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

Thoughts on the new Chase Freedom Flex?

So after you max your investment accounts (401K, IRÁ, emergency savings. etc) what do you do next?

A little context: 24M, started in the pandemic, moved back home and paid off my student loans.

Do I move out? Can I start spending on myself? Am I missing anything from a saving perspective?

Apologies in advance if this comes off entitled/arrogant, really just looking for some advice and wanted to give as clear a picture as possible.

Anyone have any legitimate passive income? I’m talking about something that takes sizeable upfront time investment to get going, but takes <5 hrs a week to maintain.

Anyone successfully use the $200 Amex hotel credit? The FHR and hotel collection redemptions are all pretty insane price wise. I’ve heard there are some good deals to be had in Vegas but looking for other options.

BakerTilly people, what application do you use to prepare your financial statements? Do you use word/excel?

28 year old with ~125k in cash/brokerage. Have been wanting to begin purchasing rentals but anxious to use a good bit of my liquid savings. Thoughts on biting the bullet vs. investing in stocks. In Houston if that is a factor

On a credit file, do multiple credit cards from the same issue count as multiple accounts or is that issuer counted as a single account regardless of how many cards

How much are your biweekly paychecks after taxes, insurance, 401k contributions, etc. and how much of each paycheck do you tuck into savings?

Looking to buy 35K marriott bonvoy points. Let me know if anyone’s willing to sell?

Anyone have any tips for visiting Sonoma on a budget. Trying to find a balance with the group we are going with where we still get to do tastings etc but don’t break the bank. Thanks!

Hi, amateur question. Is there any difference tax wise on letting an option expire vs sell for nothing? I assume both are tax losses that you can compensate with gains in other options right? TIA

Time to buy SQQQ / TTT / TZA?

Was there ever a time you wanted to give up being a real estate agent?

Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

Taking a gamble here. 25 OXY $16Cs for 4/9 and 25 OXY $17Cs for 4/9. $0.20 and $0.08 respectively. Very high risk but have gains on other OXY trade that I don’t mind risking on this.

How much can we save in Canada Onsite ? Tech lead role. Avg sal in glass door is $80k .

Question for anyone who may be able to answer.

We are looking to file something like an injunction injunction to stop a property sale. The property is owned by a sister and brother. Brother is deceased so it passed down to his children. The heirs bad no idea the aunt is trying to sell. Can we file some type of injunction?

If I had a traditional IRA before being employed in a 401k eligible role, can / must I roll that IRA into the 401k or can I leave the accounts separate without deleterious tax consequences?

Looking to rent a home in the Central Park area but there are very few homes available for rent on Zillow. Does anyone know of any other platforms that might have listings that are not on Zillow? I imagine most people who are trying to rent out their home/investment property would list on Zillow but thought I’d ask!

When our Q2 internal sign off was at 10 am yet our client still hasn't given us the work papers we need to complete anything 🙄

Fall is coming...

If your firm matches Milbank, please comment here!

Hey fishes,

Need referral for data scientist 2 role at mastered

It would be great if anyone can comment on ctc part.

Thanks in advance😊

What is the lateral hire process like?

Lender Due Diligence thoughts compared to FDD and potential career path?

I have heard very less flow of work in PWC AC’s. Does this mean recession impact has begun and they can start terminating employees on bench???

Can someone refer me in WNS for qliksense profile.

Is RPA a bubble and will soon fade away? How much valuable is it as a skill set?

If an employee files a complaint about workplace behavior, do you treat them differently? I'm faced with reporting an SM for bullying and finding it near imposible to believe that it won't (cont'd)

Any updates on the EO to look into H1b after the GC pause?

EY fish, i-140 approved but I haven't completed my 180 days yet. Got extension for 3 years (completed 6 years on H1b). Will EY revoke the GC petition if I decide to join EY in my home country?

For July 4th does google only give one day off?

Does AmEx take codility test for hiring? Anyone who can share some insights?

Anyone know about Great Hill partners ? Culture/comp and all the above

Does anyone know what a Territory Sales Leader at Chubb makes?

How do you all feel about colleagues black and white reaching out to you to “check in”, due to current events?

Hey,
Can someone help me understand exactly where does fresher data scientist candidate go for jobs?
I mean every company hires for experienced ones, how and from where can a fresher start?

Sometimes I feel like I am a drone that just works all the time and I have no friends.

whose voting for Elizabeth Warren next election?

I need some good career-development or finance-related books, anyone got any recs?

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

Best technology to use that LPL has?

When you're on FB in the bathroom for too long and the automatic lights turn off...

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

Anyone familiar with the payout structure at PNC Financial?

What time do you arrive at your office on Monday morning?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

What are some of your “schooling the client” moments?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

Best coaching company to help focus on client service model and bringing in new assets?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

My firstborn is due in just over a month! Was wondering if anyone can provide any tips or insight for a first time parent!

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?