IKEA Gift Card Promo: Buy $50 eGift Card, Get $10 eGift Card (Limit $500)

Posted on May 16, 2024 // 4 Comments

Buy a $50 IKEA eGift card, get bonus $10 eGift Card. That's $10 off every $60 of IKEA stuff, which seems pretty good. Limit $500 total gift cards purchased ($100 in bonus gift cards). The website URL is funky, but it is linked directly from the … [Read the rest]

Morningstar Asset Class Correlation Charts 2024: 20-Year Historical Matrix

Posted on May 16, 2024 // 2 Comments

Morningstar has published their 2024 Diversification Landscape Update (direct link to PDF), another useful whitepaper for DIY investors that looks closer at the correlations between different asset classes. In their Key Takeaways, they note the … [Read the rest]

5.10% APY CDs, 5.10% APY No-Penalty CDs, 5.276% APY Savings via Raisin (Limited-Time Bonus Boost, up to $200)

Posted on May 13, 2024 // 28 Comments

Limited-time Referral Bonus Boost: The Raisin referral bonus for new accounts has been hiked for a limited time, doubled on some tiers and now up to $200. The new tiers are below. At the $5,000 and $10,000 amounts, the bonus works out to 1% of … [Read the rest]

Juno Finance App: Banking Interruptions, 5% APY and 5% Cashback Terminated

Posted on May 13, 2024 // 62 Comments

Update May 2024: Juno just sent out the following e-mail today, which may be the best of example of public relations double-speak that I've seen in a while. Look at all those meaningless words! 😳 Juno paid out a lot of above-average … [Read the rest]

2024 Berkshire Hathaway Annual Shareholder Meeting Video, Transcript, and Notes

Posted on May 10, 2024 // Leave a Comment

The 2024 Berkshire Hathaway Annual Shareholder Meeting occurred on May 4th, 2024, and while there are lots of articles offering highlights (including this one), it's never the same feeling as tuning into the actual thing. I always find a few nuggets … [Read the rest]

Best Interest Rates on Cash Roundup – May 2024

Posted on May 8, 2024 // 6 Comments

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

Robinhood ACAT Bonus: 1% of Taxable Brokerage Assets Transferred w/ No Cap, 2-Year Hold

Posted on May 7, 2024 // 14 Comments

Offer is back, new deadline is June 28th. Robinhood has brought back their 1% ACAT Transfer bonus of a flat 1% of the transferred amount with no cap. That means a transfer of $10,000 in asset value from an external brokerage account will earn a … [Read the rest]

Vanguard Adds New $100 Account Closure and Outgoing Transfer Fee

Posted on May 5, 2024 // 19 Comments

Vanguard recently announced some new and/or increased fees for their brokerage accounts. Here is their updated full commission & fee schedule. The following are effective July 1, 2024: Account closure and ACAT outgoing transfer fee: A $100 fee … [Read the rest]

Evergreen Money “Liquid Treasuries” Review: Checking Account + T-Bill Combo, $250 Bonus

Posted on May 1, 2024 // 24 Comments

Evergreen Money is a new fintech startup focused on tax-smart money management by Bill Harris, previously CEO of Intuit, PayPal, and Personal Capital (now Empower). Here a short video clip of his Bloomberg TV appearance. They are starting out … [Read the rest]

Savings I Bonds May 2024: 1.30% Fixed Rate, 2.98% Inflation Rate (4.28% Total for First 6 Months)

Posted on April 30, 2024 // 11 Comments

Update: Savings I Bonds bought from May 1, 2024 through October 31, 2024 will have a fixed rate of 1.30%, for a total composite rate of 4.28% for the first 6 months. The semi-annual inflation rate was 1.48% as predicted (2.96% annually), but the … [Read the rest]

Vanguard Sells All Solo 401(k) Accounts to Ascensus

Posted on April 23, 2024 // 6 Comments

Vanguard recently announced that they are selling their individual 401(k), multiple-participant SEP, and SIMPLE IRA plan business to Ascensus (press release). They've already updated their small business retirement plan page. One-person SEP IRAs … [Read the rest]

SoFi Invest ACAT Transfer Bonus Promotion: $100 to $10,000, Both New and Existing Accounts

Posted on April 18, 2024 // 4 Comments

SoFi Invest is offering an increased ACAT transfer bonus up to $10,000 for transferring in new assets. Some of the tiers are double what they used to be, but the minimum holding period was also increased. Valid for both taxable brokerage accounts … [Read the rest]

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