Here’s my quarterly income update as a companion post to my October 2024 asset allocation & performance update. I prefer to track the income produced as an alternative metric to performance. The total income goes up much more gradually and … [Read the rest]
Vanguard has rolled out the ability to make automatic, recurring purchases of Vanguard ETFs using fractional shares (dollar-based purchases, $1 minimum) inside their in-house brokerage account. Trade commissions are still zero. I know that some … [Read the rest]
Updated with new 5X promo through October 31st. Kudos is a new mobile app and browser extension that aims to enhance your existing credit card rewards when shopping. It does this by tracking all your rewards credit cards and recommending the best … [Read the rest]
Here's my 2024 Q3 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage accounts but excluding our house and smaller side portfolio of self-directed investments. Following the concept of skin … [Read the rest]
TradeUP is an app-first brokerage firm (though they do have a web interface) that is also competing for asset growth with a new ACAT Transfer Promotion. TradeUP offers $0 commission on trades like most competitors, and is a registered broker-dealer … [Read the rest]
Alaska Airlines has closed their acquisition of Hawaiian Airlines, although they will continue with their separate brands for a while at least. Here the pages about the merger on the Hawaiian site and the Alaska site with details about how the … [Read the rest]
Updated September 2024: You can now order another round of at-home COVID tests, this time 4 tests per household. Order via this US Postal Service website. Shipping is free. Details from site: As of late September 2024, residential households in … [Read the rest]
If you currently have cell service from T-Mobile, Metro, Ultra Mobile, or Mint Mobile (all owned by T-Mobile), consider this aggressive deal from Total Wireless (owned by Verizon). You must switch over at least 2 lines and bring your own device. … [Read the rest]
Quicken Simplifi is running a free 30-day trial of their personal finance app. Simplifi is their app-first "Mint-like" software that aggregates all your accounts daily, tracks spending, categorizes for budgets, analyzes investments, and all that. … [Read the rest]
If you like the idea of free or discounted full-sized samples of trendy new food products, especially plant-based or health-focused ones, check out Aisle Offers. I also noticed that there are some discounts available on more established brands. … [Read the rest]
Our middle school has adopted some of the recommendations as outlined in the book Anxious Generation and other public policy folks: Phones are not allowed during the school day at all. They are allowed after school. Recommended: No … [Read the rest]
One of the features of Vanguard's Digital Advisor Services (VDAS) that is hardest to replicate on your own is the automated tax-loss harvesting (TLH). VDAS will monitor the prices of each of your stock ETFs daily, sell some or all of them at a loss … [Read the rest]
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