%, for a total composite rate of 4.28% for the first 6 months. The semi-annual inflation rate was 1.48% as predicted (2.96% annually), but the … [Read the rest]
Vanguard recently announced that they are selling their individual 401(k), multiple-participant SEP, and SIMPLE IRA plan business to Ascensus (press release). They've already updated their small business retirement plan page. One-person SEP IRAs … [Read the rest]
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