(Update: This offer is expired.) Wells Fargo has brought back a few larger bonuses for both new checking and savings account customers. The checking bonus requires direct deposit and the savings bonus requires a $10,000 new money deposit for at … [Read the rest]
New discount up to 10% off, ends 3/3/24. IKEA has a limited-time "Spend and Get" promotion offering $15 off $150+, $30 off $300+, and $50 off $500+ purchases (all amounts are before sales tax and other taxes). U.S. only. Valid in-store and online. … [Read the rest]
The academic paper Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice by Anarkulova, Cederburg and O'Doherty had a conclusion that caught my eye. From the abstract: We challenge two central tenets of lifecycle investing: … [Read the rest]
Whew! 😅 I just passed my first mid-term test in about 20 years. The first half of Fundamentals of Financial Planning, the first course from my self-paced CFP program, included coverage of the official 7-Step "Financial Planning Process". … [Read the rest]
https://www.youtube.com/watch?v=viCf2Sf5GBc While pondering potential goals for the New Year, I ended up poking around Certified Financial Planner (CFP) Certification Education Programs. I have been toying with the idea of taking one of these … [Read the rest]
If you earned interest from a money market fund or bond mutual fund/ETF last year, a significant portion of this interest may have come from US Treasury bills and bonds, which are generally exempt from state and local income taxes. (California, … [Read the rest]
Here's my monthly roundup of the best interest rates on cash as of February 2024, roughly sorted from shortest to longest maturities. There are often lesser-known opportunities available to individual investors, where you could earn a lot more money … [Read the rest]
The Alaska Airlines Visa credit card is issued by Bank of America and offers several unique cardholder perks, and currently has an increased limited-time offer. The business card version currently also has a limited-time offer. Alaska Airlines … [Read the rest]
If you earned interest from a money market fund or bond mutual fund/ETF last year, a significant portion of this interest may have come from US Treasury bills and bonds, which are generally exempt from state and local income taxes. (California, … [Read the rest]
The film Tune Out the Noise ended up as a story of how a small group of "data freaks" gathered and analyzed a huge amount of historical data early on in the digital revolution, and made a series of big realizations. The one that most people know is … [Read the rest]
The film Tune Out the Noise is a documentary by Academy Award–winning director Errol Morris about the rise of academic finance, the computer analysis of market data, index funds, and the founding of Dimensional Fund Advisors (DFA). It appears that … [Read the rest]
Another year, another batch of bold predictions that are always based on recent past performance. The most common one this year is "Why not just own 100% US stocks? Why bother with international stocks? Why even bother with bonds?" Humility may … [Read the rest]
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