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Here are my most recent posts

Open Vanguard Brokerage Account

Do you have a regular, non-retirement brokerage account with Vanguard? If you do, do yo still remember the account opening process? I just opened my first Vanguard non-retirement brokerage account and I found the whole process wasn’t straightforward and the experience wasn’t a pleasant one. Yes, I have been a vanguard customer for more than […]

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Ooma Review and Ooma Referral Code to Save $40

Verizon had been our landline carrier for years. Even though both of us carry a cell phone with us all the time and, increasingly, we are using more minutes on cell phones than on the landline phone, we still want to have a landline phone because, with multiple handsets, it’s convenient to receive calls at […]

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Free Kindle Fire HD from Charles Schwab for New Brokerage Accounts

If you are looking for an incentive to open a new brokerage account, Charles Schwab has a promotional offer which will give you an Amazon Kindle Fire HD (the latest version) for free, providing that you can set enough money aside for the new account. Here’s how the offer works: Open a Charless Schwab brokerage […]

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Online Savings Accounts with 1% APY or Higher

A couple of weeks ago, I wrote about the recent rate increase at Ally Bank which brought the yield of Ally Bank Online Savings Account from 0.89% to 0.95% APY. In that post, I also mentioned that these days, accounts with 1% APY or higher are hard to come by in this low-rate environment that […]

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Discover It Card Review: Cash Back Credit Card with Less Fees

Discover recently launched a new credit card called Discover It Card, a card that the bank says will change the way people think about credit card. Speaking of the way we think about credit cards, I think I am qualified to contribute to the conversation because I am a die-hard credit card user. For me, […]

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Vanguard Cuts Mutual Fund and ETF Fees

If you are using Vanguard mutual funds or ETFs to build your investment portfolio, may it be a retirement account or regular brokerage account, you are going to like this piece of news. Vanguard announced on December 28th that starting December of 2012, the company changed expense ratios (ERs) of a number of funds (so […]

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Move Zecco Account to TradeKing and Combine Two TradeKing Accounts

Early this year, two popular online discount stock brokers, Zecco and TradeKing, announced that they are merging their businesses together. For a while, I still had to log in separately to my Zecco and TradeKing accounts to perform any transaction or management of the accounts. Early on I asked TradeKing the possibility of combining the […]

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Has Personal Capital Become Useless?

It seems so, to me at least. A few months ago, I reviewed Personal Capital’s 401(K) fee analyzer shortly after the free tool was launched. My first impression of the tool was that the tool could be helpful for people, including myself, who are concerned with the overall cost of their employer sponsored retirement plans. […]

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