This is a bit of an "inside baseball" topic appealing only to serious DIY investors, but I found this FT article about Vanguard's unique tax-efficient fund structure quite interesting. Apparently, Vanguard has both a patent and special SEC … [Read the rest]
Update April 2022: Just a quick update that this has been a useful, additional free identity theft protection service. Today, I electronically signed some "power of attorney"-type papers through Docusign and they had me answer some identity … [Read the rest]
Nothing like a 10% yield with no principal risk to attract more attention to a quiet little investment option. The WSJ has a new article What Are I Bonds? Everything You Need to Know to Earn Nearly 10% Interest as a follow-up to The Safe Investment … [Read the rest]
Vanguard is based right outside of Philadelphia, so the Philadelphia Inquirer often provides helpful insights on the company. Their new article Vanguard clients take to social media over customer service mishaps (possible paywall?) provides a good … [Read the rest]
There are many apps in the "reloadable debit card for kids" category, where parents can transfer money into their account and kids can spend it. However, I have been looking for a better app that can illustrate the power of compound interest and … [Read the rest]
The 2022 Berkshire Hathaway Annual Shareholder Meeting will be held in-person in Omaha, Nebraska on Saturday, April 30th. It will also be streamed live via CNBC webcast starting at 8:45am Central Time (6:45 Pacific). As a sort of promotion for … [Read the rest]
Often you'll hear investment advice like "just buy an index fund and forget about it", but when a severe crisis occurs, it's really hard to just forget about it. Substitute advice like "sell now and wait for the dust to settle" may start to sound … [Read the rest]
I had to double-check the date when I received the press release for this product to make sure it wasn't April 1st. 🤯 INVEST is a new partnership between Vanguard and American Express, but Vanguard provides all of the financial investment … [Read the rest]
via GIPHY Here’s a slightly-altered quarterly update on the income produced by my Humble Portfolio. I track the income produced as way to add a different view of performance. The total income goes up much more gradually and consistently than … [Read the rest]
(Update: Looks like Wells Fargo ended this promotion early. Hope those interested got the code while they could.) Wells Fargo has a $1,500 bonus offer if you open a new business checking account in a physical branch with a special bonus code from … [Read the rest]
Here's my quarterly update on my current investment holdings as of 4/8/22, including our 401k/403b/IRAs and taxable brokerage accounts but excluding a side portfolio of self-directed investments. Following the concept of skin in the game, the … [Read the rest]
Here's my monthly roundup of the best interest rates on cash as of April 2022, roughly sorted from shortest to longest maturities (useful for both cash reserves and as possible bond substitutes). I look for lesser-known opportunities available to … [Read the rest]
The Best Credit Card Bonus Offers – 2026
Big List of Free Stocks from Brokerage Apps
Best Interest Rates on Cash - 2026
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)