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Webull ACAT Transfer Bonus: 2% of Assets (Up to $5 Million)

The Webull brokerage app is offering a 2% ACAT Transfer bonus plus up to $100 in outgoing fee reimbursements if you transfer at least $2,000+. Must transfer by 7/31/24. The minimum hold period is 2 years (must hold past 7/31/26). Nice to see … [Read the rest]

Best Interest Rates on Cash Roundup – July 2024

Here's my monthly roundup of the best interest rates on cash as of July 2024, roughly sorted from shortest to longest maturities. There are lesser-known opportunities available to individual investors, often earning more money while keeping the same … [Read the rest]

US stocks 500% vs. International Stocks 100% Gain Over Last 16 Years

If you've looked at your portfolio and wondered exactly how much US stocks have outperformed the rest of the world, Charlie Bilello shares in his July 4th post USA! USA! USA!: Over the last 16 years, US stocks have gained 502% vs. 104% for … [Read the rest]

Walmart+ Annual Membership 50% Off ($49 Savings)

Walmart is offering 50% off an annual Walmart+ membership (a $49 savings). Look for various Walmart+ Deals to compete with the Amazon Prime and Target Circle bonanzas. *Pay $49 for one year of annual membership. Exclusions apply. Promotion ends … [Read the rest]

Aeroplan® Credit Card Review: 70,000 Bonus Points (Redeem For $875 of Travel on ANY Airline)

Chase and Air Canada have partnered to create the Aeroplan® Credit Card for US customers. Using the new Pay Yourself Back feature, 70,000 Aeroplan points can be redeemed for $875 back toward eligible travel purchases including flights on any … [Read the rest]

Target Circle Week 7/7-7/13: 50% off Circle 360, Check for Targeted $15 Offer

Target is running another Target Circle Week from July 7th-13th with various discounts and deals. Here are the highlights: Each day will have a special Deal of the Day along with various sales. Look for a special Target Circle Bonus offer … [Read the rest]

Amazon: Pay with American Express Membership Rewards Points, Get up to 40% Off (Targeted)

Check AmEx link again to see if eligible again for this new round. You may also find an Amazon offer under your "AmEx Offers" in your account. Note that Amazon links may not show up on RSS/email, please click here to visit the website … [Read the rest]

Amazon: Pay with Discover Card Points, Get $10 off $50 or 30%/40% Off (Targeted)

Check offer link again to see if eligible for this new round. If you have a Discover card with cash back rewards, you can redeem them to buy eligible items at Amazon.com. The redemption rate is $1 in Cash Back Bonus = $1 to spend at Amazon, which … [Read the rest]

Chase MyBonus 2024 Q3: Check For Targeted 5X Points on Chase-Issued Cards

New quarter, new offers. A quick 2024 Q3 reminder that you can discover targeted offers for your Chase-issued credit card at Chase.com/mybonus. This includes both their in-house cards like Sapphire or Freedom Flex and their co-branded cards like … [Read the rest]

SoFi Invest 401(k) Rollover 1% Unlimited Match Promo

SoFi Invest is offering an uncapped 1% match on 401(k) account rollovers ($20,000 minimum) through August 15th, 2024. There is a 2-year required hold period. Both new and existing SoFi IRA accountholders IRAs are eligible. For folks with big … [Read the rest]

MMB Portfolio Dividend & Interest Income Update – July 2024 (Post Q2)

Here’s my quarterly income update as a companion post to my July 2024 asset allocation & performance update. I prefer to track the income produced as an alternative metric to performance. The total income goes up much more gradually and … [Read the rest]

MMB Portfolio Asset Allocation & Performance Update – July 2024 (Post Q2)

Here's my 2024 Q2 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage accounts but excluding our house and side portfolio of self-directed investments. Following the concept of skin in the … [Read the rest]