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I just invest in mutual funds and ETFs. Makes life easier.
Just don’t report it and you’ll be fine. It’s not like they have a way to find out until you’re getting an independence audit to be admitted as a partner.
Gives me hope to see the people at PwC have a good sense of ethics
No one Big 4 firm audits a majority of the public companies so there are still plenty of companies to invest in. People who work in one Big 4 and are married to someone in another Big 4 have it a bit harder but it’s still possible. Many just invest in index funds and ETFs.
I always traded in stocks in a limited manner. I try not to dwell on those stocks I had to divest my holdings at a loss to then see the stock rise 200-300% years later.
VOO/FXAIX, QQQM
Check tracking and trading tool to pre clear/check if things I want to buy are restricted.
Get a bunch of tickers from wsb and run them through GMS
Huh?
Pro
Every firm has a tool to check if you can invest or not. That's where you start. I mostly do ETFs these days, because many of the companies I want to invest in are clients and are therefore not able to be invested in.