A new Morningstar article points out that between December 2016 and December 2025, Vanguard investors contributed about $2 trillion in net investment flows, while also gaining $5 trillion in market appreciation (income and gains). They listed two … [Read the rest]
Here is my 2026 1st Quarter portfolio update that includes all our combined 401k/403b/IRAs and taxable brokerage accounts but excludes our house and small side portfolio of self-directed investments. Following the concept of skin in the game, the … [Read the rest]
New limited-time 200k offer. The Marriott Bonvoy Brilliant American Express is the premium co-branded rewards card for Marriott hotels. This card has a hefty annual fee, but a closer look reveals it's not as bad as it looks initially due to perks … [Read the rest]
New limited-time 175k offer. The Marriott Bonvoy Bevy American Express is the mid-tier co-branded rewards card for Marriott hotels. Right now, there is a limited-time offer boost, making it worth a look. Here are the highlights: 175,000 … [Read the rest]
Updated offers March 2026. Brokerage app Moomoo is offering a couple of new promotions for new customers (or existing ones that haven't funded their accounts yet), one for cash deposits and one for ACAT transfers. Cash deposit bonus. New … [Read the rest]
I've been opening new bank accounts for bonuses for over 20 years now, and the bonuses have only gotten bigger over time. People still hate switching bank accounts (a big fraction are on the very first checking account they ever opened), which … [Read the rest]
Here's my monthly survey of the best interest rates on cash as of March 2026, roughly sorted from shortest to longest maturities. Banks and brokerages love taking advantage of idle cash, and you can often earn more interest while keeping the same … [Read the rest]
Berkshire Hathaway (BRK) recently released its 2025 Letter to Shareholders (also see full 2025 Annual Report). Usually, this is when I read Warren Buffett's teachings and share my personal takeaways (2024, 2023, 2022, etc). Sadly, the time has come … [Read the rest]
Robinhood is running "HOOD Rewards Season" from 2/19-3/25, which includes the return of some competitive account transfer bonuses. Noteworthy are the 3% total match if you have $10,000 in margin (which you can "create" beforehand) and the 2% match … [Read the rest]
Bilt recently revamped their credit cards, leaving Wells Fargo and switching to Cardless. The good news is that they now give rewards on mortgage payments in addition to rent. The bad news is that they require a lot of non-housing spend for you … [Read the rest]
A market-capitalization weighted portfolio is one where assets are held in proportion to their total market value (share price * # of shares). For example, if you were to buy into the S&P 500 index (a cap-weighted index), right now you would be … [Read the rest]
Updated with 2026 promo details. Pennsylvania State Employees Credit Union (PSECU) has a $300 new checking account bonus. That is also my referral link as I successfully did a similar $300 deal previously. PSECU is a digital-first credit union … [Read the rest]
The Best Credit Card Bonus Offers – 2026
Big List of Free Stocks from Brokerage Apps
Best Interest Rates on Cash - 2026
Free Credit Scores x 3 + Free Credit Monitoring
Best No Fee 0% APR Balance Transfer Offers
Little-Known Cellular Data Plans That Can Save Big Money
How To Haggle Your Cable or Direct TV Bill
Big List of Free Consumer Data Reports (Credit, Rent, Work)