Elm Wealth has a new article on asset classes that introduces their six criteria for whether to include it inside their client portfolios. I found how they explicitly outlined this structure very useful. Here are the six criteria: Low … [Read the rest]
Connexus Credit Union has a $300 bonus for their Xtraordinary Checking Account, which is a "Rewards" checking account that requires a number of debit card transactions and other activities to earn a special rate (currently 5% APY). Anyone can join … [Read the rest]
Kraken is best known as a crypto exchange, but as of early 2025 they now offer US stock trading under Kraken Securities through a partnership with Alpaca (press release). They've got that VC money and an IPO coming up, so you know that means a … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of September 2025, roughly sorted from shortest to longest maturities. Banks and brokerages love taking advantage of our idle cash, and you can often earning more money while keeping the … [Read the rest]
PayPal is offering customers a free 1-year trial subscription to Perpexity Pro (press release), which is a premium AI service that usually costs $20/month or $200/year and includes access to the most recent versions of ChatGPT/Claude as well as their … [Read the rest]
New limited-time offers. Delta Airlines American Express cards offer various special perks like free checked bags, priority boarding, and the ability to earn Delta SkyMiles with card purchases. As you can only get the welcome offers once on each of … [Read the rest]
You've maxed your company 401(k) match. Now what? Where exactly should you direct your savings? Christine Benz has a short but useful Morningstar article called A Hierarchy for Retirement Savings. The structure reminds me a bit of the Personal … [Read the rest]
New offers September 2025. Brokerage app Moomoo is offering a couple of new promotions, one for new customers (or existing customers that haven't ever funded their accounts), and another one for existing customers. New customers can get $1,000 … [Read the rest]
Robinhood is running "HOOD Month" from 8/19-9/15/25, and included are some competitive account transfer bonuses. Noteworthy are the 3% total match if you have $100,000 in margin (which you can "create" beforehand) and the 2% match that includes … [Read the rest]
Updated September 2025. That space in your wallet or purse is valuable, and you should be the one to get that value. By being smart and picky, you can find offers worth $500+ for a single card, all to encourage you to apply and try it out. This … [Read the rest]
Updated, also new 125k offer. The revamped Chase Sapphire Reserve® is now offering an opening incentive of 125,000 Ultimate Rewards points along with an even bigger annual fee and many new perks. Highlights: 125,000 Ultimate Rewards points … [Read the rest]
Back again for new NFL season; Everyone must re-enroll. If you are a resident of Washington state and age 18+ (as indicated by your Skymiles account), you can register at www.12status.com and receive the following perks from Delta … [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)