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 […]
Berkshire Hathaway (BRK) released its 2024 Letter to Shareholders (also see full 2024 Annual Report), which Warren Buffett traditionally also uses as an educational instrument. As always, I recommend reading it yourself (only 13 pages total this year). I enjoy reading the letter first (with no spoilers), then peruse the various newspaper and media commentary, […]
Updated. As the brokerage 1099 forms for the 2024 Tax Year are coming out, here is a quick reminder for those subject to state and/or local income taxes. If you earned interest from a money market fund, a significant portion of this interest may have come from “US Government Obligations” like Treasury bills and bonds, […]
Helium Mobile is offering a “free” cellular plan that includes 100 minutes talk, 300 texts, and 3 GB of data per month (no hotspot). You have to upload a government-issued ID (name, address, date of birth, ID number), but you don’t need to provide a credit card. You also have to always allow Location Sharing […]