(Updated: 2% ACAT transfer bonus is back, valid on both IRAs and taxable brokerage accounts. For example, $2,000 on a $100,000 account value. 5-year minimum hold. Only a 1% bonus on 401k rollovers. ) SoFi ("Social Finance") is an all-in-one … [Read the rest]
The Atmos Rewards Visa Signature Business Card is the business card version of the Atmos Rewards Ascent Visa. Right now, there is also a limited-time increased 85k + $99 Companion Fare offer for this card, which you may find promoted by flight … [Read the rest]
Limited-time offer. The Atmos™ Rewards Ascent Visa Signature Card is the one of the new refreshed Alaska Airlines cards in the new combined Alaska–Hawaiian ecosystem. Formerly the Alaska Airlines Visa Signature Card, and still issued by Bank of … [Read the rest]
The NY Times recently published the article "Her Life Savings Mysteriously Disappeared After a Systems Glitch" (gift link), where a woman logs into her Fidelity account one day and finds that her accounts are missing online and Fidelity dismisses her … [Read the rest]
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]
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]
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