Are there any serious Funds still running with a long thesis on Tesla at the moment? Valuation looks absolutely stratospheric from where we’re sitting.

New to the US, what’s the deal with state and city taxes here? What am I getting in NYC for the extra 10% that I’m paying vs let’s say Miami?

Given the recent stock market slump, are any of you booking losses in this FY to get an advantage in the next year? Whole my overall portfolio is still in green, I have some assets in red, thus thinking if this move is clever.

Do you maximize your 401K? And why?

Is 12% club safe to keep deposits??

Does having a 401K match from your company usually typically involve a vesting period?

For you guys that have car allowance. How much do you get?

This is kind of morbid but just read that in 2019, the amount someone can leave behind in an estate is11.4 million.. Is there still a state tax? I thought there was an estate tax, no matter the limit

Will my withholding adjust on my paystub if I increase my 401k going forward? I assume withholding is calculated on your taxable wages, correct? So if I increase my 401k contributions then is it correct to assume my withholding will decrease?

Leaving Deloitte...have Amex with about 500k points. I believe this card would be cancelled and I never really use it...any feedback on what to do with points?

How much are closing costs in Seattle? Loan is 574K

Who are people using for auto and homeowners insurance? Currently paying Erie $878 per year for 2016 BMW 428i in Arlington, no claims or tickets last few years. Just did an online quote with Progressive, and for identical coverages it was $200 less, BUT their homeowners was about $500 more so total cost worse. Geico comes in higher too.

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!

I previously maxed out my traditional 401k
I have about 40k

Once I learned more about retirement, I then stopped contributing to traditional 401k and started maxing out my Roth 401k
I have about 60k

I have about 25k of matched contributions

This is where I get fuzzy
-Should I/can I call the broker to roll over my traditional 401k to my Roth 401k (or do I need to open a separate Roth IRA and have them roll it into this?)

-Should I/Can I move my matched contributions to my Roth 401K...cont

Should I pay off my student loans (which currently have no interest until December) and my car and have zero savings or keep making payments and keep my money in my account?

SO and I are debating contributing to 401k this year since the rate of return is around -11% on our portfolios this year. I believe it would be better off saving the cash in my account.

I'm thinking of contributing again when/if the market picks up next year. Thoughts?

How exactly does house flipping work?

Student loan pause or nah?

Can someone help me understand why coinbase is easier to use and coinbase pro has cheaper fees and why that difference still exists? In my head, just have one easy to use thing with the lower fees, no?

It seems pointless to buy on pro and just transfer to coinbase, then back to pro if I want to sell -- or am I looking at this wrong?

Hey guys joined new in Tavisca but was eligible for year end review, I got On track. The evaluation window was narrow so no complaints. What can I expect in compensation changes ??
Cloud Engineer , 28LPA , 9 YOE

UBS has mentioned 2L of relocation bonus in my offer letter.
Do I need to submit any bills to claim the same?

How financially liable are Audit Associates on scrutiny from the PCAOB if they were to leave a comment on something you prepared as an associate. Anyone know?

Hi! First time working with a larger company - suggestions on handling pronouns at work?

I’ve worked with smaller agencies where it was easier to bring up. Now I’m on a larger team, talking to/referencing people I’ve never met. I’m less concerned about my own pronouns and more concerned about how to make sure I’m using the correct pronouns for the people I work with.

I’ve been structuring sentences to avoid gender specific pronouns but would love to hear suggestions. Thanks!

Just had an interview with the CEO of this brand (it was my 4th interview for this role). For some reason, I got really nervous and I think it got the best of me. I felt like I rambled and sounded really stupid a few times because I couldn't find my words... I don't usually get this nervous so IDK why that happened. Do I address any of that in the follow-up email or would that just make it worse? Any thoughts on how to help address it or make it better via a follow up email?

Who can be my Crazy Rich Asian Zuko? 😅 25F

Any possibility to transfer H1B approval from Infosys to new company? It is not yet stamped

Can I expect 30 lacs fix from accenture capability network for management consultant level? Current fix is 20. Are there any management consultants who are getting 30+ fix? Please comment or dm

Hi Fishes,

I have joined coforge on November 2nd and I got offer from ITC today...Can I switch to ITC by obscanding will there be any issues...Please guys please give your suggestions

Hi fishes I'm a qualified company secretary and a law graduate, I'm seeking a job in a corporate transactional role. Can work in Mergers and Acquisitions, PE/VC, capital markets, Banking and finance & general corporate.

Location: India

Please if anyone can refer me I'm truly truly desperate and at my wits end. I've been applying and calling high and low but nothing has come my way.

I'm willing to relocate anywhere and I desperately need a job or else I won't be able to survive.

Does EXL have an internal forum where employees sell out the cars after lease is over?
Or even lease transfer?

Has anyone interviewed with A&M recently and can explain their process?

If I reject Accenture Technology offer, will I be able to appear for Accenture Strategy interview later on? I have an MBA.

Hi All,

When will Deloitte credit monthly pay?
I joined on May 2nd and today is 31st May and did not get any mail or message for salary credited.

Can we discuss comp packages for a AVP/FA role? I’m 5 years in, and my base is $75k- is that average or below average? PM if you’d rather discuss offline.

CAIA or CMT?

I do institutional sales for an asset manager. Am graduating in the fall with an MBA from a top 40 school. Would like a designation but dont want to do the CFA.  Between the CAIA and CMT: which one is more applicable to asset management, and better status/recognition? appreciate any insight

Can anyone tell me how much salary should I expect from Citi bank for Analyst / AVP role in Product Management?

I’m in asset management sales and keen to accelerate my learning in alternatives (private equity, private debt, real assets, liquid and semi-liquid alternatives) so I can have more productive discussions with clients. 1) What are some good news platforms to stay updated on alternatives space in Asia? 2) Besides CAIA, any educational platforms to learn more about alternatives?

What is the going rate for Junior Investment Officers? Could have 0-3 years of experience

I’m a 2nd year marketing associate at a boutique asset management firm in the NYC area. Base comp is near 100k currently, all in comp around ~110k. What are reasonable expectations for a raise/bonus as I come up on my annual review?

Holiday office party coming up tomorrow and I still haven't bought a gift... ugh. Any suggestions? I never know what to bring.

Making a move from trading to a portfolio manager role? (Fixed income) should I expect any significant salary bump?

Hi there, does anyone know the real difference between PWC "Acceleration Center" management consulting program vs the actual management consulting program? Are they a lot different?

Has anyone made a successful jump from private banking to PE/investment banking? Work with UHNW/institutional clients. Most of my work is high level capital markets, direct/co investments, PE/VC, and complex lending. Also work alongside IBDs when clients are making an exit. Also curious how WLB and comp compare.

Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

What a decent wage for AM in Switzerland?
Currently at 130euros in NL, senior debt analyst in an Asset Manager.

Should I expect 170k plus 50-100% bonus?

What’s the typical comp progression for Analysts and Associates in a FO role in BB AM/PWM? I know bonuses are not even close to IBD but is the base pay similar?

I currently have my MBA and a CFA level 2 candidate. Also I have years of experience as a fund accountant in private equity. Please what can I do to transition into the private equity front office sector ?

Who offers the best app for a Roth IRA?

What is the average salary of a portfolio manager (equity side) working in Los Angeles, CA who’s a CFA charterholder with 10 plus years of experience? Base & bonus?

Anyone know of firms with the Los Angeles area that help you and encourage you to attain the CFP? I’m finding it hard finding local firms that have career trajectory from Client Servicing to full Advisory work.

I’m willing to pay for self study and take local classes but would love and appreciate sponsorship.

Any advice in general for making the jump from more client servicing to advisory would be greatly appreciated.

Ideally I’d love to make my way towards either an Advisor or Strategist.

Hi everyone

I'm in a business development role based in Asia. May I get your thoughts/pointers on the CAIA?

I'm aware that the CAIA is not as popular in Asia compared to the CFA. From my knowledge, there are no CAIA holders in my current firm within the Asian region, despite dealing with alternative investments.

Would be happy to hear your thoughts regarding the CAIA, and study tips if you have any!