Anyone successfully switched from UHNW/FO individual tax to being a financial advisor?

When to sell at a loss?

I’m 26 and have a fair chunk of my NW tied to Cloudflare - a tech stock that I believe has the opportunity to 3x and become a $100b+ company over the long term. Similarly, I have a lot in cloud computing etf - WCLD.

Given short term rotation out of growth stocks, I’m confused on what to do. I think we still have some time before growth stocks bottom out, but do I sell?

I would consider myself a “long only” investor, but am unsure what to do given my lack of diversif

What do most people invest in for their Roth IRA portfolio? I’ve heard target funds and ETF’s..which one is better?

$RKT - ceo was just on CNBC and said founders/employees own 90% shares outstanding and there is a 40% short interest as of 1/15/2021 (MarketWatch). Could be another opportunity.

Folks who trade more than a couple of times a day, do you have to have your crypto in the exchange during the non-trading times ? I am debating if it’s safe to keep in the exchange or is there a better way perhaps moving from cold storage to exchange every time ? I know the transaction fee is a killer . Thoughts ?

What are currently the best Canadian credit cards for travelers? Looking for Aeroplan or bonvoy points or companion tickets

Anyone else into Bank Bonus churning?

Any good books to help get you up to speed on real estate finance matters?

Financial literate people of the bowl, in your opinion, what should be your net worth to buy a Rs 10 lakh car?

Looking to buy in the DMV suburbs (northern VA). Is this the wrong time for such a move? Beyond down payment, got about 6mo emergency fund and must tap into it for moving&house expenses like furniture

Recommendation for a CPA/ financial advisor in NY? Have oversea assets and investment property in the States. Can't seem to find anyone legit on Yelp:(

Does anyone know the answer to this? - My first mortgage statement was generated on 11/2 with a due date of 12/1 and includes a month of interest based on the balance on 11/2. I made a principle only payment on 11/14 of $500 which was applied right away. Will the interest automatically recalc to reflect a lower outstanding balance for a portion of the month? I plan to do this every month.

If you follow the cryptocurrency market, or even have been just taking an interest lately, with the Bitcoin "halvening," you should check out Pi.

If you haven't heard of Pi, it's a new cryptocurrency (like Bitcoin), developed by a bunch of Stanford PhDs. What makes it really interesting is that you can still mine this coin, using just the processing power of your phone, unlike just about every other coin out there. (Contd)

What is the best crypto app for accruing crypto interest, that is not BlockFi?

Will I be overpaying, if I get a 2017 Lexus RX350 AWD with 49.5 K miles on it for 32K out of door from a dealership near me? This is my first time buying a used car and also anything outside of a Honda. All insights are appreciated.

Safest wallets / exchanges for buying VET and safe moon? 😭

When do you predict the dip? I've been waiting for so long, but don't want to buy now. VTI seems inflated.

Diversification is for protecting the wealth but concentration is for creating. Agree or disagree?

ETC is my fave <3

Anyone in Big 4 health (payer) consulting practices have any insight in to current or upcoming openings for SM level roles?

Wondering if anyone can give insight as to what salary range is for an insurance compliance role as an IC3 or similar?

What do you think are the new things to learn in data engineering in Azure platform

Trying to explain billable hrs to hubs. I billed 160 this month, which he said “is only 40 hr weeks” (true) - but how many hrs do you figure you “work” or are in the office to bill 150?

Can someone refer me in wipro, i have a job ID.

NYC struggles: 1st paycheck to rent, 2nd to pay off credit cards. Almost none for savings. Maybe it's time to rethink my lifestyle of drinks and debauchery ✌️

Just had a director gushing about how 'impressive' I am and it was really surreal. I feel great now though :p

Have you ever yelled at your coworker in public?

Had a second date planned for tonight, she text me this morning and has a high fever! Should I send a care package?

I know everyone will have different answers for this but how did you know it was time to get sober? I think it might be time for me to find a new job and pursue sobriety, but I don't feel like I'm a rock bottom which is the only time I've ever seen people really commit to it (my father). Apathy isn't the right word but I just kind of feel numb about everything and I think being sober would maybe help.

Could anyone recommend a set of indices that are publicly available and is a good predictor for consumer spend in home renovations ?

