For those who invest in covered calls, what stocks/ etfs do you recommend starting with to test the water? any other tips you would like to offer to a beginner?

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

Hello Fishes,

I am new to the investing world. I have invested some 80k in Nifty fifty index funds. I wanted to increase my investment in other MFs and stocks.

Can you advise how to start it considering short term and long term financial goals.

Short term goals - like for 2-3 years

Long term goals - like for 5-6+ years or more depending upon the performance

I have seen multiple you tube videos but seems to get confused on how to start and which funds to pick.

Thank you!

At a high level, what is a better way to maximize returns?

File all 12 months in NY or
file a few months in PA and remaining months in NY (about 9)

I was in PA for a bit during the pandemic

I have a Fidelity Brokeragelink account for my 401k. Every other year I switch from pre and post tax contributions. My money is spread over 3 ETFs currently. Does anyone know how this is tracked? Say if $100k is traditional 401k and $100k is Roth 401k, but they’re mixed, how can Fidelity track what funds are Roth/traditional? If I’m up 300% in ARKK, how can I or anyone else at fidelity tell if the cost basis was pre or post tax contributions?

How often do people upgrade their house? Is every 3 year too slow?

Newbie Tax filing question, worked for a US employer Jan - July in NJ and then moved and worked for a Canadian employer Sept - Dec. Work permit holder in both countries at the time. What's the best way to file taxes in both countries? Has anyone done this before? Looking for guidance, gotchas, tax filing recommendations...

Which one would you prefer b/w local lender v/s establish financial institution when buying a home?
What are the pros and cons of each?

Started my Roth IRA in 2019 and bought some funds that aren’t doing so well. I want to trade them for an index fund that the majority of my Roth IRA is in. Will I be penalized for “selling” before a certain amount of time? I don’t plan on taking the money out until retirement, just want to reallocate.

What are the best ways of tax exemption

My direct report expensed Cal Bar late fees assessed for reporting MCLE credits late and for paying the bar fee late. It’s around $190 extra. I don’t care about the money (it’s not mine) but I think this is principally wrong to ask the company to cover it. Thoughts on this and how you would communicate it?

Which is good brokerage account for etf and stocks. Can't use robinhood due to restrictions

Do we have to update the tracking and trading with details of like mutual fund, life insurance

Home appraisal came in 30k too low. Seller is an investment group. House was on the market 40 days before offer. What's the chance they sell at appraised value?

What is everyone’s top 1 or 2 favorite books on personal finance? I’m always looking for a new one to bring into the fold of what I’m doing

As we are not frequenting to office and clientsites, anyone plan to return their leased car to save money?

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.

Why is Deloitte’s 401k match do anemic?

Hello! I’m looking for an affordable financial planner based in Boston or available for a remote consultation. I am a professional in their later 20s looking to set up a budgeting plan for myself. Thanks so much!

Anyone have a contrarian opinion on a trend / investment theme going on in the private investing world, particularly tech investing? Feels like everything is painted in the “huge growing market with tons of white space” lens.

Anyone have experience setting up more in-depth analytics for portfolio websites? Any ways to get more information about who is looking at my book? I'm on squarespace. Cheers!

Sinple advise those who are waiting for SA promotion... whatever package u r getting as A you will get only 15% hike for promotion to SA...so it's nt at well worth, Better switch.

Hi All,

I have 4 yrs of exp as full stack developer and my current CTC is 15 lpa and notice period is of 3 months. I got an offer from another firm for 24lpa but they have shared the offer letter of DOJ after 2 months and asked me to negotiate my notice period or look for buyout. What should I do in this case? Should I connect with my current hr to negotiate? Cause I tried convincing the new hr to share the offer letter of DOJ after 3 months but she is not in the favour of that.

URGENT
Hi everyone! My brother recently moved to Pune and is looking for a place to stay. Actually he needs a place to stay for just 1 month. And no PG is providing him a room for 1 month. If anyone knows any such PG or guest house or anything that allows 1 month stay please let me know.
I'll be very thankful to you.

How early is too early to decorate for Christmas? I'm very much in wait until after Thanksgiving camp, but my neighbors have had so much stuff up since November 1st!

How to know if your business is scaleable or not? If I am on the brighter side of things, I naturally feel it’s scaleable but I want to make it scaleable more strategically? Any inputs?

