Best book on finances / investments for a kid starting his freshman year of college?????

How many of y'all have trust funds? What'd you do with the $$$?

After I max out my:

1.) 401k for the year
2.) My HSA for the year
3.) ROTH IRA for the year

What do people invest in after that? Whats the most tax advantaged way to save once you have maxed all of the above out?

Anyone think the federal reserve will end up buying bitcoin to create some stability with the dollar?

Pregnant with my second and I have no will to work. I use to be passionate about my work, but now I m forcing myself to complete the bare minimum tasks needed from me. Not taking any proactive assignments.

Has anyone else felt similar during pregnancy or postpartum?

These paychecks aren't cutting it. Side hustle ideas?

Anyone in on IPOF call options?

Anyone here counsel for a parent company with a lot of subsidiaries but the parent company’s legal department is really really small? I’m wondering if a small legal department for a large company is more of a pro or con? On one hand I suspect it’s less organized, on the other it might be a great leadership opportunity. Any insight? Thanks!

Anyone have experience with Donut app? And their 4% APY? Had any issues pulling money back out? Whats the risk here?

In CA, if a tenant dies, who paid 1 year of rent upfront BUT there was no rental agreement, does the landlord still have the right to keep the rent or can the executor of the estate claim it back? Thanks!

I be wanting to go off but then I check my bank app, calm down, and keep working.

Canadian 🐠 Which ETFs are you buying right now?

When picking up a J2, how much should you include about J1 on a background check?

What would be a reasonable cost of renting for a single expat dude in Singapore living in decent area ? Would sgd 4K suffice ?

When u short a stock and then they wildly miss they earnings expectations

Building im applying to has a $1,000 move in deposit. Are these usually refunded? The agent is checking with management but they are being super slow to answer. I want to move quick on this so I don’t lose the apartment

First time participating in ESPP this last period. I received a heads up email that Morgan Stanley will get in touch to open a broker account, but not heard from MS themselves. Anyone in a similar situation?

Let's say I were to leave banking and get into crypto currencies (not considering this at all ahem). Does anyone of any crypto currency hedgefunds or trading platforms worth investigating?

Can you lose your job if you don’t like the animosity from your creative team and speak up about it ? Genuinely worried I might be disrupting the peace by saying something 🥴 the anxiety is terrible! Do I just accept it that they don’t like me or speak up and potentially burn that bridge?

Today is my LWD at Cognizant but assets are not picket yet from my location.
I am receiving emails for pending ITasset clearance.
Can it be possible after my LWD?
Has anyone faced the same ?

Hii fishes, i am starting to interview at jpm, can anyone guide me on the process and what should be my salary expectations be for Software Engineer python, yoe 1.5+ at mumbai

I'm in finance/tech FPA, looking to go back to the defense industry for a 25% increase in TC. But wanted to see if I should leverage the new salary with current company to see if they'll match.

Background: got a promotion at current company that didn't come with sufficient increase . After stating my case I was told it would be evaluated next October, which is what prompted the initial job search.

Current TC 103K [88/15], offer 125k base [+discretionary bonus].

I recently interviewed with Natwest and I got confirmation that they wanted to offer a role. Salary negotiations were started. However, now I got an email from the hiring manager that hiring for my role has been paused due to the ongoing cost of living crisis. He expects to resume the hiring for the role in Q1 '23 and would resume the process then. So is it the end? Honestly, I don't expect him to come back. But what do you think?

Does anyone know the salary rage in dallas for a staff 1 in forensics? Specifically IFCS or I&C

Hey everyone! I’m a couple months in of trying to find a SDR role. Does anyone have any advice for interviews or just to stand out from the crowd? Any advice would be much appreciated!

When leaving as an audit manager, if you’re going to a competitor and they ask you to leave the day you give notice, do they always pay you out the 2 weeks or are you technically fired?

Any Korean 동료/선배s on here from P Dubs? Looking to meet more Korean ppl in the firm~

HMU! Would love to meet up at the office or in-person - based in NYC.

Anyone renew their lease in a managed/luxury building recently? Was your rent reduced to reflect the lower market pricing offered to new residents?

What resources are y’all using for prep? Of course I’m familiar with Case in point, rocket blocks, fast math, and b-school case books, but wanted to see if there are other resources people are finding helpful

My friend and I (both Asian and gay) were seating at the cafe on the 2nd floor of Saks Fifth Ave today waiting for our table for the restaurant on the 9th floor. A lady came and asked where are we from, and “why are you two men in this mall? This is for female only”. I said this mall sells products for all genders. She said she has walked all floors and never saw a thing for men. Then she threw curse at me. I stood up and asked her to repeat what she said. She pulled her phone and called 911

Does anyone have Skype for Business installed on their personal device to receive notifications?

Such a Boring session today! 30 mins left. Any drama big movers?

How many hours in one day puts you over the edge of not being able to be productive anymore?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

So the fiduciary rule got tossed yesterday

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Out of curiosity, what are some of your most frugal habits?

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

Work smarter not harder is the motto but many people don't get this concept smh

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Has anyone left a wire house to go completely hourly fee based, and run your own financial consulting business? Is this a stupid idea or is it feasible?

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.