Aside from ValueLine/WSJ/Morningstar/IBD, what resources do you use to get investment ideas and analysis about the economy and asset allocation ideas?

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There are some stellar investment podcasts out there for professionals. Invest Like the Best, The Meb Faber Show.

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Bespoke Research is also excellent.

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Kitces, Barron’s & Forbes

Calafia Beach Pundit blog

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Does the UK have tax breaks for people with kids, mortgages, etc. like they have in the US, Singapore, etc.?

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ETHEREUM MERGE DISCUSSION. Predictions on timeframe? Likelihood of success? Impact on price per ETH? Anything else?

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How to take into valuation excess cash held by a separate unit but under the same company ?
I am valuing the unit that owns the cash. Will the excess cash be added to the valuation figure ?
Thanks

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What banks will do a HELOC on an investment property? It’s fully paid (no mortgage) and worth $600K. I’ve heard small, community based banks are the only ones that will do it.

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Can someone help me understand the difference between lost profits and economic loss. It seems you can recover under lost profits in cases where you can’t recover economic loss. I am having a hard time telling them apart bc I’ll read cases that clearly show a companies loss at lost profit but then call it economic loss. Sorry for the question don’t mean to bother anyone

What’s the easiest way to make 1000 dollars in 2 days?

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My lease ends at the end of September. And of course my rent went up … $200 more a month.

😅 I’m so relieved I might cry. After all the stories from this bowl and friends in the city, I was holding my breath. Especially knowing my landlord can charge sooo much more.

Pays to be a good tenant. There is hope!

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I have a 529 open for my child. I max my contribution to his 529.
Couple questions
- can I use money from that 529 where my child is the primary beneficiary.
- can I open another 529 for me and Max out the contribution there as well?

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Hi Fishes,

I have previously worked for Reliance Jio, couldn't withdraw my PF money. How can I get that now ?

Has anyone transitioned to academia (PhD) from consulting and willing to share their experience? How did you go about the loss of income? How did you pick what to focus on?

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This is a good year to boost capital loss numbers. How many folks are specifically selling down funds for the sake of piling up capital losses?

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Guys funny but not so funny question.

Lets say people who are working for years in US and they save 100K USD and return back to India. Leta say to settle. Now will this 100K USD be converted to 23 Lakhs in India, as per PPP (Purchasing power parity) . Meaning Khatam tata bye bye!!

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Maybe a native question here,
If we leave 6 month worth or emergency fund and put the rest into investment (say 30%debt and 70%equity).
Isn't it very scary during market crash? (Your equity is basically untouchable unless you are calling it lose)

Yet still so many advices to put all in on VTI/VOO? How do these two thinkings reconcile?

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Any foreseeable challenges to getting a real estate license so that I can save on selling fees down the road when I’m ready to sell?

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Help! I need to invest in a passive income but don’t know where to start. Any suggestions? 🙏

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At what salary can you afford to max out your 401k?

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Are RSU or ESOPs taxable?
And does it depends on the individual tax slab or LTCG Tax?

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Experts - I understand tha LEAPS help with liquidity amd magnify the returns but I am unclear what are the tax implications (Fed LTCG and state tax) when you are ITM and exercise LEAPS. Can someone shed some light on tax implications of the LEAPS? Thanks.

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Hey guys,
I have finalized a home in vasanth nagar near office, however i won't be moving in as i might resign.
It's a one bhk room and very clean and the people are good(the owner's family lives there)
Let me know if interested.(Female)
Rent is 13k per month including water and extra rent for washing machine, electricity.

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Im so happy! I just paid off all my debts!

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More Posts

A lot of security pros I meet are not in a good place emotionally because it seems hopeless. However, some are just fine.

What are the coping strategies that work?

I will start - mine is to find the funny in everything from lack of patching to supply chain hacks.

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Please help! I’m looking for a cybersecurity or IT position in SF Bay Area or remotely. 5+ years work experience with a bachelors in computer science and Japanese. Just received my security+ and network+.

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just got back from a, fire call. at least I'm doing something worthwhile. anyone else in ems/fire?

