Update: I'm very sorry, I was in a rush and read the offer wrong. There is no $500 for the referred person. Please don't open and fund. If I end up getting a $500 reward for referring you, I will send you the $500. However, I don't have a way … [Read the rest]
Berkshire Hathaway (BRK) released its 2024 Letter to Shareholders (also see full 2024 Annual Report), which Warren Buffett traditionally also uses as an educational instrument. As always, I recommend reading it yourself (only 13 pages total this … [Read the rest]
Updated. As the brokerage 1099 forms for the 2024 Tax Year are coming out, here is a quick reminder for those subject to state and/or local income taxes. If you earned interest from a money market fund, a significant portion of this interest may … [Read the rest]
Crypto exchange Gemini has upped their referral offer for a limited-time to a $75 bonus in crypto after you open a new account and trade $100. Above is a screenshot from my app. This is much higher than the standard offer. You can do something as … [Read the rest]
Vanguard's new index ETFs that hold short-term US Treasury Bonds are now live (press release). Vanguard 0-3 Month Treasury Bill ETF (VBIL). Tracks the Bloomberg US Treasury Bills 0-3 Months Index, which holds T-Bills with maturities of 3 … [Read the rest]
New limited-offer with first year bonus value of $1,000. The card_name is a premium travel rewards card with a flat 2 Miles per dollar on all purchases. 75,000 miles can be redeemed as a $750 credit towards any travel purchase made with the card … [Read the rest]
Here is a new TurboTax App promo link that offers free tax filing ($0 Federal, $0 State) for ALL tax situations (not just 1040EZ form users). This includes their TurboTax Standard, Deluxe, and Premium products. Here are the specific set of … [Read the rest]
Callan Associates updates a “periodic table” annually with the relative performance of 9 major asset classes over the last 20 years. Above is the most recent snapshot of 2005-2024, which you can find on their website Callan.com. The best performing … [Read the rest]
Update March 2025. Southwest has made some big changes to how they run, and it's not entire clear how it will affect their credit cards. The "Wanna Get Away" fare is going away later this year, to be replaced by "Basic". I will try to update … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of February, roughly sorted from shortest to longest maturities. Banks love taking advantage of our idle cash, and you can often earning more money while keeping the same level of safety … [Read the rest]
As a follow-up to my thoughts on Should I Stay with Vanguard? and their recent expense ratio drop announcement, I recently listened to this 30-minute Morningstar video with Daniel Sotiroff and Susan Dziubinski about the current state of Vanguard in … [Read the rest]
Delta Airlines American Express cards offer various special perks like free checked bags, priority boarding, and the ability to earn Delta SkyMiles with card purchases. As you can only get the welcome offers once on each of these cards per person … [Read the rest]
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