In keeping with my goal of finishing one course per month from the University of Georgia Self-Paced CFP education program, I wrapped up the first course "Fundamentals of Financial Planning" in February (barely). Here were the topics covered … [Read the rest]
American Express has partnered with the Point.me award travel tool to provide free flight searches for the airline loyalty programs that work with American Express Membership Rewards points. The special site is AmEx.Point.me, where you must log … [Read the rest]
Greenlight is a popular reloadable debit card service for kids, where parents can manage and track their kids spending. You can also add an allowance, payments for recurring chores or one-time jobs, and teach them compound interest via "parent-paid … [Read the rest]
The 25th edition of the UBS Global Investment Returns Yearbook is available for free download in a 56-page PDF Summary Edition version on the UBS website. (Credit Suisse took over the publication of this yearbook in 2009, and UBS was voluntold to … [Read the rest]
Here's my monthly roundup of the best interest rates on cash as of March 2024, roughly sorted from shortest to longest maturities. There are lesser-known opportunities available to individual investors, often earning you a lot more money while … [Read the rest]
Berkshire Hathaway (BRK) released its 2023 Letter to Shareholders (also see full 2023 Annual Report), which Warren Buffett also uses as an educational instrument. As always, I recommend reading it yourself (only 17 pages total this year). I … [Read the rest]
Update February 2024: Save now provides a link to their actual returns for their 1-year Market Savings across all portfolios. But be careful, as much of what is shown at first glance is for products that haven't actually completed their entire … [Read the rest]
(Update July 2024: The top deposit bonus level is now back to $200.) Original, outdated post with expired details from when the top tier was worth $500: Upgrade is offering up to a $500 deposit bonus via referral link when you open their … [Read the rest]
(Update: This offer is expired.) Wells Fargo has brought back a few larger bonuses for both new checking and savings account customers. The checking bonus requires direct deposit and the savings bonus requires a $10,000 new money deposit for at … [Read the rest]
New discount up to 10% off, ends 3/3/24. IKEA has a limited-time "Spend and Get" promotion offering $15 off $150+, $30 off $300+, and $50 off $500+ purchases (all amounts are before sales tax and other taxes). U.S. only. Valid in-store and online. … [Read the rest]
The academic paper Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice by Anarkulova, Cederburg and O'Doherty had a conclusion that caught my eye. From the abstract: We challenge two central tenets of lifecycle investing: … [Read the rest]
Whew! 😅 I just passed my first mid-term test in about 20 years. The first half of Fundamentals of Financial Planning, the first course from my self-paced CFP program, included coverage of the official 7-Step "Financial Planning Process". … [Read the rest]
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