E*Trade (Morgan Stanley Private Bank) is running promotions for new customers on both their savings and checking accounts: Premium Savings up to $1,000 deposit bonus + 3.75% APY Max-Rate Checking $300 bonus + up to 2.00% APY Savings … [Read the rest]
A new automated investing app called FutureMoney is advertising something called the Junior Roth IRATM with some pretty awesome "key benefits", according to their site: - Tax-free growth potential - No earned income required to make … [Read the rest]
Bonus increased to $175 for limited-time. Current is a fintech, with banking services provided by Choice Financial Group, member FDIC. After the whole Synapse/Juno/Yotta fiasco, I no longer recommending keeping significant balances in a fintech, … [Read the rest]
Bask Bank has a new promotion for their Interest Checking account: Open a new Bask Interest Checking Account between November 1, 2025, and January 31, 2026. Offer is available to new Bask Interest Checking customers who do not have an existing … [Read the rest]
Update: Savings I Bonds bought from November 1, 2025 to April 30, 2026 will have a fixed rate of 0.90% and inflation rate of 3.13%, for a total composite rate of 4.03% for the first 6 months. Compare the total rate with the current short-term … [Read the rest]
Bonus is back. 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]
Bonus is back, now $300. Ally Bank has a new checking account promotion for their "Spending Account". You must open your first Spending Account by 11/18/2025 and use the promo code GET300, fund it within 30 days of opening, and set up qualifying … [Read the rest]
The Financial Times (a British newspaper) has a rare profile of Fidelity Investments (paywall, archive) with the title "Can Fidelity keep its grip on America’s investments?". Fidelity is privately-held (49% by the founding Johnson family now in its … [Read the rest]
Groupon has a limited-time deal on new Costco Gold Star or Executive Memberships. There are two options. Offer expires December 21, 2025. $65 for Gold Star Membership Package 1-year Gold Star Membership (normally $65 by … [Read the rest]
Citi has joined in the ultra-premium rewards card category with the Citi Strata Elite credit card. As with similar cards, there are a lot of travel-related perks, some associated "lifestyle" perks, and a hefty annual fees. Yet our "lifestyle" is … [Read the rest]
One of the early books that heavily impacted my investing philosophy was Unconventional Success: A Fundamental Approach to Personal Investment by David Swensen. As a very successful (active!) manager of the Yale Endowment, he offered common-sense … [Read the rest]
I rarely share any market commentary, as I mostly believe that waiting around and doing nothing is the best course of action. However, I also have about 89 browser tabs open, and writing helps me organize my thinking, so here are some … [Read the rest]
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