Considering adding a REIT index to my lazy portfolio allocation for my 401K and Roth Accounts. Thoughts?

Anyone familiar with Deloitte operating model transformation healthcare roles? Any thoughts?

Hi Guys,

Anyone joined Oracle financial services software recently and throw some lights on below things.
1. Will they provide any welcome kit and when can we get the same?
2. Any dongle or can we get internet reimbursement?

Do you suggest booking profits now (even if they are less) to reduce the risk profile, given that market is moving sideways and bubble might finally burst 😬

I regret choosing Deloitte India over USI, salary is same but i liked the clarity of my leadership team, which is still the same they are awesome, but USI people are getting many benefits, on time Hikes and appraisals, but i don't get all of those, which is kinda depressing.
I probably should have choosen USI

How do you guys invest on gold? Is it just buying the biscuit or do you invest in their stock/ETF?

Any suggestions for best credit card for wedding expenses. Planning for wedding in India. We have the following cards
1. Amex Plat
2. CSP
3. BofA
4. Discover
Not her of us have the card the other person has.

Hi guys,

I got my full and final settlement today but I can see no tax deduction. Does anyone know the reason. 4k tax used to be deducted every month till now. I also got gratuity and leave encashment along

What would u do? 3 YOE HCOL city and I have 2 potential options:
1) move to a boutique healthcare strategy consulting firm in a similar role as I have now (client facing consulting role).. 120-130 base + 20% bonus
2) a product specialist role at Meta (FB). This told role product management, it’s analytics heavy. $107k base, 10% bonus, $30K stock.

At the end of the day, TC for both is similar. As far as exit opportunities I’m not sure what is better, so looking to get other people’s opinions.

Have to use a financial advisor due to inheritance doc requirements. Where can I find the best low cost advising? Even if it’s automated or the low monthly fee with an annual review - I think those fulfill the requirements I need to meet. Thanks!

Advice for someone moving to SF for an entry level job? I want to start off strong but realistically I'll be spending nearly half my income on rent.

Hi All,

What is the diffrence between Annual stock and New grants stock for RSUs?

I want to make my money work for me and investing in index funds seems to be a good first step. Anyone have any good books/research websites to recommend for investing in index funds and/or other financial instruments? Would also appreciate advice anyone has for a first time investor who is terrified of losing money to the market.

Hello seeking referrals for consultant roles. Have ~1 YOE in healthcare consulting and previous RA experience as well. TIA

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

Why does TD have two trading apps and which one is better? Currently downloading thinkorswim

not a lot of action in today’s stock market.

Hi, Planning to invest 15K in Mutual fund every month

Can you guys please suggest me?

years=15

Canara Robeco Small Cap Fund Direct Growth = 5k

Quant Mid Cap Fund Growth Option Direct Plan =5k

Quant Tax Plan Growth Option Direct Plan=5k

Are other Docs at Teaching Hospitals experiencing Resident fatigue?

Hi All
Last Feb 26 I gave technical round interview at Infosys for CA and My application status is still showig review in progress I was not asked to submit any documents should I wait or forget about it ???

Hi, how is the work life balance and job security in Infosys?
Which location is the best for the AWS role?

Working with a US team while based in London - how do you manage the time zone difference?

What are the things which can help us once we join SAP?

I assume there are many lateral hires here in this bowl. Could you help with a few pointers which could be helpful in the initial few days in the firm?

Are there any fundamental differences between a salary negotiation during the start (applying for the job) vs. Salary negotiation during a performance review (you’ve been employed for x time and looking for a raise). I’m in the latter and wondering if there are any maneuvers that are different I should be doing.

Hello,

Thoughts on this Google offer for L6...competitive? What would you ask for?
Base: 180
Commission: 70% of base
Equity: 190 over 4 years
Sign on: 15

Exploring finance roles (program finance, FP&A) in the Northern VA / DC area (HCOL) after 9 YOE as an active duty financial management officer. I am usually being offered senior financial analyst roles at about the $120K mark. I’ve been looking into roles with the tech industry but so far most of the offers have been from aerospace/defense/it services. Does this sound like a reasonable entry point and salary or can I reach for higher?

What would be an ideal pay package for an Operations Manager at Syngene/GSK/Pfizer for someone with 10yrs work exp? And what grade does it fall under?

