Best Interest Rates Survey: Savings Accounts, Treasury Bills, Money Markets, ETFs – July 2025

Posted on July 9, 2025 // 1 Comment

Here's my monthly survey of the best interest rates on cash as of July 2025, roughly sorted from shortest to longest maturities. Banks and brokerages love taking advantage of our idle cash, and you can often earning more money while keeping the same … [Read the rest]

Target Circle Week 2025: 10% off Target Gift Cards, Check Your Circle Bonuses

Posted on July 8, 2025 // 4 Comments

Target Circle Week 2025 runs from July 6th-12th with various discounts and deals. Here are the highlights: Saturday 7/12 Only: 10% off Target Gift Cards, up to $500 in face value. Easy savings, also useful for gift-giving. Purchase with … [Read the rest]

Amazon Prime Day 2025: Live Deals (Apple, Dyson, Gift Cards), Free Trials, Reset Credit Card Bonuses

Posted on July 8, 2025 // 5 Comments

Amazon Prime Days 2025 is now live and runs July 8-11th, 2025. Besides the sales, this is also the time where a lot of easy credits and extended free trials are reset, so now is a good time to see if you can use them yet again. As usual, I … [Read the rest]

MMB Portfolio Dividend & Interest Income – 2025 Q2 Update

Posted on July 6, 2025 // Leave a Comment

Here’s my 2025 Q2 income update as a companion post to my 2025 Q2 asset allocation & performance update. Even though I don't focus on high-dividend stocks or covered-call income strategies - I still track the income from my portfolio as an … [Read the rest]

MMB Portfolio Asset Allocation & Performance – 2025 Q2 Update

Posted on July 2, 2025 // 7 Comments

I try to limit checking my portfolio to once a quarter, and this is my 2025 Q2 update that includes our combined 401k/403b/IRAs and taxable brokerage accounts but excludes our house and side portfolio of self-directed investments. Following the … [Read the rest]

US Asset Valuations vs. Rest of the World (Last 30 Years)

Posted on June 29, 2025 // 3 Comments

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]

Top 10 Best Small Business Credit Card Bonus Offers – September 2025

Posted on June 27, 2025 // 23 Comments

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]

American Express® Gold Card: As High As 100,000 Points Welcome Offer, $84 Dunkin’ Credit, $100 Resy Credit, $120 Uber Cash, $120 Dining Credit

Posted on June 27, 2025 // 6 Comments

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]

UBS Global Investment Returns Yearbook: 125 Years of Market History (1900-2025)

Posted on June 26, 2025 // 3 Comments

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]

New Chase Sapphire Reserve Personal & Business Cards: Huge Bonus, Huge Annual Fee, Huge List of Perks

Posted on June 23, 2025 // 6 Comments

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]

Best Broker for DIY Investors? Customer Satisfaction Survey Results 2025

Posted on June 23, 2025 // 3 Comments

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]

Amtrak Guest Rewards Preferred Mastercard: 40,000 Point Offer (Worth $1,000 in Amtrak Fare)

Posted on June 19, 2025 // 8 Comments

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]

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