Betterment Offers Tax Loss Harvesting With No Minimums


Automated portfolio managers like Betterment will set you up with a diversified mix of index funds and manage it for you for a small fee. I'm an investing geek, so I always lean towards keeping the small fee and manage things myself. But an … [Read the rest]

Chase IHG Rewards Club Select Credit Card Review: What Does 70,000 Points Get You?


The Chase IHG® Rewards Club Select Credit Card has a limited-time promotion where you can get 70,000 bonus IHG points after you spend $1,000 within the first 3 months of account opening. The previous bonus was 60k points. This card also has the … [Read the rest]

Global Asset Allocation Book Review: Comparing 12+ Expert Model Portfolios


I am a regular reader of Meb Faber's online writings, and volunteered to received a free review copy of his new book Global Asset Allocation: A Survey of the World's Top Asset Allocation Strategies. It is a rather short book and would probably be … [Read the rest]

ComputerShare and Company-Specific DRIP Plans: Still A Good Option in 2015?


Here's a reader question that arrived this week: I know you write a lot about investing, but can you write a little more about ComputerShare as a way to save money vs buying stock with online brokerages. I just read in WSJ how its cheaper if you … [Read the rest]

Citi Simplicity Card Review: 0% for 21 Months, No Late Fees, No Penalty Rates


New 21 month offer (1.75 years). I usually focus on rewards-earning credit cards, but I know many folks are still carrying some balances and thus more concerned about their whopping 15% interest rate rather than a relatively puny 2% back on … [Read the rest]

NAPFA: Warnings When Finding a Financial Advisor


Many people feel more comfortable with someone else helping them with their finances. A common piece of advice these days is to find a fee-only advisor that doesn't work on commission. Many times this leads to a recommendation of the National … [Read the rest]

Portfolio Rebalancing Frequency: Even Less Than Annually?


Here's another data point on the debate on how often to rebalance your portfolio to your target asset allocation. Econompic Data writes about rebalancing a portfolio back to 60% S&P 500 / 40% Barclays Aggregate Bond index from 1976-2014 and finds … [Read the rest]

The Only Two States of Your Portfolio: Happy All-Time High or Sad Drawdown


Quick question - What was the highest value ever for your investment portfolio? Now, what was the value exactly a year before that? You probably know the answer to the first question, but not the second, even though both have little to do with … [Read the rest]

Slate from Chase: 0% APR For 15 Months + NO Balance Transfer Fee for 60 Days + Free FICO Score

Slate from Chase Visa

Updated with free FICO score information. Looking to pay down debt in 2015? Transfer your balances to the Chase Slate® Card and get 0% APR For 15 Months and pay NO BALANCE TRANSFER FEE if done within 60 days of account opening. You won't pay any m … [Read the rest]

Blue Cash Preferred from American Express Review: 6% Back on Groceries + New Bonus

Blue Cash Preferred from American Express Banner

Update: There is a new link for this card which is offering a $50 statement credit after first purchase within 3 months of card membership, plus another $150 statement credit after $1,000 in purchases within 3 months of card membership. The sign-up … [Read the rest]

The Affluent Investor by Phil DeMuth – Book for $100,000+ Club


This week I've been trying to catch up on my book reviews (you should see my "to read" shelf!), and after a good beginner book I thought I'd write about a good intermediate-to-advanced book. You've probably noticed there are a lot of starter books … [Read the rest]

Vanguard High-Yield Corporate Bond Fund Review (VWEHX)


The Vanguard High-Yield Corporate Bond Fund (VWEHX, VWEAX) is a low-cost, actively-managed bond fund that invests in medium- and lower-quality corporate bonds and is advised by Wellington Management Company. I don't own any in my retirement … [Read the rest]