Any PMs from JPMorgan NYC in here? I have a product day next Wednesday and curious what to expect. I know there’s a product case and want to know how to best prepare for it.

Has anyone dealt with stuffing allocation in a non-hedge fund context? It seems even in the HF world the law is fuzzy in using aggregate reverse 704c principles in stuffing allocations. Like, sure, the market is there but no authority really blessed it (other than some Cravath partner’s article in Tax Notes in 2013). If we are talking asset class that isn’t really like marketable securities but might be able to treat it similarly solely by virtue of, say, valuation on a quarterly basis (contd)

Hello! I'm currently a coordinator for a large hospital. Background in workflows, project management and clinical pharmacy. Looking to transition to a healthcare analyst, junior project manager position. Currently finishing up the Google/Coursera Data Analytics course. I haven't had any luck with my current job search. Any suggestions? Companies? Titles to look for?

Like

0Comment
Share

If my lawyer sent a document with my signature on my behalf to the judge/investigator before I was ready for them to and didn’t notify me till several hours later when I asked when the final doc would go be ready for me to review, should I be upset? I was not copied or bcc’d on the email so I feel like this is unacceptable but not sure what lawyers usually do.

Which firms do good actuarial work for cash balance plans?

Hello all. How does everyone who doesn't live directly along a T line commute to work? Do you drive and park at a station and then take the train? Do you bus into work? Do you drive directly into town? I'm relocating to Boston and I'm curious how much I should prioritize living by a train station. Thanks!

IBM delhi giving 10,17,000 and wirpo bangalore giving 950000 .
which to choose for job security .
i heard ibm fires sometime? ? does it right? ? ?

Ok, after an HR screening (and salary requirements) I had 3 interviews. Then HR calls for references and to be “reminded” of salary requirements. All 3 references now contacted. Will I get an offer?

Can anyone anyone help with a salary range for a senior E&S UW. 5 years of experience. Interviewing but don’t want to sell short for my salary expectations.

Question for ex-consulting (esp MBB) folks who landed up at Google - are you happy with the decision you took? Why / why not? I'm an MBB Consultant with an offer for a role in Strat Ops in another country. Also evaluating a similar role in a fast growing, publicly lister SaaS company closer to home - faster growth, more flex to work remotely. Want to understand if consulting folks are happy with Google overall, despite a potentially slower / more open ended growth path.

Opening for a advisor to join an existing vertical team in Columbia SC.

I am a Business Analyst. I have 10 years of working experience in India. In May 2022 I will complete MSc Business Analytics from Maynooth university.
In the past I have lead a team of analyst performing multiple activities like sales analytics, web analytics on Google analytics, I have also worked as a scrum master in certain projects
I have worked with tools like tableau, power BI and now alteryx any suggestions for the job role I should look forward to?

What are some good healthcare/pharmaceutical etfs that you would recommend?

What is everyone's current positions going to the weekend?
Here are mine:
$BA 110p 4/9
$SPY 220p 4/20

12/2 Thread (BC):

What’s the expected impact of the PLTR downgrade by MorganStanley? I want to get in right around $23 but may grab some before it possibly gets there for a long position.

8/12 Thread (General):

BC - do you buy/sell more puts or calls?

I am down $25K on $150K portfolio. Should I cut losses and leave or continue :(

How do you renegotiate your commission rate on TD Ameritrade and it’s platform ThinkOrSwim? Is this requested online or do you have to call in? Does it have a decent success rate? Im at the original .65.

Feeling a large wash out on TSLA is coming. Up on the week on leaked Musk email relating to deliveries. That number came in today at a beat. Bought todays puts when stock at 1208. Looking for 1150. Profit taking is coming. Don’t follow as risk is high.

Any plays on FL (Footlocker) ahead of their earnings report tomorrow?

3/2 - (specific symbols)

SNAP - 5/22 $18p, b/e $16.86

Thoughts on $XPEV?

Uh this could get bad fast if this holds through open. Protect your downside if not already.

How do real estate lenders take cash flow into consideration? For example, typically I would probably only be approved for a $500k loan ($125k comp and $100k for down payment), but if I’m buying a multi-family home and planning to live in a unit and rent the others, will lenders approve a bigger loan?

Thoughts on GILD for a medium term hold?

Put option on Amyris?

Anyone taking profits from UVXY and VXX or still holding?

Anyone bullish AF on CCIV?