Any tax accountant recommendations?

Started my Roth IRA in 2019 and bought some funds that aren’t doing so well. I want to trade them for an index fund that the majority of my Roth IRA is in. Will I be penalized for “selling” before a certain amount of time? I don’t plan on taking the money out until retirement, just want to reallocate.

Is ARKK still a good ETF to invest in?

I’m 25 and have found a duplex I’m considering purchasing as a rental property. Planning on renting both units and have the cash to make the down payment without an issue. My cash flow analysis has a payback period of 3 years for my down payment and a 13 year payback period for the whole investment. I think financially it makes sense. My question is, is it realistic for a 25 year old young professional to handle dealing with all the extra curricular’s that come with owning a rental property ?

What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

Besides working, how do you finance pros typically spend the weekend?

First time investor in the US. Any suggestions on books / blogs to read to get smart. Where do people typically invest given all the client related policies in place for consulting firms?

Interested in starting AirBnB in SoCal.
1. Where do I start for gaining how to knowledge.
2. What’s are the best areas to buy the property for best cash flow and appreciation down the line.

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!

When is a good time to start looking to buy a house if you are currently renting? Like 1-3 months before your lease is up? My fiancé and I don’t want to rush the home buying process, but wanted to see if anyone has experienced this and their thoughts if they would have done something differently.

How to check what is there in full and final settlement as they just sent the amount to my account...not any mail or anything to check.

In the same day

Fidelity files for a bitcoin etf
Tesla let’s you buy their cars with bitcoin

Where does one apply for commercial RE loans? Looking for co names

Hey friends. My wife and I are looking to start investing in the market outside of our 401ks, hsa etc. We opened a Charles Schwab brokerage account and planning to transfer 2-3k/mo. We’re in our late 20s/early 30 and likely won’t need to touch the money for 10+ years. What should be our investment strategy? How should we allocate to what funds? Thinking of splitting evenly across large, mid, small caps, and growth, value funds using DCA.

Any pros and cons on either getting the capital one venture card or a credit card with United. I want to start traveling more and mostly fly with United since it has a lot of flights out of my nearest airport. Debating on which one would be better.

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

I finally decided to invest in cryptocurrency but not sure how and where to start. I am looking to invest from a long term perspective (5-10 years).

Are there any low risk steady increase options or is the whole crypto currency a high risk game?

Hi Fishes!

My cousin has moved to another company from DXC technologies.
In DXC, PF amount is not credited in to EPFO directly.
We have UAN and it looks like not activated.
How can we transfer PF amount from DXC to EPFO portal?
There is no relevant response from DXC till date.

Hey! Considering negotiating my pay after 1 year of CT experience. In Florida my base is $29/hr. How much of a raise should I ask for (if they don’t automatically give one)? And should I wait to be a travel tech with another year of experience?

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

I think everyone on this forum would be really fun to work with compared to the corporate zombies I often interact with. Have you identified other FIRE peers at work? If so, how did you find out and what did you think of them?

Can anyone at Coinbase comment on how you made out in this IPO? Thinking of going to a late stage startup but just wondering how much I should value options in a pre-IPO company.

Has anyone ever experienced a sharp stabbing pain on the left side of your chest (under breast) that lasts for a few seconds and goes away?

Could this be a type of heartburn?

I’ve been to the doctor and she didn’t think I should be too worried because I’m young and healthy and it doesn’t hurt to the touch, but still can’t figure out what it is.

Why is Deloitte giving Iphones to people and what is this well being program? Can anyone explain.
Also, does it apply to Deloitte India(not USI) employees? Thinking of joining Deloitte India in feb in consulting service line.

Hey there - recently moved to Austin, TX. Are any agencies hiring on their accounts services team?

Does anyone have any tips for switching to family style eating for 3 thru 5 year olds? Anything that you've seen that works great rules or routine wise?

Ugh Libby's family is just as toxic as Andrei!

BCG🐠 how long is the cool off period for a fresh application if I didn't get to the interview stage?

I have two job offers, one as a waiter and one as a bartender. Which one would you take? I’m thinking bartender for the tips.

On average, how many clients do you work on in a day?

hi, I recently joined a strategy group and have only worked at IBM. I am curious how the strategy planning process works in other technology companies to compare to my own experience. wondering what is similar vs diff for this line of profession across the industry. can anyone share their company’s general process, timing, duration, who’s involved? thanks!

What's the biggest stereotype about the marketing industry?

Looking to go back to school for software engineering any tips?

Anyone get into defi? Projects seem to have better use cases than older altcoins, but I don’t know where to start

Happy pride month! 🏳️‍🌈

Anybody looking for a freelance digital designer? Looking for some new clients. DM please!

Hey Peps,

Looking for an opportunity for Line Producer or Senior Production cordinator in a firm where I am respected and work life balance is promoted no slave working.

Can you pay for tolls with the tx tag?

Considering making the move from distressed investing/special situations to consulting, particularly pe consulting for the following reasons: more team-oriented, structured career path, more variety, etc. Thoughts?

Does anyone want to get brunch this weekend?
Finally settled into the city and have the time and desire to keep up with social calendars!

F25- Southeast Austin.
Don’t work at Deloitte anymore, if that matters!

Downtown Austin nice highrise apts? I hear good things about bowie and northshore. Stick to those two or any other good ones at that similar price pt

Please suggest Best apartments to live with great view in Austin ...moving to Austin in may .

Hi All, just moved to Austin TX! Looking to see if anyone has any connections/advice or opportunities at any tech companies specific to sales! 4 years experience in mortgage lending. Thank you in advance!

Friends are telling me it’s super hot in Austin during Summer. Is that really bad? I’m thinking moving to TX, from DC

Does anyone work at IBM, Salesforce, or Palo Alto Networks? I’ve been interviewing with all three and would love some insight about how you like your company/red flags you’ve come across.

Any place to go few hours drive from Austin? Have a 3.5 yo so want to keep it enjoyable/relaxing for us at the same time keep the kiddo engaged and happy. We just need a good change of scene.

Are there any good networking groups?

I found an Austin young professionals group, but it’s almost entirely realtors and loan people. Which is fine, but I’m looking for more typical networking professionals groups.

I liked the Project management institute, but I’m looking for more. Either General professional, finance, tech, or healthcare focused ones would be ideal.

I rented a house that had been vacant for a bit & the prior tenant didn’t do a thorough job cleaning up. Agent indicated the owner would be open to having the house cleaned but I would need to have the house professionally cleaned when I moved out (that was fine w me). I just received the bill from the owner for $250, which is super annoying bc there was no expectation communicated that I would foot the bill for this, more so bc the cleaner did a LOUSY job. More in the comment below

Any golfers here? Relatively new to Austin and starting to get back into regular play. Been playing at Falcon Head, always looking regulars to avoid the constant randoms.

Anyone know how much a full time nanny in the Austin area would cost?

Car collision repair shop recommendations? No idea where to start. 🫠

Nice places to live downtown for under $1600 per person? I’m seeing like 3 apartments that fit that price range

Hi I am single woman planning to move to Austin Texas. Looking for some good and safe neighborhoods for apartments. Would really appreciate some suggestions.

What investment shops are hiring in Austin?