As a companion to my post on Fidelity Model ETF Portfolios, I also found Blackrock’s version of their 60/40 Model ETF portfolio. The was prompted by the fact that Blackrock recently announced that it was adding a 1-2% allocation to Bitcoin in their model ETF portfolios. The world’s biggest asset manager is finally allowing Bitcoin […]
Here’s my monthly survey of the best interest rates on cash as of March, roughly sorted from shortest to longest maturities. Banks love taking advantage of our idle cash, and you can often earning more money while keeping the same level of safety by moving to another FDIC-insured bank or NCUA-insured credit union. Check out […]
As a follow-up to my posts for Vanguard and Fidelity money market funds, iShares ETFs (Blackrock) has also recently released their US GOI percentages for 2024 tax year. US Government Obligation Interest (US GOI) like Treasury bills and bonds are generally exempt from state and local income taxes. However, in order to claim this exemption, […]
The Virgin Red Rewards credit card is the co-branded card for Virgin Red, the loyalty program for Virgin Atlantic flights, Virgin Hotels and Virgin Voyages. In addition, Virgin points can be used for other things like Delta Airlines flights, Legoland tickers, all the way down to a bag of AMC movie popcorn. Right now, there […]
I recently found a handwritten note from early 2024 that outlined my goals to “SIMPLIFY!” my portfolio. The overall idea was to make things easier for my spouse to manage in case something happened to me. Even though I still have a rat’s nest of accounts overall, I wanted a streamlined “Core” group of accounts […]
Update: I’m very sorry, I was in a rush and read the offer wrong. There is no $500 for the referred person. Please don’t open and fund. If I end up getting a $500 reward for referring you, I will send you the $500. However, I don’t have a way of tracking this, so please […]