TradeKing is offering a $100 bonus (expired) for new households opening an account with at least $2,500, and making one trade. You must keep $1,000 in the account for the first 6 months. I could not find a related TradeKing promotional code for this … [Read the rest]
Brokerage Promotions: $100 Bonuses at Tradeking and OptionsXpress
Posted on January 10, 2008 // 5 Comments
Rollover IRAs: Good Idea In General, But What About A Small 401k?
Posted on January 9, 2008 // 5 Comments
If you leave your job and have a 401k or 403b left behind, the common advice is to roll it over into a Rollover IRA. There are several benefits to doing so, but here are the biggies: You maintain the tax-deferred status of the investment. For a … [Read the rest]
January 2008 Financial Status / Net Worth Update
Posted on January 8, 2008 // 5 Comments
Credit Card Debt If you’re a newer reader, you may have some concerns about my high levels of credit card debt. I’m actually taking money from 0% APR balance transfer offers and instead of spending it, I am placing it in high yield … [Read the rest]
Interim Asset Allocation: Existing Accounts, Fund Choices, and Implementation
Posted on January 8, 2008 // 9 Comments
Okay, so I’ve decided upon an asset allocation plan. Now for my least favorite part - juggling and cramming all those asset classes into several different accounts. First, I’ll list my existing accounts, their estimated current … [Read the rest]
Interim Asset Allocation: History, Decision, and Changes
Posted on January 7, 2008 // 15 Comments
Over the last year or so, I’ve learned a lot of new things about investing and asset allocation. At the same time, I know that changing your asset allocation too frequently is often a response to recent market activity (aka performance … [Read the rest]
Rebuilding My Investment Portfolio: Index Of Posts So Far
Posted on January 6, 2008 // Leave a Comment
I am a proponent and investor in low-cost, passive-managed mutual funds, but even within that philosophy there can be a dizzying array of choices. Although this has been taking a lot longer than I had hoped, but here is an updated compilation of … [Read the rest]
Follow-Ups: Cast-Iron Cooking, Gift-Giving, U-Haul Renting, Goal-Making Goodness
Posted on January 5, 2008 // Leave a Comment
Here are some follow-ups on some recent posts: Cast Iron Skillet: The Ultimate Smart and Frugal Cookware? Amazon actually sent it separately by 2nd-day Air, I can only assume to make sure it arrived without damage. But sending a $15 pot by … [Read the rest]
Weekend Links: Relocating, Resumes, MBAs, and More
Posted on January 5, 2008 // Leave a Comment
Either by coincidence or due to my subconscious, most of these links have to do with careers and jobs: SVB at TheDigeratiLife explores the true costs of relocating. Most people move for jobs, but we moved for family first, and found jobs second. … [Read the rest]
Free Sample Friday: Smell It Like Beckham
Posted on January 4, 2008 // Leave a Comment
Got your junk e-mail addresses ready? Unfortunately, no free razors to be found. First stop, free samples at Wal-mart. Currently available (refresh page as necessary): - South Beach granola snacks - Dove and Head and Shoulders shampoo - Friskies … [Read the rest]
Replace Lost Savings Bonds, Stock Certificates, Car Titles, and Tax Returns
Posted on January 4, 2008 // 2 Comments
CNN Money has a potentially useful piece on how to get a copy of important documents if you happen to lose them. Hopefully you won’t ever need this info, but here it is anyway… Savings Bonds Visit TreasuryDirect.gov or fill out Form … [Read the rest]
WeddingWire: Review Wedding Vendors, Get $5 Gift Card
Posted on January 4, 2008 // 4 Comments
Another startup website, WeddingWire, is offering a $5 gift card to Amazon.com for newlyweds and married folks who provide reviews of 5 wedding vendors. Thanks to reader Susie for the tip. Although this may not be the most efficient use of time, … [Read the rest]
Lending Club: $50 Bonus + 5% Of Loan Amount If You Lend $5,000+
Posted on January 2, 2008 // 19 Comments
Wow, here's an interesting promotion from person-to-person lender Lending Club. They are currently offering a 5% cash bonus if you lend $5,000 or more by February 3, 2008 for both new and existing lenders on top of their $25/$50 sign-up bonus. Here … [Read the rest]
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