Are folks able to use Betterment's automatic investment reallocation while working for an audit firm that has investment restrictions? How do you manage that?

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

Thanks guys. This helps.

like

Following^

I use it ,and I'm pretty sure there are no compliance issues because it's just investing in Vanguard tracking funds.

I'm using it and there's been no issue, they are index funds which are very generic.

Yeah but you still need to check vanguard's funds. If you find one of your clients that requires you to be independent, then you can't invest

Related Posts

Today I drop mail to my project manager to release or change my project related to my primary skill which I Linux system admin.
My manager is agree to release me but my project manager told me atleast wait for quater while they will decide let you know if there is any suitable opening that is mutually beneficial.. 😂

can someone hcl employee pull me in any Linux project .
My main motive is learning Linux azure AWS am certified as well .

like

What’s the general consensus on drug use off market hours?

like

Question for my tax gurus. Want to refinance my rental property. I assume I can deduce closing costs, new interest expenses. The cash im pulling out, however, is going to a personal reason. If al@this above board? I’d love to be able to increase my interest expenses in a tax deductible part of my finances (I take standard deduction).

like

Anyone a Google HRBP in this bowl or know one? Curious if it’s interesting work, good wlb and competitive pay. I’ve done everything in HC consulting except employee relations work so wondering if this is a good next step to pursue.

like

What are the audit rank progressions at Deloitte? Everyone I know has had different ones😅

like

Does anyone have some tips/reminders when reviewing an SPA? Want to be comprehensive in this respect.

like

Any leads for corporate strategy & ops opportunities in Western Europe? 2+ years of post MBA experience at Bain and looking for new horizons :)

like

Any recommendations for a good travel agent for flight tickets from USA to India? Looking to travel to India in Nov and need options to connect through JFK to avail Emirates.
Thank you!

like

Is Amazon worth it for a 15% bump in pay? Senior Product Mgr position

Product role, have cushy work life balance in current gig but moving and current company won't transfer me

Hear horror stories so not sure what's true vs. what is ppl just complaining

like

How much average hike does EPAM Anywhere provide to its employee?

EPAM Anywhere EPAM Systems

like

Went to the gym after over a year today. Have been procrastinating since the last time I went - had pulled a muscle and decided to take a break, and the break turned into a year-long hiatus. Turns out, I like the pain. Hoping to lose all my stubborn belly fat by the end of the year! One day at a time, as they say.

like

Hello Fishes,

Im writing on behalf of my sister.

She has 2yrs exp as assistant manager in kvb bank and 4hrs carrier gap ( upsc preparation) . Now completed MBA in banking & Finance 2022 passed out in SRM univ Chennai.

Due to carrier gap and age factor, she is not getting a chance to prove her in interview.

Kindly help /guide/refer to job path.

Her interest : Retail banking, Investment Banking, Merger- Acquisition

like

Will Walmart Global Tech India agree to increase my offer if I have a better offer in hand? Has anybody successfully countered? Need help please, joining date is in 2 weeks. Walmart

I work in accounting for an insurance brokerage firm. I put in my 2 weeks notice today and was told by my manager that they may ask me to not work the next 2 weeks (with pay) since I’m going to a competitor. Has anyone ever experienced this? Is this the norm?

likeuplifting

I am a Cyber Security Engineer located in MA (remote). Just wanted to gauge my salary in comparison to others in similar roles. I work for a sub on a large DoD contract. I have 5 years of relevant experience.

125k base

"Eligible for discretionary performance bonus based on company performance on an annual basis"

No equity

No sign-on

helpful

Looking for recommendations for document management software - what platforms have you worked with and which were the best / worst?

Company currently has SharePoint - also open to suggestions on how to optimize as the only DMS. Thanks!

like

Bench ka Kya system hain bhailog capgemini mein?

like

Can anyone please help me how much i should negotiate with HR at capegemeni at Pune current fixed CTC 13.5 at 5 years of experience in current organization.

Technology currently used- SCCM/MECM

likehelpful

I know that base is higher for FDD compared to audit like 10-15kish? But I’ve also heard that bonuses are better. Can someone explain % cuz performance bonuses are just laughable for audit.

like
like

Additional Posts in Consulting

Struggling with a consultant working remote. he doesn't join client calls, provides no excuse for missing them. SM says that I have to keep him until 30 Nov. any tips?

like

Who uses AmazonFresh? Do you tip the delivery driver?

like

Any idea of Deloitte's policy for booking AirBnB instead of a hotel room?

like

A bowl for "thirsty" consultants on travel a good idea or nah? Kind of like that movie about an elite hook up ring for working professionals who don't have time to date

like

This Indian matchmaking show on Netflix is ridiculous. Does this actually go on still?

like

If someone says they need something in the next few days does it look bad to finish later that day? Sometimes it's a simple and quick task and just want it off my hands.

like

Left suit jacket in Uber...

like

There is an echo when I speak on calls due to my home office being relatively empty. I added a carpet but hasn’t made as big an impact as I would like. Any tips

like

Anyone real estate investing? Looking for good podcasts /books/resources on non-commercial multi family in particular.

like

Im being sued by my landlord for breaking my lease. (I didn’t break my lease. It was a constructive eviction because they violated the warranty of habitability) Does anyone know a good lawyer I could use in NYC? Thanks

like

Anyone have a Branch standing desk? Thoughts?

like

How do you judge when to leave a company for something better if you never burn out or hate where you are?
My specific situation: 4 years out of undergrad with Slalom, I like my job/coworkers and am making solid money but am starting to be qualified for interesting/lucrative exit ops. Not trying to grass-is-always-greener myself out of a good thing and I'm in no rush to leave, but how do I know when it's time to take advantage of other opportunities? Would love any advice from older folks!

like

Deloitte Advisory folks: is there a hiring freeze going on? None of my referrals are going thru Even the ones from other Big 4s

What life experiences should I ensure I have before I start in consulting in a couple months? Travel the world? Backpack under the stars? See family a lot? What do you wish you would’ve done before starting?

like

Best tech strategy/consulting firm and why? I’ve heard Accenture and Deloitte top the list for larger firms.

like

Looking for some material for a crash course in IT strategy consulting - books article etc. any recommendations would be appreciated

like

Has anyone taken online sustainability/ESG reporting courses that you would recommend? Looking to get more familiar with the space

likefunny

Anyone have any first hand experience of seeing the benefits of putting Big 4 on resume?

like

I take all the toiletries from hotel every week .. collect and then donate to homeless shelter once a month ! Some good should come out of the constant travel ..

like

If you start going out with someone, and they have anxiety-depression (or some other metal health challenge), when would you expect them to disclose? Date 3? A month or two in?

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

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

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