Schwab just sent me an e-mail with the subject "The wait is over. The future of investing is here." That boast means their new automated portfolio advisory platform called Schwab Intelligent Portfolios (SIP) is now opening accounts, meeting their … [Read the rest]
Weekly business newspaper Barron's just released their 2015 annual broker survey rankings. Here's a snippet that helps explain their perspective and readership (emphasis mine): To pinpoint 2015’s top brokers, we analyzed not just their security, … [Read the rest]
I always keep track of the Vanguard Target Retirement 20XX Funds because: They are a low-cost, broadly-diversified, "all-in-one" fund that I think are a good starting point for both beginning investors and those desiring simplicity. I have … [Read the rest]
In the recent movie The Gambler, a loanshark named Frank explains the Position of F- You to gambler Jim Bennett. (Played by actor John Goodman.) Warning: Lots of explicit language ahead! https://www.youtube.com/watch?v=Q1qFqsQZXfo (Embedded … [Read the rest]
Many people want to take advantage of the tax benefits of 529 college savings accounts, but don't want to deal with the volatility of stocks or bonds. Perhaps the beneficiary will need the funds soon, or you want the security of FDIC insurance. … [Read the rest]
Discover started with one credit card. Over the years, they expanded to a bunch of different cards. Back in 2013, they nuked all of them and started fresh again with the Discover it. But you know that simplicity never suits large … [Read the rest]
Follow-up on Costco dropping American Express. Costco has announced that it will only accept Visa credit cards at its stores starting April 1, 2016. American Express credit cards will no longer be accepted on that date. Customers can still use … [Read the rest]
Berkshire Hathaway has released their 2014 Letter to Shareholders [pdf]. To commemorate the 50th anniversary of Warren Buffett taking over the company (1965-2015), both Warren Buffett and Charlie Munger wrote separate letters discussing both the … [Read the rest]
Imagine that it is 1935, and the US has just survived the Great Depression. You think to yourself - if a company can survive this, it's got to be pretty solid. So you buy equal amounts of stock from 30 of the largest US companies, and hold them... … [Read the rest]
Here is my 2014 review of H&R Block Online DIY tax preparation software, to complement my TurboTax 2014 review and TaxACT 2014 review. I filed my personal tax return using each of the "Big 3" and I will try to share the overall experience along … [Read the rest]
Fidelity has released an infographic [pdf] about the power of saving 1% more of your income: To coincide with this, Fidelity started a related promotion to entice folks to move over their IRA assets to them. The Fidelity IRA Match is … [Read the rest]
The sales pitch for American Express has always been that their cardholders are wealthy and thus big spenders, which in turn justifies their above-average transaction fees charged to merchants. The theory is a merchant won't mind paying more in fees … [Read the rest]
The Best Credit Card Bonus Offers – 2025
Big List of Free Stocks from Brokerage Apps
Best Interest Rates on Cash - 2025
Free Credit Scores x 3 + Free Credit Monitoring
Best No Fee 0% APR Balance Transfer Offers
Little-Known Cellular Data Plans That Can Save Big Money
How To Haggle Your Cable or Direct TV Bill
Big List of Free Consumer Data Reports (Credit, Rent, Work)