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]
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 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]
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]
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]
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]
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 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]
(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]
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 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]
Fraud attempts seem to be coming at us 24/7, and this story of a couple losing $180,000 from their brokerage account was very sad. However, what really caught my eye is that not only could they not track down the funds (where was it withdrawn to? … [Read the rest]
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