do we need to disclose etfs/index fund investments in GIS?

Don’t mix Investment and Insurance.
Buy term insurance in your early age.
Invest mix mode equity and debt .
Ping me for invest and insurance help.
Also get discount price for insurance

Buying our first home and from a friend, we are both not using realtor. How do you got about doing this, does some have a playbook I can use?

Can anyone recommend good investment options in Bank of America HSA account? I feel their funds are very limited compared to what I have seen from 401k and IRA. Anyone recommends your HSA account?

I'm looking at moving to rollover my 401k in to something that supports BTC and alt coins.
Any recommendations/ reviews on self directed IRA accounts out there that support crypto investments?

If you had to guess when oncycle will be, what would you say? I’ve heard funds were disappointed by participation rates and quality last time, so I’m curious to see if they can show enough discipline to wait this year.

What’s the best way to finance a remodel? Probably need about $40k on top of what I haves saved. HELOC? I’m not really sure where to start researching.

Upload button in etax is not working for me. I am not able to upload any tax proofs because of the same. Anyone else facing the same issue?

Is it possible to buy a new luxury German sedan car with 30k budget?

Hi, I'm new to Dallas. Have been eyeing on rental investment in Dallas. Looking into Zillow, properties in Arlington seem to have good appreciation. Is it good idea to invest in Arlington? What other areas in Dallas can I consider (checked Carrollton, Plano, Coppell, Addison).
Thank you.

Does anyone think there is long-term viability in Cryptos?

Hey folks I applied for a credit card they were asking for official mailid is it legal to provide bank mailid for credit card processing?

There has to be a point where focusing on minute details generates diminishing marginal returns.

What’s a good target annual earning % for interest and dividends relative to portfolio size? I am new to investing and am generally just invested in the SP500 and total stock market via index funds

Which consulting firm has the best 401k match?

Who does your taxes? Need a recommend. Thanks.

I'm being interviewed for Senior Analyst in hsbc. Can anyone help me with the tax saving options available with HSBC? Like self education, communication, meal vouchers etc.

We made it to 10/15. Now to do CPE and wait for the section 199a deduction to make next year's returns a nightmare.

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.

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

How do PE exits look like for emerging market funds in Middle East (e.g Abraaj group type firms)

Anyone switched from big 4 tech consulting to big five banks? Would love to know which role you applied for and how, plus how’s the culture and WLB?

Any Canadians here who were on TN that applied for GC? Any caveats to be aware of during the application process? How long did the whole process take for you?

In the last PDM town hall, they said they were going to lower utilization targets for those that work on projects with capped hours. For those people, have you seen your utilization target lowered? I haven’t seen shit change for me.

Hey y’all, wanted to get some insight into an offer.

Director level sales role
250k OTE 60/40 split uncapped
325k stock 4 year vest (options) - pre IPO unicorn
10k sign on bonus

I’ve got about 8-9 years in enterprise sales /mgt

If I have to book 20 meetings a month, how many conversations do I need to be having a day ( email, LinkedIn, cold calls, dark social ) with a drop out rate at 20%.

Hi all, I'm trying to break into sales coming from a technical background. It's been very difficult as a lot of recruiters only see the technical aspects of my previous role, even though I've added in some sales aspects from those roles. Any advice on how to break past the initial view of my resume/past technical experiences to get interviews?

What's the best 529plan? Heard Vanguard Nevada plan is popular due to low fee, or NY state one gives tax benefits upto $10k (but not sure if it matters for NJ residents working in NYC). What's the criteria for deciding 529?

Anyone here joining Deloitte UK or joined them in the past couple of months?
Let’s connect. I’m joining Deloitte UK - Belfast Office as an Analyst in Feb 2023.

I am a regional controller for a hospitality group. I began looking for a job in a different industry, but have hit some roadblocks with trying to communicate transferable skills and management style (decentralized). Any recommendations?

What did you as a data analyst make 3 years out of college?

Here we go again with interim review prep...are they kidding me??

Open ended question: come annual review time, what metrics are you/your team evaluated on?

Have a connection through Salt Lake City on Thursday. How well does the airport perform during snow showers? How much delay should I mentally prepare for?

So, I landed a Customer Service Advisor job at Sitel in the UK. But I heard that they fire you without any prior notice or end their campaigns abruptly, leaving us with no job. Can’t be facing the risk of no livelihood, right? Can anyone who worked with Sitel give me the real truth? And does Sitel sponsor Tier 2 Visas as such? I am surely looking for stability, security and growth.

Anyone buy les mills bodypump for at home? I started going to classes pre-COVID and really loved it. Curious about the at home experience. OR any experience with Beachbody Lift4 program?

Love consulting, hate all the admin/big4 overhead that comes with it. Who's with me!

History buff here. Watching Ken Burn's The Civil War. Still struck by the fact that we have veterans of that war and especially former slaves on audio. Boring to some, but this shit is real.

Does anyone understand what they put on those W2s? It doesn’t seem to sync up with reality.

Thanks Brexit. My portfolio about to make me cry tomorrow 😞

Best books for learning tactical business management, strategy, and growth? Looking for more meaty than "Playing to Win" - willing to read good textbooks. Have read plenty of leadership dev books.

CAIA vs CFA?

What are the best data privacy certs to aim for? 4 year exp in cyber risk consulting. Want to move to a privacy related role outside the big 4. Should I go for the CDPSE or CIPP or CIPM?

That day when you share your screen in a conference room for 6 hours and 4 managers and 2 directors are looking at the projector giving you instructions on one deck. Consulting!

Thinking about doing a part time MBA. Live in Chicago so either Booth or Kellogg in person or elsewhere online. Trying to hear affordable online options and pros and cons. Should make SC next year.

After a year using my home office setup, especially the 27 inch monitor, how can I ever go back to the traveling life with tiny laptop screen? 😔

Staying at an econo lodge... oh my.

Is there a hard limit on how frequent you can apply in a year at FAANG? (For instance: Amazon, Google)

Also, how many positions are we allowed to apply?
There are just many positions at different teams right.

Project is denying alt travel and I’m unsure how to approach the situation. My team’s travel plans are well within Flex Travel policy but leadership has said no due to optics. Do we have any recourse?

What would be a good place to get my husband decent jeans and body wash? He doesn't like to shop and I want to upgrade him.

lady fishes! i am new to traveling for work- recs on carry on luggage sets? i feel like i won’t be able to fit all my clothes and heels in just the carry on so might need a duffle or large tote too

Assuming this causes a recession like in 2008, and many people get laid off, how long to take to find another similar paying job? I’m currently a strat manager in FS. Scared for job.

This is the time for America to bind the wounds of division.