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Any LA based art directors out there looking for a new full time gig? I’m looking for a mid level partner at a mid-sized shop. Hit me up with any questions or books. Have a blessed day

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Relocating from US to UK. What’s the best option to transfer the household goods ( no major furniture or appliances) on per box basis at minimal cost? (Sea route with 2-3 months shipping time is ok too)

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Anyone near Marathahalli interested in joining me for breakfast / brunch this Saturday? DM

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Stylish jeans brand/model for hockey butt & legs?

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Hi fishes
I have joined Amdocs in January. And I am not interested in current project. Is there any platform in Amdocs where you can get learning and internal hiring through same platform?

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Hi
Please help me with PF transfer.
I have joined Cognizant from Wipro in May 2022.

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Market Sizing Q (show your working): How many people in England could/would download and use (at least once) a mobile app that lets them make their own memes?

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I received an offer from EY as a senior manager (consulting), but the recruiter was not able to give me a percentage for the bonus. What’s the average range for the bonus at this level? Is there even an actual bonus?

Are there any other sort of compensation at this level beside base? Partnership or anything else? EY

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Where do I find film grants to apply for?

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I am a rising junior looking for internships in consulting. I would really appreciate if someone can refer me and help me with the process of getting internship

How much time will it take for background verification in PWC?

Wow, president just spelled out HIPPA instead of just saying HIPAA, which to me demonstrates he doesn’t even know what it is. Can we just keep the talking to Pence, Fauci, and the experts?

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I have just moved to BEML layout. And I have raised a internet connection request for ACT. I am really unsatisfied with ACT service. May I know which is the best ISP in bangalore other than ACT?

As I was earlier using ACT, I have shifted the same connection. But I didnt had a router, so applied for 6 months plan with router. They told it would take 7 days which was too much for me. But even after 8 days they didn't give me router. So I am planning to disconnect because of the same.

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looking for referral to b4 consulting firms. recently let go from deloitte as part of current headcount reductions. any assistance is appreciated. please DM me, thanks

Hi. I am contemplating a move from Big4 to IB. Any advice and tips on what to expect? It is a mid-senior role and hence want to understand what it is like to work at a bank and is it easy for someone from consulting to adjust ?
Thanks

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Additional Posts in Financial Advisors

If you could hire an admin person experienced in sales to help manage a book in FL would you hire this year or five years from now? Would this be a transition person?

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Need help: Semi-healthy lunch ideas besides salads or sushi?

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Best cocktail and why?

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Curious, What override percentage do pay your associate / assistant?

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Got an offer to work on a team at Morgan Stanley. 2 other advisors, $300m aum, mostly free based, financial planning practice. I’m a CFP at Edward Jones. Sounds like the ideal practice to be working on. Pros and cons of Morgan Stanley? How is their comp structure? What’s a typical fee based % rate?

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So are people complimenting me or insulting me when they say I'm type A?

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WKHS is what you want.. take a look...

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Anyone know of a good place to print quality brochures without having to put a second on your house to buy them?

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How do you answer "what is your value proposition?" Finding it difficult to distinguish myself. I'm a CFP, fee-only, and use globally diversified, rules-based portfolios but so does everyone else

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I've done parts of the CFP but couldn't sit for the exam. I am thinking about finishing the requirements to sit, but I am wondering if my time would be better spent prospecting. Thoughts?

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I want to start on the chfc and cfp but the courses are 8k through American college. Is there a better alternative out there? I definitely think there's value in them but that's a bit steep for me

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I’ll be honest, I’m a relatively new advisor and I think I may have triggered a large tax bill for a client. I’m not seeing a lot of option in terms of realizing unrealized losses in their account.

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What do you want your legacy to be? How would you like to be remembered? What do you want to leave for future generations?

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Ok so as an independent, if you were to sell say 10k of CAIBX, would 5.75% hit your "grid," or is there a dealer concession and only 5% or whatever hit your gross payout?

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Where do UITs fit in?

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I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

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Feels great when you transition with people from clients to good friends 🙂

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Your birthday is in a few days, you just got your bonus, are happy with your savings/retirement contribs, and have disposable income. What do you buy yourself for a birthday gift?

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Had a prospect tell me that he doesn't want to buy life insurance cuz by 2040 science will have figured out how to make everyone immortal. What do you say to shit like this?

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