I don’t think I have enough saved (80-100k) to justify a financial advisor. But I also was never taught/learned about money management and planning. Are there any good resources or books in which I could learn about how to invest in my retirement?
I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.
The Investnent Advisor, LLC a registered investment adviser is looking for Investment Advisors in Pittsburgh, Pennsylvania.
Must have a Seires 65 and a Portable Book of Business. Call 412 388 0500.
Any tips on investing? How did you get over the fear of losing money or making risky investments? Recommendations on personal finance blogs/books/podcast/etc?
Which practical & actionable books on investment would you suggest a 25 year old? The goal is to achieve financial independence by the time I hit 45.
I want to start investing in rental property/real estate..but I'm totally clueless about all the costs/risks. Any suggestions on good resources likes websites or books you guys uses?
I’m a new CSM (9 months) and I work at a company that doesn’t invest much in its CSM team. I’ve been struggling because as time goes on I feel more and more like a token hire. We have no play book/structure, no CSM tool and I’m current organizing all 95 of my clients on spreadsheets while also handling presales trials with a salary under 50k.
Long story short: I’m searching for mentorship or to be pointed in the direction of a good course so I can help the clients I do have while I’m here
Anyone with some interesting free investing e-book to share. I would like to keep my busy during the holidays reading to understand the basics of investing. Please help me!
I’m a newbie with investing...basically know nothing and wanted to ask. What sort of research do you guys do before investing in stocks? Any books you recommend? Only thing I have is index funds with VBAL so far on a friend’s recommendation. Thanks!
What are some of the best books you’ve read about people and investing? Such as dealing with people (business psychology almost) and then investing (real estate more specifically)!
I am looking for books that give practical advice, not just big picture theory and motivation.
Can someone recommend any good books they’ve read that are helpful for investing? I’m in my late 20’s. I’ve heard the Rich Dad Poor Dad is a good one.
I want to start investing, but I’m overwhelmed by where to start. Any advice on a good book that would give me an initial road map. Also, what platform would you recommend for beginners? Thanks
Not sure if anyone asked this before, but what are some of the best books that you’ve ready about money, investing, and finance that you’ve read and you always go by? And if not books then YouTubers, IG, etc…
How do you find advisor’s looking to sell their books? I currently work in investment banking but started my career in wealth management. I’ve decided that after a few years in investment banking, I’d like to go back and become an advisor. What is the best way to find advisors looking to retire? Or should I join a team?
I will be joining a PE firm this month as an associate on their investing team. Can anyone who’s made the switch comment on how I can best prepare for the transition? Study my new fund’s portcos, drill LBOs using some specific site, read certain investing books, etc.? Would prefer to keep this discussion to how I can put my best foot forward day 1 vs. how to prepare for interviews, as I already have the job.
Which trading/investment books do you lawyers recommend? This is for a person that’s only getting started.
I’ve been listening to “millionaires unveiled” (highly recommend for FIRE content) and it seems like every other guest ends up doing real estate investing. If you do it, what books or online courses would you recommend to get started? If you have experience in real estate investing, would you ultimately recommend it?
Additional Posts in Consulting
I recently obtained my MBA, and I've been eager to start working as an analyst. But I'm not sure where to begin. As an underwriter assistant, I now make $43,000. However, it's quite difficult to get by, and I'd love to start doing what I enjoy. Any suggestions?
I renegotiated my start date and it’s different from the date I signed on the offer letter. Do I need to request a revised offer letter or is the email thread with the recruiter sufficient. By the way, my background check is already in progress.
Should be a joke, right
I need a hug.
What does L1 A 'filing on HOLD for special requirements that must be met' mean? Tried checking with attorneys but no response! Tired of running behind Seyfarth since Dec'18 to file a petition :((
Anyone here who became a partner at a partnership based firm on H-1B or other work permit in the US and did it affect your green card process? Did you have to file your perm again?
How you guys are surving in EY. Its been 9 months no peace of mind. Counselors and SA are shouting at me, working with deadlines. I'm done with EY.
This bowl is soooo quiet. Is it because IFS is overworked or is it because no one cares?
To the bankers who work in M&A Coverage (ie Lazard) do you feel as if you get both industry and product expertise? Is it the best of both worlds?
