Deloitte peeps — where do you invest? Feeling overwhelmed by our restrictions and not sure where to start

like
Posting as :
works at
You are currently posting as works at

I felt the same way but eventually decided to go ahead with Charles Schwab. Started with mutual funds.

like

What restrictions? Are you a manager+? I’d just go with Fidelity or Schwab.

like

Related Posts

Why are some people saying that they (regulators or the govt) need to stop GME trading? Isn’t this a free market?

like

Due to a family situation we are looking to move to a different state. Normally we would sell our current home and buy a new home in our new location. However, with todays prices and interest, will it make more sense to rent out our current home and rent a home ourselves vs. selling and buying immediately when we move? We are moving from Vegas to Sacramento and we are not sure how long we would stay in the new area. Thoughts?

My portfolio is getting HAMMERED this morning. That is all. Clearly I'm not selling but seeing straight reds is painful.

like

Looking to join a Google Fi family plan of 4 lines which provides unlimited internet. Does anybody have an existing plan that I could get into, or I’m willing to start a new plan - pls comment.

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?

like

Why buy SPY over VOO?

like

I'm working on a Fintech startup related to commercial banking pricing. We would like to do some "expert interviews" with current RMs (we would compensate your time.) We want to better understand the friction points when it comes to price C&I or CRE loans. Please DM me if you are interested.

We are not looking for any private information, but more anecdotal evidence of issues that can be improved.

like

Side gigs. What do you do to supplement your income (besides marry for money)? I bartender but that’s taken a hit with Covid. Thinking about some kind of tutoring set up.

likefunny

Other good markets that pay well enough to match the income taxes? BF and I just finished our state taxes and that IL tax hike was not cool to our current salaries..

like

Are y’all waiting to do a mega backdoor Roth to see what they do about build back better this year or just moving forward with it?

like

I've been allocating 100% of my Roth IRA funds to Vanguards target retirement fund 20XX. Should I keep doing this or do I need to start getting into VTI/VOO/VTSAX as everyone in this bowl is so fond of?

like

House flip question

Hey all newbie here. My husband and I are living that Double Income No Kid life wanting to (Financial Independence) Retire Early.

Both in tech in the Bay Area. I’m in Arizona visiting family and am thinking of an investment property. Does anyone have a book/course/video that they personally have used and recommend for flipping houses? I want to do some research there’s a lot of content out there.
Thanks a bunch!

like

Anyone using the full limit of Section 80C to invest in NPS?

like

Really regret not selling United Wholesale Mortgages. Very confused on what to do with this one. Unless it gets PT it’s gonna be stuck around the 10 range. Think I may be eat the loss on first say a dividend is available

like

What would be my inhand for this below structure and which tax slab should i choose?i have around 90k investment for 80c.
For Additional 1.75 lakh one time bouns, is it going to be considered for calculating tax?

Post Photo
like

Is putting your rainy day fund in something like VGLT a terrible idea? Trying to consider options outside of HYSA, with a bit more juice.

like

Amazon stock is down to below 3000. Bought at 3300! Thoughts? I’m sure it will go back up, but when? And by how much? Appreciate any expert guidance!

likefunny

Just put my deposit down for a 6 mo wait for a datejust… any ways to speed up the wait time? 😬😳 Want it on my wrist already!!

like

Does anyone have any good mortgage broker recommendations that will help find a way to not pay PMI?

like

More Posts

What designation i can expect iat Capgemini of joining as a Lateral?

I have total 11.5 YoE

like

How much % hike should I ask in Hexaware as a 4+ year experience in data scientist and 7 years of experience overall

Who applies to HBS in R2? I was surprised to hear the pool is just as large as R1. Any speculation on the strength of the R2 pool this year?

like

I need referral in Adobe noida for frontend position.

like

Opinions on srategy team at Sapient?

like

Which company is best to join as a fresher
Atos syntel or Infosys

like

Does TCS ask for all ex organisations experience letters or just last two?

like

I just graduated with a concentration in Environmental Policy. Any advice for someone who is interested in breaking into corporate sustainability/a related field?

like

Any book recommendations for the summer vacation season? What's your favorite book over the last year?

like

Job Opportunities at Indium Software

Post Photo
like

Hi , is the Gym in sab labs Bangalore opened? Also will be open on Saturdays?

like

Do you do DCF in ECM?

like

What are some talents/hidden hobbies most of your coworkers don't know about?