Hi,

My technical round has been scheduled with TCS for front end, angular developer position.

Can anyone please help me, which type of questions generally asked in this video interview.

Any companies hiring for Director level+ in Information Security / GRC? I have 8+ YOE - mix of Big 4, smaller consulting/advisory, and industry experience. Industry has been focused on FinTech/Startup space, but worked with both mid-size/large clients when at Big 4 & consulting/advisory.

What are the best resources you’ve found that walks you through step-by-step, the data incident management process and what to ask your client?

If you want good privacy training, check the CDPO cert by Maastricht university.

How do you tackle ignorant managers and favoritism in the team ?

For those interested, you can now follow hashtag MoskowitzCooks on LinkedIn. I will be posting the more informative posts as the versions here are abridged for obvious reasons.

QA lead -10yrs exp... Longing for a change.. Plz DM me so that I can share resume

Have to use a financial advisor due to inheritance doc requirements. Where can I find the best low cost advising? Even if it’s automated or the low monthly fee with an annual review - I think those fulfill the requirements I need to meet. Thanks!

What are the best tax optimized investments from post-tax (take home) salary? i.e how can you defer and/or reduce/minimize tax on investments, and what are these investments.

Thoughts on brk.b for long term? Thinking of getting in at this point.

Live in SoCal with a combined household income of 210k. What is a reasonable amount to spend on a house?

Went to a club yesterday and we paid $20 pp for cover just to find out that it was empty and there wasn't really a clubbing vibe. Bought a round of beers and we were so bored that we decided to leave in a few minutes... I feel robbed but at the same time I guess there's not much I can do, or is it? Im not sure if a CC charge back even applies in this case. Anyone had the same experience?

Hey all! Would really appreciate feedback on my current financial approach and making an actual financial plan (HELP pls lol)
This assumes I just got my direct deposit.

I contribute 25% to my workplace retirement acct. when I get paid, I apply a lump sum to my student loans or other debt. With the leftover, I’m having trouble coming up with a monthly investing plan. I have a Roth IRA and will max for 2022 (VT/VTI). I fund a rollover IRA+brokerage, no traditional IRA. Any thoughts, ideas?

Have roth ira account with fidelity which doesn't allow me to buy crypto coins. What other platform can I roll it over to for investing in crypto

Anyone have a lawyer or personal finance advisor they trust and recommend in NYC? Post MBA and new to the city; I need to buckle down and finally get a will and outside $ advice on taxes.

Looking to put $5K in the market. Which ones would you buy? Lululemon, delta airlines, Peleton, docusign, Zoom, etsy. Any that I’ve missed and should consider? Already have MSFT, BRKB, NVDA, BABA and multiple broad ETFs

Where do you guys invest/save Your emergency savings fund? How many months do you save? I feel I'm more conservative and save more because I work in consulting.

Straw poll: % of gold in your portfolios. If you have, any plans to sell? If not, any plans to buy?

I don’t get why even the most reputable financial news still try to attribute market moves to people. It’s not individual investors who are in control of day-to-day moves anymore, it’s algorithms.

Is now a “good time” to be purchasing more shares of mutual funds I like? Every time I check the price it’s almost at its 52-week high so I’m concerned about “buying high” but also don’t want so much cash sitting in my savings account 🤦🏻‍♀️ help!

I’d like to buy indexes of certain sectors right now, any suggestions? E.g. tech, utilities- others I expect to not be hit as hard

I am looking for a financial advisor preferably in SF south bay area. Looking to start small ~15K. Any recommendations?

What is a good alternative to a HYS and/or a CD for short term 6-12 month horizon? Low risk similar to HYS/CD, atleast from a principal conservation view.

What were people's 401k /pension balances at 30?

Feeling behind at $40k but making big headway now saving 10% and pwc wealth builder at 6, (26k a year on 160k)

Is $4,500/month too much for mortgage (taxes, insurance, HOA incl) for HHI of $190K? If yes, what should be the max per month?

Does anyone invest in crypto ICOs? Based in US, looking for a good platform to invest through

I’ve been using CoinList, but lately all their ICOs exclude US - so maybe we just don’t have many available to us anymore

Want to open an HSA account and max out this year. What HSA bank is best? Should I try and max out all at once or contribute monthly? TIA!