Hi fishes,
I need guidance for EY GDS SaT_Strategy Hub_Senior Analyst. I have 1.5 Yoe but the role mentioned 3-6 yoe.
Is it still worth applying or is there any analyst role for this?
PS: experience post Tier 2 MBA

Meeting people while in consulting and in your early 30s...? Possible?

So who else here is experiencing plummeting billable hours and exponential weight gain since this whole WFH thing started? Bought snacks for 30 days, finished in 48 hours.

in live hirevue interviews, can they tell if you switched tabs? I have a few notes on my computer id like to refer to if possible

Top companies or types of companies for consumer insights/analytics? E.g. in terms of opportunities to learn, general progression, salary, etc

Hey Guys, Any hackathon ideas for a fintech organisation?

No one is talking in this grp. Why?

Dear Aspiring Product Managers,

Let's connect at 9PM (IST) today, will understand more about PDLC and success metric.

We will have QnA. Please DM me to get google Meet link.

See u only aspiring product managers today..

What questions should you ask during a phone screening with a recruiter?

Putting in my two weeks with no job lined up to spend some time with my family and volunteering. Anyone have experience with a gap in employment? Will this ruin my chances of getting a “good” job by January? Have I gone completely insane?

take job with long commute or stay at b4?

If you’re working with 2 different recruiters in your job search, do you let them know you’re working with another one (just in case they have any overlapping opportunities) or do you act like they’re the only recruiter you’re working with?

I’m in my 2nd year in audit. I want to pivot into management consulting within a big 4 or MBB. Has anyone seen someone make this lateral movement? I’m not sure how feasible that is and what steps to take. I’m also down to discuss further with whoever is comfortable in connecting.

Anyone have or know of any fully remote opportunities? Assurance/Advisory preferred. I’m an experienced staff in assurance for context. Would love to connect if you can help me out. TIA

Anyone pursued a MSL in Taxation degree? Did it open up additional opportunities? Trying to get into tax planning/structuring but don’t have a JD (not interested in practicing law). Currently CPA/MST.

What does the Tax Reporting & Strategy Deals team at PwC do? Do they have busy seasons or all year round busy? What’s the pay like compared to other tax specialties such as general compliance or M&A? Thanks in advance.

Anyone had good multiple offers and had one the hiring managers pressure you into taking the offer after asking for additional time to think about it?

Can anyone from EY provide some insight into their experience leaving the firm? I put in my two weeks and have a meeting with HR. Just trying to figure out what to expect.

Has anyone with a CPA from IT Audit roles been able to make their way into a financial consulting role without referrals/MBA?

83k in industry senior accountant, is that bad? When I said $90k they said they can’t do that and told me $85k is absolute max. Should I keep looking?

Expecting an offer this week or early next week, but want to know when you start negotiating the salary? When you receive the call from the company or wait until receiving the formal offer letter? And how should the negotiation start? Through phone calls or emails? Didn’t use recruiter for this position, so I don’t know what is the process here.

In investment management at Deloitte. Wrapping up my second year here and looking to jump into a FP&A role/ valuation analyst. Is this a reasonable jump and what would salary expectations be?

Should you discuss salary range with an internal company recruiter prior to setting up an interview? With external recruiters it’s pretty easy to talk about the expected range. I am trying to avoid wasting all of our time if i get to the last interview and they are expecting a salary that is too low for me.

If anyone is looking for opportunities in NYC - I have an amazing and honest recruiter whom I can connect you with. DM me.

There is an opportunity that I’m currently interviewing for that is very interesting to me. I’m interviewing two other places but I’m not responding to LinkedIn emails for other positions. The other positions don’t interest me as much. On one hand I don’t want to waste time prepping for all positions and rather put that time only for the ones that I have going on, on the other hand I feel like what is that falls through. Wondering if I’m making the right choice

Are people looking to leave when for their LinkedIn title - job title, no company listed in the header or am I over analyzing lol

I have an offer for a senior technical accountant role in HCOL. The base is about 103K. But I'm required to work on-site basically every week day. Due to this, how much more % wise do you think I can reasonably try to negotiate for? Thanks!

What are the most boring jobs out there?