First time trying to invest 4-5k in individual stocks, should I use money in my Roth IRA or taxable brokerage account? I read that if in taxable, I should hold for at least a year. What about in IRA?

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

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

What is the most you've invested into a single stock?

What is the biggest loss you've endured?

Best ETF to invest in? I’m 24 looking to invest about $50k and don’t know where to put it. Nothing that’s super high cost or risky please

Why do people accrue prepaid expenses?

I’m seeing the idea of taxing corporations on GAAP income get thrown around. My initial reaction is that it’s a bad idea but I’m far from an expert, especially with taxation. What does everyone here think?

Why are properties in NYC so damn expensive? At this point should I just move elsewhere?

I just cancelled my Chase Sapphire Reserve card. I transfer my credit to my freedom card to not hurt credit score as much. How long must I wait to open up the Sapphire Preferred card and get the sign on bonus?

My wife is using my credit card too much.
Monthly around 13K.

Everytime I confronted her the ending is always the same, I loose the argument and end up paying everything.

I recently was let go (in lieu of accepting my two weeks) and I should have received my March expense check by the end of April per the employment agreement (submitted the report April 1, let go before mid April). I have emailed HR but haven't heard anything. I've got a feeling someone at the top is putting a hold on it.

How do I get my money from them? It's a few hundred dollars

Sorry if this isn't the right bowl for this question - I've checked a few.

Anyone know of any standards, or have any opinions, on naming in-house counsel as a named fiduciary of their company's 401k plan? Pros and cons?

Looking for a good personal finance or similar book to read. Any suggestions?

Received less salary this month also. (Same amount as last month)
Why is this happening? Too much tax 🥵

Have anyone hit the jackpot with crypto currencies?

Does Voyager or Coinbase operate in FIFO or HIFO method? Trying to sell and rebuy since wash sale doesn't apply to crypto

If you only stay a year after returning what happens to the 10K relocation and 20K early signing? Are you required to pay back half or is it all yours?

Has anyone diversified and invested in govt bonds? What’s the yield like? Is there a lock-in term?

New to this welcome any article or insights

Does anyone have any good self created templates they’re willing to share for use in the context of stock option planning?

How many credit cards do you own?

Want to improve my verbal and written communication skills. I hear reading more would help but I don’t read as much as I used to. So I’m wondering what books would help with that? Should I just read books that tickle my fancy like suspense and true crime novels? Help! Welcome to all book recommendations.

Any tips to find a job when you have 3 month's notice period ??

Any M&A tax practices out there that will allow remote/mostly remote work in the future? Where?

How many deals do seniors at EY and Deloitte work on at one time?

Looking to do a fall shoot for a client before the leaves have changed and fallen. I need prop leaves. Anyone have any ideas about how where to contact for a massive amount of fake fall leaves?

What is advance monthly performance bonus in hcl ?
Is this variable component only ?
In offer letter it is mentioned that it will be" restricted for first year of employment " what does it mean

Hi, if anyone would be willing to look over my resume and provide feedback, I would really really really appreciate it!! I can send it over! Thank you!!

Can someone please help me calculate my Utilization? The Client Service Hours on ToD seems to be confusing. When does the utilisation for the year start? April or June?

Hello, second year commercial litigation associate here looking for a recruiter. Preferably Suffolk County or eastern Nassau County. Any recommendations?

Is it worth buying a low rise condo in Lakeview/Lincoln park area? My lease is expiring soon and not sure if I should renew or buy a place. I don’t plan on being in Chicago long term (~2 more years) but was going to rent out after that. Mostly looking for Pros/Cons of owning a place Chicago.

With everyone seeming to be “hiring” I’ve had job interviews with various firms: EY, Plante Moran, Doren Mayhew, Rehmann, to name a few..
Apparently I just suck at interviewing, or the firms in my area are not hiring. 🤦

Is anyone else unfollowing all “influencers” on Instagram? I’m finding their posts to be so out of touch with what’s happening across the global to people’s lives (both health-wise and economy-wise.) They’re still trying to push a more is better mindset. I get that’s part of their business model, but I just can’t take it anymore.

Anyone else absolutely *loathe* being assigned new client matters at the end of the month when you know your billable time won’t count bc conflicts haven’t cleared yet? Just me?

Hey 🐠,

I am approaching the Roth IRA income limit, and have a pre-existing Roth IRA that was not converted from a traditional account. Is there a way for me to take advantage of the backdoor Roth loophole while funneling the money into my current Roth? Or, do I have to set up a new account, convert it to Roth, and make all future contributions into that account? I’ve already asked my broker, and they have not been the least bit helpful. Thanks!

Is the economy doomed? My stock portfolio and 401k certainly doesn’t stand out like it did 1-2 years back.

How is everyone feeling about the market today? Buy? Sell? Wait?

Currently have excessive savings. Is now a good time to invest in general S&P funds?

How bad of a financial move is it to relocate to London from NYC?
Currently at 165 TC, 26M
No near term financial goals, just would like to retire at some point.

Took a lump-sum pension payout from my last employer and looking to deposit the amount into an IRA account at Fidelity. Hoping this knowledgeable community can guide with couple of questions I have:
1. What kind of IRA should I open at Fidelity - i) Rollover IRA or ii) Traditional IRA?
2. Is this transaction considered - i) Direct rollover or ii) 60 day rollover?

Anyone invest in real estate? Thinking seattle area, manhattan, SF and bay area, or miami.

Thoughts on Lockheed? Dropped lower than it's been in a while. Think it's a good time to buy?

What is everyone’s worst NVDA stories??

Just moved to the US, what are the things I should do and mistakes I should avoid? (Financially, of course)

Looking for recommendations on a good budget template for a handwritten budget. Got anything?

My org will be pausing the Employer match to 401k for a few months. What's the best strategy to optimize my investment at this time?
Ride along/increase or decrease my percentage?

How old were you when you reached your first 100k net worth? (All assets minus debts, Inc retirement)

Bought Carnival this morning. May God help me.

anyone invested into Facedrive (FDVRF)?
Recently heard about the company and it looks very interesting... curious to hear your thoughts if you have any!

Hi, not sure if this is the correct bowl. I would like to buy a Theragun percussion device using my HSA funds. From what I understand, Theragun is normally not eligible for HSA but I have a doctor's note saying he is recommending one. Would that make it eligible?

What is the benefit of consolidating 401Ks into one account?

Having to override my cost basis on ESPP shares when filing taxes. Tax statement says cost basis is my discounted price, but I’ve already paid tax on the discount thru withholding.. cont..

I feel like I have no idea what I am doing when investing in stocks/real estate. Any recommended books/videos? Thank you