Any mortgage brokers or asset lenders looking to put money to work? I have investment projects ranging from Healthcare, to Regtech, Aerospace Commercial & Residential Real Estate. Great founders and I want to help them get their projects funded!

Which of the Big 4 is best for a new MPH grad looking for their first time role healthcare related, esp project management focused? (Assume east coast)

Does anyone use yieldstreet or crowdstreet for real estate investment?

Can anyone tell me about which pharma/health companies OR agencies have great WFH/remote/flex policies? I feel like Glassdoor and Indeed don't highlight that enough when it's one of the things I care about the most.

Looking for a role in strategy and m&a consulting if possible in healthcare and life sciences, however I am open to working across sectors. ~4 years YoE. Would appreciate any help here :)

Cash out speculative stock portfolio (tech and fin holdings) and buy more cryto?

Qualified Dividends: I’m expecting $650-$750 qualified dividend in 2021. Salary and base about $250 total. Questions: what tax rate will the qualified dividend be taxed at? The 15% or 20%? Also, since it’s technically a long term gain, do I have to pay an state and local on the income? Been reading for a bit and I can’t seem to find a clear answer. Thanks fishies!

What is the average salary for an account manager in employee benefits at brokers firm? And what about a senior account manager salary? I have 7 years of experience in the health insurance industry. I want to see if I’m on track or if it would be out of line to ask for a raise.

BakerTilly people, what application do you use to prepare your financial statements? Do you use word/excel?

Best NY companies for healthcare PR? Looking for insights based on culture/work-life balance as well as salary.

EHR vs ERP consulting in the health space, what are the major differences between the two? Specifically I would be working with Cerner. Is one more technical, interesting, or niche than the other?

Looking for advice on business trips. My boss kindly asked me if I want to go meet a client out of state along with business folks. It will be my first visit to a client. What do you think are the benefits of these trips? I’m fairly new in my career and in-house so would appreciate any thoughts. Thanks!

AOC and Sanders both oppose lifting the salt cap? People in their states- new York and vermont (and generally other states with high state tax) do you agree?

Opened a Roth IRA account last year and put away a portion of $ each month to eventually reach $6000. This year thinking of plopping all $6000 there in Jan. What method do you all follow?

I am a sophomore at University of Arizona and am a Public Health major while getting a minor in Marketing as well. Do you think this is the best route to get into Pharmaceutical Sales by getting both the health/science and business/sales background or is there better options out there? Thanks!!

I’m prepping someone’s tax return who I see everyday on tv. It’s kind of cool being privy to a celebrity’s confidential financial information. 😁 I’ve also prepped a famous athlete and actor last week.

Anyone doing any investing in Charleston, SC

New homeowner here, purchased title insurance at closing (required by lender). This isn't something I need to pay to renew right?

Anyone who works at Deloitte: is there anywhere I can go to find training videos for softwares used at the firm like AS2, etc?

Does anyone have any good books or podcasts about how to develop leadership/ managing skills?

Anyone else feel like a large weight or a cloud of fog is weighing them down and preventing from doing and enjoying even basic things? What can be done about it?

I’ve been on Wellbutrin for about a year and it was working…but I feel the depression coming back. I don’t want to just keep upping the dosage (went from 150 -> 200). I’m not too sure what to do and therapy is something I can’t afford right now with my recent rent increase. Any thoughts or advice?

Hey all, I am a manufacturing engineer with 4 years of experience making a pivot towards a sales engineer role for a fintech company. What's an expected base salary range for sales engineer? Any red flags to look out for?

Dad got laid off. Drinking got worse. Attempted assault on sis and mom. Had to put up in hotel. No clue on next steps (legal and personal). Project is complete shit show and SM is not getting it. Idk man...

Any new referrals for customer Service Manager in banking domain?

What are the pros and cons of vois? Vois employees or ex- ones please let me know.

I How much money I can make in short term onsite project to Netherlands ? What all tcs provide interms of money n facilities in Amsterdam?

Looking for referral in instacart and Safeway. Will appreciate any help from fish fam!!

Anyone moved from big 4 to CohnReznick? Even worth it?

Hi, I have two Weekend 2 GA Coachella tickets!! Let me know if you are interested!

I have BCBS and have been having a hard time getting everything approved and set up. This process was much smoother when I went through it the first time in 2018. Anyone else’s having these issues? Is Win Fertility still the place that handles it?

I’m moving up to NYC in a few weeks for a job. Not sure where I should look to stay as a temp situation? Any ideas on affordable sublets in Manhattan or Brooklyn? I don’t want to go through a broker.

How much can Tech M offer for 7.3 YOE.

Tech stack- ITSM Tool

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

So the fiduciary rule got tossed yesterday

Best music/audio to listen to while working?

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

Should people be fired for lack of people skills?

How has working in this industry influenced your politics, if at all?

What is one thing you wish your friends and family understood about your job?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

Does anyone work full-time with ML or MS as an advisor? How difficult is it securing an interview with these firms? Are their training programs as extensive as EDJ's?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Everyone has a different perspective on this but would love to hear yours. Someone has debt ranging say 4-5% interest rates. Do you attack debt more then investing to move towards a debt free life or do you go after investments since they return historically above that then paying down closer towards retirement. I know the latter looks better on paper but what about the psychological factors of being debt free and the guaranteed return on interest savings.

Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?