For those who've gone Indy, how do you handle employee trading? From what I can tell, there is a great spectrum with how lax or restrictive a firm can get

I’m 36 and I recently reached a net worth of 1 million dollars. I thought I was doing good but then I see other people with several millions and can’t help but wonder how they got there.
I feel I’m doing everything I’m supposed to (I save, I invest, I max out my 401k, IRA, etc...).

What can I do to upgrade my game and reach those higher numbers?

Recently received 30k and wondering what to do with it. Not yet a homeowner but also not sure if we’re ready to buy anyways. Have a young baby. Any advice on how to figure out best use?

I am joining JPM as a VP. Which brokerage accounts are permitted at JP for personal trading?

I recently joined citi. I have been given choice for to select superannuation as 13% of BS or 12500/- monthly or zero.

This is one time selection and not reversible.

I am already investing 1.5 lakh in 80C through SIP and EPF.

I need more detail about superannuation and is it beneficial or not?

Also is there any retirement age in IT field 🤔 (or in citi)?

Wishing PDX had a bigger ad scene so I can relocate 😩 I love this city

Who does your taxes? Need a recommend. Thanks.

Is anyone familiar with the office culture at McKinsey in CLT? Interested in learning more

I started working recently. I got my semi monthly pay recently and I use all of the semi monthly pay(not including 401k and IRA) for rent. (So 50% in total) Is that too much? Starting salary is pretty bad in here.

Congrats to W+K on winning Visa creative strategy (thanks AdWeek for the news 👀)! I saw they are leading the account out of PDX office. Anyone in the know if they’ll be hiring not just for the new win but in general?

I contribute 10% of my paycheck to my employee share purchase plan. Is this smart to do given the tax repercussions behind it? Is it smarter to invest less in that and more in my Roth or 401k?

In case anyone needs help with their Tax returns, please feel free to DM me.

Anyone with a leased car move from NJ to other states? If yes, could you please help me understand the process to get sales tax refund from NJ? Thanks in advance!

What are some of the investing must-reads that you'd recommend?

Are you a “Prodigious Accumulator of Wealth”?

N = 10% x (Your Age) x (Your Salary)

If your net worth is 0.5N or less then you are an under accumulator; around 1.0N then you average; 2.0N or greater then you are prodigious.

This is the millionaire next door formula.

Is Bitcoin about to fall below 30k or rally back above 40k. Vote below 🔮

Anyone willing to share what assets they're investing in with the extra money from being overemployed?

Have an acquaintance who is a single mom; she purchased a used car 3 mos ago. Six wks later her 17yo wrecked it, air bags deployed, and estimates have ranged between $10-$18k in needed repairs while $21k is still owed. Acquaintance was switching insurance policies and flubbed the coverage dates and there were a few days where the vehicle was uninsured. No GAP insurance. I'm not seeing many options for her besides to continue pmts, fixing just enough to drive or voluntary repo. Thoughts?

How do i start investing in stocks? Any tips/sites or apps?

About to start traveling and would like to build up points with an airline....who would you suggest between delta & AA?

Simultaneously leading a Logfire and an EBS WMS project. Pray for me.

SVP group client partner in NYC, Health agency. What do I ask for?

Hi friends! Anyone looking to sublet an apartment (preferably 1BR) anytime between beginning of September and end of October for a month? I wanna do “trial” month in NYC with a friend - we are both tied to our jobs/other commitments in DC for another year, but would love to experience the city. Thank you!

Recruiter or recruiting firm suggestions when looking for an Art Director position in LA at a creative ad agency?

Hi Fishies,
Can you please comment on aspects like wlb, learning in hsbc client at Virtusa? I have been offered QA lead position.

Anyone working in Cloud in Hexaware? How is the work culture and WLB?
Do they have good projects in cloud?

How is everyone doing with the current situation?

“Those glasses don’t make you look younger, they make you look older—but slightly more cool.”

🥺

Anyone own a small business that doesn’t require a physical space? Should you have a separate business number or is it fine to use personal number?

I'm having a hard time getting my team to accept that I'm the boss. They keep trying to tell me what to do, and it's really starting to get on my nerves.

Thoughts on ARKF?

Bounce tomorrow/Tuesday then going short with oct expirations

Has anyone built an emergent learning group in your consultancy or company that focuses on reflection, feedback, problems of practice... But amongst designers staffed on different projects/clients? How did you structure it? How did you maintain it?

And there goes GIO's chance at the Haas F1 seat

What’s your worst proposal writing experience?

@admin
please change the bowl name to 'Getlikesbowl'

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

At which point in your career did you stop being really nervous leading/presenting at important meetings or does it never go away...

Anyone in the Houston area?

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

How do you get comfortable eating alone at a restaurant?

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.

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

What has been the shadiest thing someone has done to you at work?

My team(over $2mm in revenue and $250mm in AUM) is exploring the RIA space. Any insights from similar former wirehouse teams who have already made the move, or teams considering going RIA? Many thanks

I do not prospect. I open accounts while slamming a revolving door.

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

How do you set boundaries at work?

Really curious, what percentage of your clientele is friends/family?

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

I dread thinking about work and feel drained from my job. What are some good tips to keep up the focus and productivity? I want to become more efficient to not feel this way.....

Everyone has a different perspective on this but would love to hear yours. Someone has debt ranging say 4-5% interest rates. Do you attack debt more then investing to move towards a debt free life or do you go after investments since they return historically above that then paying down closer towards retirement. I know the latter looks better on paper but what about the psychological factors of being debt free and the guaranteed return on interest savings.

What’s a topic you know a surprising amount about?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.