Opinions on the LUSH products for hair ? Like the oils, shampoo, masks etc.,
My scalp is a bit irritated and was trying to use some chemical free products hoping that'll help 😐! Thanks in advance !
Trying to establish a start up with my friend, should we do an S corp or LLC? Pros and cons
Any Ned’s Club members that would be willing to act as a proposer on my application?
Newly relocated to London, 28M. Please DM me if willing to help out!
Hi ! How is the assurance practice (US region) in KGS? Like how much it is integrated with the onshore team?
Being a realtor is not what I expected! I was so excited when I joined being younger, but nowadays it's all work and too little time off. It's a bit frustrating because I'm not sure where to go from here. I've been doing this for 5 years now. Any help on what choice to make? I do not have a backup plan.
Why be a troll
Lol lol. Who is going to Coachella?
Additional Posts (overall)
Do all EY employees get July 4th week off? If I join this Monday, will I also get these days off?
Moving from Denver to LA. What are the cleanest parts of LA? My girlfriend lives in North Hollywood right now and it’s dirty IMO compared to where I lived in Denver (LoDo, LoHi area). Trying to find something comparable within $2500. I enjoy sports, the outdoors, anything active (hiking, walking, biking etc). I also have a large dog so I’d like a walkable area with a lot of green space, restaurants, etc.
McKinsey 🐠 - Friend is interviewing for an Associate role in McKinsey’s implementation practice... what kind of annual raises can she expect in non-promotion and promotion years?
Been at D (legacy S&O) for ~ 6 wks now as an analyst and goal to be at MBB by EoY. 1) Where can I find resources on how “experienced” hire recruiting differs from campus hires? 2) What are some best practices/resources/tips for casing? Got 2 1st round interviews during college, and did well on behavioral, but was told my casing needed some work. I want to do anything in my power to close my ability gap. Thank you!
Would it be considered “unprofessional” or “frowned upon” to use pikachu as my picture on outlook, chat apps, zoom, etc, instead of my ugly face?
If I resign this week, my medical insurance will expire almost immediately after I resign right? My therapist is out of network and he sends invoices and receipts by the end of each month. So that means I technically cannot claim reimbursement from my insurance for my January therapy expenses, right?
Feel like I need to disengage from work for a while due to disappointment re: YE. Any tips for jumping back in?
Yes or no?
Is it right/just/fair that the people that fall under “diversity” get to have an advantage as big as getting to skip multiple 1st and 2nd rounds both in banking and consulting?
To the people convinced Im speaking from my ass, it’s not uncommon. It’s so common that’s it’s just known to be fact at my UG
I need a help. Currently I’m at Tcs onsite (working since more than 2 years) and I got another offer in abroad. I would like to resign TCS and take new offer. Want to know your opinions on the below
1. Will Tcs accepts my request that I want to serve 2 months notice and 1 month buyout
2. Do I need to go back to India to complete my exit formalities? Can’t it be done from abroad itself?
3. Is this legal to resign from onsite?
Does anyone have toolkits / macros that they would recommend for PowerPoint / excel. Looking to upgrade the shortcut package and toolbar on my personal PowerPoint and excel accounts
How hard is it to move from b4 to McKinsey? For those of you who did it, do you think it’s worth it? Is it drastically different?McKinsey & Company
Alarm->Snooze->Alarm->Coffee->Lift->Iron->Shower->Check Calendar ------ oh, right. I'm on PTO today. womp womp
Is it ok to put together a short deck to talk through with my RP that outlines/clarifies my strategy for promo next year? E.g. areas I'm going to focus on and metrics etc
Anyone took an exit to a unicorn recently? I am talking to a start-up which is a unicorn ( $2b valuation), and planning for an ipo in near future. Would like to connect with people who have gone through this recently. Thanks
Moving: My SO and I love Chicago but hate the winter, lack of access to beautiful outdoor scenery, and the taxes. No kids yet and don't want to have "what if" regrets later. What's a good city to move to? Things we love about Chicago: amazing food, music scene, comedy, diversity, plenty of interesting things to do, ok COL compared to other big cities. We're considering Austin, Denver, Portland but having a hard time narrowing down / also open to other places. Thoughts?