Bowl to discuss investment strategies, how and where to invest

What’s everyone using instead of Robinhood? I just learned of WeBull recently but am not sure it’s for me.

Significant other and I crossed the combined $1M net worth mark this quarter! Mostly in RE and 401k so we will not be FIRE-ing but still excited to be in the 7fig club.

Sorry, need someplace to celebrate and you guys are awesome.

Trying to open an account on TreasuryDirect to buy i bonds, and I am required to get an authorized certifying officer to sign a form to complete the process to open an account. Anyone know what that is? I went to my bank and asked, they don’t think they can sign it 🧐

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For the past 2-3 years, I have obsessively tracked my net worth/income trends/investment performance over time. I checked my trends just now, and OMG I hit the 300k net worth mark right around Christmas. I guess I haven’t looked at my dashboard for a month. This feels so cool. I want to shout it from the roof! I can’t really brag about this to my friends, so I’m sharing here! 🎉 🎉

What are your thoughts on ESPP?

Alteryx stock - thoughts on the company as a longterm investment?

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

Mutual funds you have your eye on right now?

Okay, how do you know how much sales tax you owe your state monthly?

Hi all, I’m in the north east metro area and due to the current RE market we decided to look into PA specifically Lancaster. Anyone in this market and have any thoughts on where it’s headed? We’re looking purchasing a single family property all cash at 110k that rents for $1100 a month. The last owner bought for 35k like 15 years ago 😩 but hoping buying and holding for a few years will give a equal or greater returns over the long run.

What is with people not knowing how to read signs? We have a huge one that says “NO CASH ALLOWED” and I still get asked almost everyday if we take cash

Seeking feedback on GAP insurance. I had a family member who purchased a car in June or July. They were in an accident last week and it sounds like the car will be declared a total loss. Never dealt with this before, so wanted to ask if anyone has ever had an instance where the insurance didn't cover the outstanding balance of the loan and the insured then owed money? Car was $35k, $7k down, finance $28k. Gap insurance is through lender, not auto insurer.

I want to catch up on my contribution to HSA for 2019. If I do this before April but I already filed my 2019 taxes, do I need to amend/fix my 2019 tax return?

Based on the current environment, if interest rates rise to what percentage, will you forgo buying a house for now?

Vanguard Digital Advisor ( 4 ETFs, 0.15% fee) vs HSBC Financial Advisor (15-20 funds, 1.5% fee) which one to go for nest egg growth 100k starting

Have you received the salary today? Got the mail now but no credit yet in account 😕

Looking for 1bhk or single occupancy with attached washroom in 2/3 bhk flat near kharadi,pune.

Looking for an FNP work from home job. I have experience and just need something supplemental

Hi fishes,

Anyone who switched from Big 4 global services audit career to other career like accounts/financial analyst.

Please let me know.

The unending cycle is for real. Reached my LeanFIRE number 2 months ago, yet I don’t feel satisfied. Still reaching for the stars… when will this human desire end?

Hi folks,

Can you please suggest me one best wireless airpods?

What is the manager range at KGS?

What does Hinshaw start at in its Florida offices? Or any info on its reputation generally?

Hi friends,
What is the minimum criteria for IJP at KGS and how much is it feasible?
Will it be better to look outside or go with IJP?

Well I recently told a guy I have been seeing I have HSV-2. We have not yet been physical but it’s been heading that direction. Man I hate this part - waiting to see what his response will be after he researches and talks to his doctor. I’m on daily meds which help reduce transmission risk. You’d think that since HSV-2 affects 20% of Americans and likely a higher % of gay men, there would be less taboo but it’s hardly ever talked about. Anyone else in my shoes? Or had it disclosed to them?

Has anyone ever left finance (or know someone that has) to do something completely different? My experience is split between FP&A and accounting and while I have progressed, I am becoming depressed b/c I feel like I’m in the wrong field. I am generally a motivated, high performing person, but I al starting to slip up and care less, b/c my work is not satisfying to me. I know I just sound like a complainer, but does anyone have any advice?

