Updated with new perks, increased credits, and increased annual fee. card_name is the classic premium travel card, with an extended list of luxurious perks along with a hefty annual fee. It's time for another look again as they have added many new … [Read the rest]
Updated with improved welcome offer, new perks, and increased annual fee. card_name is the ultra-premium AmEx business card with a very long list of perks and statement credits. You also get a broad airline lounge access program and an improved … [Read the rest]
As part of the run-up to Amazon "Prime Big Deal Days", you can get a free 3-month or 4-month trial of Amazon Music Unlimited (standard is only 1-month). Beyond the usual ad-free and on-demand music, Amazon Music Unlimited now also includes 1 free … [Read the rest]
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]
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