The 2025 edition of the UBS Global Investment Returns Yearbook is available for free download in a 22-page PDF with 10 Key Insights on the UBS website. This annual publication provides an excellent "big picture" overview of the last 125 years of … [Read the rest]
Chase managed to make a media event out of its revamp of the Chase Sapphire Reserve and new Chase Sapphire Reserve Business cards. The personal and business credit cards both have a huge $795 annual fee, huge new cardholder bonus, and long list of … [Read the rest]
The American Customer Satisfaction Index (ACSI) is a "national cross-industry measure of customer satisfaction" and they recently released their survey results on the finance vertical. Below are their rankings for "online investment", which covers … [Read the rest]
Limited-time is back, expires 7/30. The Amtrak Guest Rewards Preferred Mastercard, issued by First National Bank of Omaha (FNBO), offers a variety of perks for Amtrak riders. It also currently has a 40,000 points limited-time offer that is worth up … [Read the rest]
While continuing my CFP course on Investment Planning, their sections on portfolio construction and asset allocation contained several updated 2025 versions of charts (including data through the end of 2024) that I have been posting on this site … [Read the rest]
TIAA-CREF recently announced that they are allowing the public to invest in their fixed and income annuities inside a Traditional or Roth IRA (via Bogleheads). This includes their most well-known TIAA Traditional Annuity, which has traditionally … [Read the rest]
Costco has been making several changes recently, and it's not just the new hours. As someone who has recently joined Sam's Club, it is interesting to see how the competition between them has actually made them both better. All … [Read the rest]
The card_name is a straightforward business credit card offering a big early spend bonus offer in addition to ongoing unlimited 2% cash back on all purchases (or better). Here are the highlights: Earn a $1,000 cash bonus when you spend $10,000 … [Read the rest]
Finally... I passed the "Insurance Planning" course for my University of Georgia Self-Paced CFP class. That's only #2 out of the 7 topics, but here are a few quick observations so far: After trying a couple of times... 😅 I was not … [Read the rest]
CIT Bank has a new promo for their eChecking account. Their eChecking has a minimum opening deposit of $100, no minimum balance, and no monthly service fee. The interest rate is low (0.10% on balances under $25,000), but a checking account can be … [Read the rest]
The IHG One Rewards Premier Credit Card is the premium IHG hotel co-branded card that includes special IHG perks like a free night award every year you keep the card, Elite status, and every 4th award night free. Here are the … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of June 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 same … [Read the rest]
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