Barclays Select Savings w/ AARP: $400 Bonus on $40,000 Deposit (+4% APY)

Barclays Bank Delaware has a Select Savings account (currently at 4.00% APY on all balance tiers) as part of their "AARP® Digital Banking" package which also offers Select CDS (with currently subpar rates) that is only available to AARP members with … [Read the rest]

Vanguard To Add Morningstar Branding to Several Index Funds

Last month, I mentioned that Morningstar had bought the Center for Research in Security Prices (CRSP) from the University of Chicago. CRSP started out as a non-profit, but was later converted to an LLC and sold for $375 million. Vanguard used … [Read the rest]

2026 Berkshire Hathaway Annual Shareholder Meeting Video, Transcript, and Notes

The 2026 Berkshire Hathaway Annual Shareholder Meeting occurred on May 2nd, 2026. Here is the full 5-hour meeting (pseudo-transcript) and a 7-minute highlight reel from CNBC from Omaha. This is the first one where Warren Buffett was not on stage … [Read the rest]

Ally Invest: $200 Bonus for New Brokerage Account

Ally Invest has a new $200 bonus offer for opening a new brokerage account with them, however it is specifically targeted to existing Ally Bank and Ally Auto customers who have never had an Ally Invest account before. (Some of us may have Ally … [Read the rest]

Ally Bank $100 New Savings Account Referral Bonus (No Direct Deposit Requirement)

Bonus extended. Ally Bank is one of my favorite banks in terms of user interface, practical features, customer service, and reliability. They were my primary checking account for years (the checking can auto-draft from the savings). Unfortunately, … [Read the rest]

Savings I Bonds May 2026 Rate: 0.9% Fixed Rate, 4.26% Total Rate for 6 Months

May 2026 update: Savings I Bonds bought from May 1, 2026 to October 31, 2026 will have a fixed rate of 0.90% and inflation rate of 3.36%, for a total composite rate of 4.26% for the first 6 months. For comparison, the current Treasury yields are … [Read the rest]

Chase Sapphire Reserve Card: 150,000 Points Bonus (New Limited-Time Offer)

Improved 150k offer. The revamped Chase Sapphire Reserve credit card is now offering a 150,000 Ultimate Rewards points bonus. This card stacks a high annual fee with a long list of perks. I don't know about $6,000, but we are definitely talking an … [Read the rest]

Rakuten Shopping Portal: New Bonus for Bank of America Credit Cards

Shopping cashback portal Rakuten is offering an additional bonus on select Bank of America credit cards. The values may fluctuate as with all their payout rates, but currently I am seeing the following: $250 cash back on the BofA Travel … [Read the rest]

Vanguard Index Funds at 50: Cost Still Matters

Vanguard has a new article 50 years. 50 facts. Indexing since 1976. with some interesting bits for investing enthusiasts. I feel like younger folks simply know index investing as the default for essentially every single 401k plan out there. Most … [Read the rest]

Live Oak Bank: $200 Bonus on $20,000 Deposit (New and Existing Customers)

(Update: Offer is back. Again available to both new and existing customers depositing new funds. For existing customers, the deposits must be in addition to your balance as of 4/19/26.) Live Oak Bank is an FDIC-insured internet bank that is … [Read the rest]

JP Morgan (Chase) Brokerage Transfer Bonus: Up to $1,000 for $250k/90 Days

Updated offer details. Brokerage firms compete for "assets under management", and many are willing to give you cash to encourage you to move your assets over to them. The bonus size will usually vary with the amount transferred, but also pay … [Read the rest]

Citizens Bank $400 Checking Bonus (Direct Deposit Required)

Citizens Bank is offering a $400 checking bonus with relatively simple requirements. However, they only offer checking accounts to residents of certain states mainly in the Eastern and Northeastern US (CT, DC, DE, FL, MD, MA, MI, NH, NJ, NY, OH, … [Read the rest]