If you enjoy finance charts as I do, I recommend following Callum Thomas of TopDownCharts either via X/Twitter or weekly e-mail newsletter. One of the recurring themes recently is the extended outperformance of US assets vs. the rest of the world. … [Read the rest]
Updated September 2025. Do you have small business income or work as an independent contractor? Freelance, Uber/Lyft, DoorDash, Amazon, eBay, Etsy, Airbnb? A small business credit card separates your personal and business expenses and can build … [Read the rest]
The card_name has been refreshed in order to get back to its former glory as a status card with several new perks and credits mostly related to travel and dining. Here are the highlights: You may be eligible for as high as 100,000 Membership … [Read the rest]
The 2025 edition of the UBS Global Investment Returns Yearbook is available for free download in a 22-page PDF with 10 Key Insights on the UBS website. This annual publication provides an excellent "big picture" overview of the last 125 years of … [Read the rest]
Chase managed to make a media event out of its revamp of the Chase Sapphire Reserve and new Chase Sapphire Reserve Business cards. The personal and business credit cards both have a huge $795 annual fee, huge new cardholder bonus, and long list of … [Read the rest]
The American Customer Satisfaction Index (ACSI) is a "national cross-industry measure of customer satisfaction" and they recently released their survey results on the finance vertical. Below are their rankings for "online investment", which covers … [Read the rest]
Limited-time is back, expires 7/30. The Amtrak Guest Rewards Preferred Mastercard, issued by First National Bank of Omaha (FNBO), offers a variety of perks for Amtrak riders. It also currently has a 40,000 points limited-time offer that is worth up … [Read the rest]
While continuing my CFP course on Investment Planning, their sections on portfolio construction and asset allocation contained several updated 2025 versions of charts (including data through the end of 2024) that I have been posting on this site … [Read the rest]
TIAA-CREF recently announced that they are allowing the public to invest in their fixed and income annuities inside a Traditional or Roth IRA (via Bogleheads). This includes their most well-known TIAA Traditional Annuity, which has traditionally … [Read the rest]
Costco has been making several changes recently, and it's not just the new hours. As someone who has recently joined Sam's Club, it is interesting to see how the competition between them has actually made them both better. All … [Read the rest]
The card_name is a straightforward business credit card offering a big early spend bonus offer in addition to ongoing unlimited 2% cash back on all purchases (or better). Here are the highlights: Earn a $1,000 cash bonus when you spend $10,000 … [Read the rest]
Finally... I passed the "Insurance Planning" course for my University of Georgia Self-Paced CFP class. That's only #2 out of the 7 topics, but here are a few quick observations so far: After trying a couple of times... 😅 I was not … [Read the rest]
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