like

I’m interviewing for final round of the entry level area manager position at Amazon. I’m working on multiple stories related to the leadership principles. Can anyone provide me some tips regarding the role?
There are 16 leadership principle and I’m thinking of creating some stories around each but the thing that concerns me is what if the questions they ask are related to the same principle and I might have already used up my stories. Something like that. Can anyone please help? Amazon

like

Have upcoming intro calls with a few recruiters next week. Looking for advice and how the discussion should go as I don’t really have much context. Any help would be appreciated!

like

Giveaway Announcement: A random number has been generated. Congrats Number 3! Check your email for your Food52 e-gift card. Thank you to everyone for bringing positive energy to this bowl.

Post Photo
like

Should recruiter emails be creative/witty/funny?

like

Hey does anyone know how to best prep for the Accenture Industry X Anaylsty

Showcase
Scenario
and Strenght Based Interviews.

Thank you

like

Looking for someone to case consult prep with dm me

like

What's a senior manager salary at PWC Toronto salesforce practice?

Additional Posts in Personal Investment Chatter

What’s the best credit card for a married couple who shared finances? We were thinking American Express but kind of lost.

like

How do they verify your health status when getting life insurance online?

Post Photo
likefunny

I can’t stop feeling so behind all the time. It seems like every one of my peers doesn’t have to worry about student loans, car insurance (paid by their parents still) etc. I keep thinking about how if I didn’t have all these bills I’d maybe have some savings that I could be proud of. Currently A2 making 65K in HOL and I feel like I’ll never be able to save up for a down payment or wedding or anything. Just feeling discouraged.

like

How are you all determining the future cost of college and target levels of investment for 529 accounts? Having a hard time seeing how 100k for college in 15 years is realistic. Also don't know the right level of savings to target (50%? More?).

like

Newly married and looking for finance tips. We have setup a joint account to manage joint expenses and that’s about it. What other things we need to think through?

like

Would you be concerned if your SO has no savings at 31? What advice would you give them?

likehelpful

I started a small LLC on the side. My company is getting it's first client this month.

Wondering if any 🐟 have recommended resources on setting up initial consulting business thru an LLC.

Books, websites, tax strategies etc.

My LLC is already incorporated, but looking for guidance with the next steps (creating contracts, invoices, etc)

likeuplifting

For those watching their home value - which is best? Zillow or Redfin? I’m watching mine to see what equity I have to refi and potentially get PMI removed. Zillow is current showing home value at about 20K less than Redfin. Are there any other tools I could be using? Thanks.

like

Is Deloitte allowed to use Robinhood? It's not a robo adviser and obviously you wouldn't invest in your clients. Or wealthfront?

like

How do you vet tax accountants to tell if they're good or not? How much do you spend on them for annual filing?

like

Has anyone reevaluated their retirement methods after a life-altering experience? I used to invest a lot more ($5k or so a month), but after losing one of my parents last year (mid-50s), I’ve wondered if it’s better to just enjoy life as we are living it. So, I started investing a lot less. But I always see people on here talking about all of these retirement schemes (backdoor Roth, mega-backdoor Roth, etc.) and I’m wondering if there’s a happy middle ground somewhere.

like

Anyone invested with QQQM or QQQJ? Thinking about splitting a chunk between both.

like

Advice please! I have $200k in a savings account (on top of 6 mos. emergency $) and plan to retire in 10 yrs. I'm VERY risk averse and would stash it in a CD but rates are so low. What to do? I don't want to risk losing $ but feel I am in a way by not doing anything with it...

like

Have 6 months of emergency savings, really tempted to cut it down to 3 and move the rest into market (index funds / ETFs). Have you had this temptation? How have you handled it?

like

Starting to think it’s all a scam. Everyone knew tomorrow would be a bad day for the market... and bam... Gilead announces. = rally tomorrow!!! Ride the waves, my friends 🤣 THOUGHTS???

like

What is the deal with online lenders for mortgage? Has anyone used them or know why they are substantially cheaper rates? What’s the downside?

like

Thoughts on a HYSA vs Vanguard Money Market Fund. Most HYSA are at ~1% and Vanguard MMF is at 1.3%. Should I park my money in a MMF long term, even when banks raise their interest rates?

like

Does anyone else in banking have rules from HR not to “time the market” and “speculate”? I’m trying to buy VIX products and scared to do it now because of the rules above.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal