Any recommendations for trading/investing courses? I used to follow the Cousins on FB (forgot their name) but fell off after everything started crashing and I lost thousands of dollars

like
Posting as :
works at
You are currently posting as works at

I would recommend reading The Intelligent Investor by Benjamin Graham, it’s a bit long but covers a lot

like

I like Ashley Fox & EYL

like

I'd start by reading Warren Buffet's philosophy and some other classics. Stick to basics. Long-term holds and diversifying your risk is tried and true.

I love The Reformed Broker (Josh Brown). He's got a website: https://thereformedbroker.com/

The Cousins are called IADEI. Institutional Allocators for Diversity Equity & Inclusion.

Related Posts

For a 2-year associate now tasked with senior-like roles such as reviewing and training, does anyone have advice on how to review individual hnw tax returns?

like
likefunny

Can wife claim husbands PAN for HRA? Flat is in the name of husband

like

Have an acquaintance who is a single mom; she purchased a used car 3 mos ago. Six wks later her 17yo wrecked it, air bags deployed, and estimates have ranged between $10-$18k in needed repairs while $21k is still owed. Acquaintance was switching insurance policies and flubbed the coverage dates and there were a few days where the vehicle was uninsured. No GAP insurance. I'm not seeing many options for her besides to continue pmts, fixing just enough to drive or voluntary repo. Thoughts?

like

Hey fishes, can someone tell me how the 80c bracket works, i know i can get exempt upto 1.5lakh under it, what i wanna know is does PF comes under it or not? For example if my yearly pf deduction is 20k and VPF is 10k so now will i still be able to show investment of 1.5lakh under 80c apart from PF and VPF or i'll be able to get exemption on only 1.2 lakh( 1.5lakh-30k= 1.2lakh)?

Thank you in advance!!

like

Question on after-tax contributions. I’ve recently upped my contributions to after tax through payroll (already maxing our 401k+contributing to traditional Ira to be converted to a Roth shortly contd

Hi fishes

My package is 25.5 LPA fixed. Can someone suggest which tax regime would be better for me. As of now I do not have a home loan to claim tax benefit.
Also what could be the in hand salary in my case.
PF deduction : 153000

like

How do you invest and save for your children? I’m thinking about setting them up with custodial brokerage accounts but don’t want them to have a heyday at 18. Did you create irrevocable trusts or?? They are too young for earned income and I don’t own a business so no IRA investing opportunities here.

like

What’s it like in these SF Bay tech companies ? With the crazy benefits and high pay ? Any tax folks here can shed light on difference between that and PA?

like

Looking to buy an investment SFH. Does anyone know a good rental management company, or have suggestions?

Hello, I’m looking for help filing my tax information for a new job. I’ve been in nyc for close to two decades, and am moving from the city for a new job. I’m wondering what to claim.

like

Is it mandatory to submit previous employment declaration while submitting Income tax declaration. Or we can just skip this. Since this is my 2 nd company not aware of this much. What happens at the end of financial year if we don't declare previous employment declaration. Seniors kindly help🙏

What is your savings rate for the year?
I am saving 66% of my take home pay and I’m pretty satisfied with it.

likeuplifting

Anyone start later in life? About to turn 32 and my retirement savings are sad.

like

Want to start saving/investing from this year. Got £11K and will have £2K a month to invest - any recommendations? I don’t want to take crazy risks, somewhere where this is steady long term growth. Have already maxed out pension and I assume next step is maxing out ISA? After that, what is best? (From UK)

like

How much is Sodexo card amount in BNYm. And can we claim Wifi Amount also ?

like

what are the tax implications when you withdraw from your espp? what are the necessary steps you have to take so you don’t get overtaxed?

like

Does anyone have any inspiration stores of FIRE without an incredibly high income/family financial support. Looking for hope 😅

like

What other cards to add to my collection? I have AmEx Platinum and Chase Sapphire Reserve. Fly Delta so AmEx is handy for lounges. Use Sapphire for dining/travel. Should I add Chase Freedom Unlimited?

like

More Posts

Hi All,

I have offers in,
Fidelity Investment (equity sec) : 20.5 LPA + 3.0 L (variable) = 23.5 LPA
Wipro (Apple project) : 25LPA
Verizon : 26 LPA
I have got my retention proposal for 23.5 LPA at my current company.

Do anyone have idea on wlb in FIS and verizon. Is it a good idea to accept retention..
Which one to choose?
YOE: 8.0
Teach stack : java, Spring boot,Microservice, docker..

like

Has schneider electric ghosted anyone after taking all the rounds and document submissions or I am the only one?@schneider electric

likefunny

How is the work life balance in cognizant ?

like

Hi,
Anyone here working with
Jio IOT ?? How is the team culture,WLB and growth prospects?Jio

like

Should I take up this job?

Current - Consultant in Deloitte USI
Offer - Senior Consultant in EY India?
Hike offered - 30%

Role - Internal, EMEA Leadership Support

Please help.

like

Hi, do you have any recommendations about an onboarding process for remote workers? Also would be nice to know for people on site.
What do you think that is a must here? Looking for improve employees satisfaction and an efficient way to test their skills in the first weeks/months

likehelpful

For all that may be interested in working at home.

like

Interested in how much others spend on food per month and what that breakdown looks like between at home or ordering out.

My husband and I have no kids and order/go out very rarely, maybe once a month, and our grocery bill for just the 2 of us has risen to around $750-$800 per month this year.

It's starting to feel very unreasonable to spend so much despite not wasting much. I do buy mostly produce but not always organic, and very little meat.

like
like

I just signed the offer letter from Absolutdata acquired by Infogain , and even before joining the company they sent me a welcome kit.
I am unsure of joining them in case I get a better counter offer, but I am a bit worried now since they already sent me a welcome kit. I am wondering what made them sure that I will join them and not any other company. Is it that after signing offer letter I cannot join other company?

like

Which is better Career Opportunity - Data Analyst or Cloud Engineer !?

like

Hello people, need a suggestion, i am working on devops since a few months, and i have been given a task, the deadline of which is tomorrow eod, and i have not been able to do anything significant since the last 2 days 🥺. We r a team of only 3 ppl and no senior is helping me out. My lead will surely scold me Tommorow 😕 What to do? How to handle situations like this? Can they terminate me if i get in such situations again?

like

Hello & hope all is well. I am reaching to request any assistance with a PwC referral for the remote Provider Operations-Director position. Please let me know if you can help. TIA.

like

Can anybody please refer me to Job ID: 3096927 ?
Dm for email

like

Hi All,
I am looking for java developer position in adm domain as getting released from my current project on 31st July.
If there is opening in any of the project, please let me know.

like

Anyone here from FFO Consulting ?
Please DM.

like

I had just 3 rounds completed and my last round was with all the team members. Can we expect more rounds moving forward? Or this was the final?
How much we can expect for Manager with 11.6 YOE

like

I am having 3.4 yr of exp into DevOps .

I am having offer from Reliance JIO & Paytm . Which one will be good in terms of learning and WLB .

like

Additional Posts in Black in Finance

Hi, I’m fairly new to corporate America with only several years of experience in financial services. I’m a Black female having difficulty navigating a white, male dominated field. Can someone share advice on navigating the office politics while being a POC? My question is specifically about asking tough questions to senior management. Is there specific “etiquette” to follow?

like

Good Morning!

In our line of business, do you think it’s more about who you know than what you know or a combination?

like

I’ve been using a word document to keep track of any major accomplishments so I can advocate for myself for year end. I’d love to hear the groups tactics on what everyone does to stay on top of your game.

smart

What company would you love to work for if you’re not already working for your ideal company?

like

Friends! I hope y’all had a great Thanksgiving! I ran my first 5k on Thanksgiving which was definitely different but made me feel good 🤩💪🏽

Are y’all shopping today? Or waiting for Cyber Monday?

like

Going into another week, make sure you're taking time to take care of yourself and congratulate yourself for making it in an industry that was never ever meant for us. Just the fact that you're here is an inspiration to those that will come after you!

like

Do you have to have an MBA to get a job at Big4? I'm trying to get into Deloitte.

like

I have an interview this week. How do I work on getting top compensation for the role?. I have done market, recruiter's and company comp reviews which are all different. How do I successfully pitch my view of compensation?
I have 4 years experience, Undergraduate, postgraduate diploma,professional certs in Financial crimes and Project Management. The companies in Canada pay so much cheaper compared to other 1st world countries

like

Since working in Wealth Management the most consistent advice I’ve received is “Don’t burn bridges” because apparently in WM people firm hop all the time, so you are likely to work with them again at some point.

What’s the most consistent advice you’ve received since working in your area?

like

Black finance professionals making $100k+ or climbing towards $200 or $300k, what has your career trajectory been like? Has it been difficult to push for a higher salary compared to your non-Black coworkers, or has your work spoken for you? Are you happy?

likehelpful

Is 2 week notice even a thing? How do you resign from a job nowadays? I keep seeing funny TikToks about Gen Z in the workplace giving same day notice

like

Hey everyone happy Friday ! I just wanted to ask for some feedback on my resume to see if it’s qualified for any positions within the financial world especially for back office only because I’m having a hard time finding a new position that is willing to give me the growth and development i need. I am open to all the advice and networking thank you!

Post Photo
like

Why did y'all choose to be in finance? I asked myself this question and honestly can't come to a viable conclusion that justifies my WLB and deteriorating mental health

like

Greetings- is there anyone who works in entertainment/ media sales. I’m approaching my second year in public accounting & need to make a career pivot asap, as this career isn’t for me. I understand entertainment/media industry is hard to break in, but I’m doing my best to network on different platforms with hopes to find someone who’s willing to offer leads on a starting point &/or willing to have a informational interview. Please comment, I’d love to connect/ learn more about you. Thanks!

like

🎉🎉 New Month New Opportunity 🎉🎉

Please share job opportunities in the comments below!

like

What is something you’re just naturally good at but not getting paid to do it?

I think i’m good at making people feel good about themselves and just self love talk and want to entertain this part of me but don’t know how.

🌟💫 What’s your gift or Super power💫🌟

like

Hey y’all! What state are you from?

Hi All! What was your Salary in 2018 & What's your Salary Now? Let’s lift each other up! I will go first- 2019 - 60K - 2022–165K Role-Senior Consultant

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal