Does anyone keep a journal? If so, do you use paper or digital? I've been wanting to try it out as I've had some anxiety lately. It would also be interesting to look back on in the future
About to start prepping for the CFA. No prior study experience. Want to get off on the right foot so I'm thinking of taking a prep course, any recs?
As someone who mostly deals with qualified money, can someone explain to me why so many advisors say EFTs are so great for NQ accounts? The reason I hear is "Tax Efficiency." To me I prefer...
Anyone new to a city with zero friends? How do we even begin to find new friends as adults ? It’s so lonely being alone all the time
A dandy idea! How about a 529 meeting at a children’s party place like “Pump it Up”. That way the kids can have fun as the parents learn about 529s. Thoughts?
If I want to give up my small book of business and go be a bank FA, what bank is best? Big national brand? Local smaller banks?
Heard on the radio this morning a local guy talking about an index annuity with 100% upside and no downside. Makes me think, what index’s are you all using with highest caps/participation rate?
Does anybody leave work 5min before your official sign-off time? Do you think your manager notices or minds?
So I sat down with a prospect yesterday. $2 mil. He is considering the guy down the street. This particular guy failed the Series 7 three times
How will the recession affect funds’ ability to make capital calls in order to buy at depressed prices?
Any XY Planners on here? Thinking of leaving my B/D and starting my own RIA. The resources from XY Planning Network look to be the best. Can anyone confirm?
For those of you teaching virtually, how is your home office organized? What are some of your must haves?
Now that we are gearing up to travel again prefer window or aisle? Did the preference change due to COVID? I am an aisle person but may prefer window to minimize exposure.
My wife and I bring in $250K. Have a mortgage on a condo worth 400K, saved about $150K in 401K, have an insurance policy each with cash benefits. We have some 40K which we want to invest short term ..
Everyone is talking about Tesla sock but there is a stock called Enphase Energy (ENPH) that grew 414% in one year. Anyone holding this or any DD?
Hi all, I am involved in a soccer league that is specifically set up for businesses to enter employee teams. Any advice on how to promote positive employee health and well-being ?
I don't even want a 9-5, I just want a job where I can work 8 30 - 9 and have time for two episodes of Netflix afterwards.....
Restaurant and day trip recs please! In Tokyo for 10 days for work, staying in Shibuya. Easy pm project so should have at least 4 days to sightsee and take a weekend trip, potentially. Never been!
PSA: Anyone on an h-1 who may get laid off can apply for a 6 month tourist visa. The visa allows you to stay (and look for other jobs), but you can’t work. Please consult an attorney.
For overtime meals, am I allowed to combine a couple days worth of meal reimbursement? Or do I have to use the overtime meal reimbursement that day? Is there a limit on the reimbursement?
How do you guys stay up all night working and still look as fresh as a daisy? Meanwhile, I'm here looking haggard and a good ten years older than I actually am.
On my 3rd job in 2 years (consultant for a year, then left for a new company that was impacted by COVID. My new role is not very interesting and can be very pigeon holed at times. The pay and benefits are top notch, which are keeping me here. Is it too soon to jump again for something I’m more interested in or is it better to wait?
Are there any women here with PCOS? If so, how have you dealt with it in general? But more related to advertising, how have you proactively tried to minimize stress at work as to not flair symptoms?
Not too expensive admission consultant? Need it for one school (HBS 2+2)? If anyone could give some specific advise given my background I'll DM Thanks guys!!
I am 24 and currently enjoying my single life, but sometimes I get scared when I see my friends who are in a long term, stable relationships. The anxiety of “will I be able to meet someone in 3-4 years that I possibly want to spend my life with?” hits me hard as I get older and idk how to cope with it 😭