Hello,

After onboarding in Deloitte USI Hyderabad do we need to report immediately from next day to office as per hybrid model or we can continue wfh until assigned to project

I am moving to Hyderabad on 4th Nov. Can anyone tell me if they have a vacant room in an already occupied flat near office. I am preferably looking for something within walking distance. Please help 🙏

Hello peeps,

I am from Deloitte (Hyderabad) and I am planning a trip to Coorg, Ooty and munnar from 23rd December to 1st january(flexible).

If anyone is interested and wants to tag along then text me on instagram Id - sharahulkumar

To avoid disappointment on the trip, we can have a conversation prior so that we can check if we vibe together or not.

See ya.

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Forgot to ask this when we launched, but is the founder paying for the pre-marriage honeymoons?

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Looking for a referral to apply for below
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Have about 5k in stocks I was saving to put down on a house. My portfolio just evened out after the march fall. Looks like i may not need this $ to cover the payment now, should i leave it in or pull?

Any thoughts on XPENG IPO this week?

Can someone help me understand why people are pumping crazy money into DoorDash and AirBnb but didn’t go equally Gaga for Palantir?
Don’t get me wrong, I like DD and Airbnb, but the $100+/share seems odd to me given that both are susceptible to regulatory and overall consumer confidence. I was able to buy into PLTR for $11/ share fwiw and think that company has better long-term upside prospects.
But again, would love to better understand the DASH and ABNB mania. Feel like I’m missing something

New to investing. Please suggest an awesome newsletter to start with. I’m planning to buy a premium subscription of $79 yearly for the Oxford Income Letter. Any suggestions that are better than this newsletter.

$JETS ... yay or nay? Debating hmmm seems overpriced atm

Robinhood just kicked me off their platform and I have no idea why. Now I need to quickly liquidate. Any recommendations to invest in mostly VOO without any fees and a nice UI for my phone? I need it to also connect to Mint.

New to preferred stocks.. any recommendations on what companies to watch out and invest in

Newbie buying AAPL for the first time - any reason I should select anything other than Market Order?

New to investing. What are some good stocks to buy apart from from investing in ETFs?

Will the house market crash? Or at least go down by 20%? Thoughts ?

I just started my first day at a startup (on the executive team) but a new friend of mine wants to utilize me as a part-time portfolio manager/financial advisor given my entrepreneurial, VC, & operational background. His holdings are $10m+ and mostly in real estate but he wants to get more involved in tech investing. I have a background in both and it won’t violate my obligations. What terms should I offer him? I was thinking: 1% AUM and 10% profits. Please offer any advice.

Forgive my ignorance - have about 40k in savings and would like to start investing. I do my 401k thru Vanguard so I’d like use them if possible. What would you suggest for a novice investor?

Any downside to holding some funds from my Roth IRA in my vanguard federal money market fund until I can buy the dip? I’ve hit my max contribution limit for 2020 by having a few thousand hanging out in there until I’m ready to buy. I can buy with those funds after 2020 contribution deadline right?

Hey, new to investing looking at initial mistakes I made. I have $1k in VOO, $7k in VT and $4k in VTI in my brokerage acct; in my Roth IRA I have $6k in VT and $7.7k in VTI. I know isn’t an ideal portfolio because many of these funds overlap. However I’m in for the long term and am willing to reposition to a strategy that will do the best over my life. Id appreciate to hear feedback on these 2 accounts and better approaches from others. Thanks!

Newbie to investing. What are good online courses / books to get smart on investing?

Looking for advice to safely invest Escrow portion of my mortgage, since I was able to stop paying from Escrowz starting this month.

As you know, this cannot be risk in stock market, what are safe options

I have 60K that I’m wanting to invest using a roboadvisor Better to use Fidelity’s low fee ETFs through Fidelity Go or Vanguards ETFs through Betterment?

Hey friends. My wife and I are looking to start investing in the market outside of our 401ks, hsa etc. We opened a Charles Schwab brokerage account and planning to transfer 2-3k/mo. We’re in our late 20s/early 30 and likely won’t need to touch the money for 10+ years. What should be our investment strategy? How should we allocate to what funds? Thinking of splitting evenly across large, mid, small caps, and growth, value funds using DCA.