Have a bud who was a FX trader and now unemployed. Saw him yesterday and he wants to roll over his 401k at abt 800k. Now he has some bad habits so I ignored him but now need to give him an answer.

I have square stock that I bought at 240, do I hold? And what’s everyone’s thoughts on Zoom? Sell or hold?

Quoted a 30 year mortgage, 5% down for a ~600k home for 4% interest no points.

Profile: 250k salary, 800 credit score

Is this any good??

Fathers - how long was your paternity leave when you had your first kid? How did you figure out the "right" amount of time to take off?

Sharks, I recently joined Fractal Bangalore, my hometown is hyderabad.
Can I claim relocation benefits, if yes any tips or tricks to use most out of it.
Thanks in advance

Does 401k count as savings?

Summer so it’s grill season! Looking to retire my old faithful Weber. Anyone try these ceramic/egg grills? Lowest price I saw is like $600 with the name brands almost $1k. Worth the price?

We are a midsized Healthcare provider with around 900 employees. We are in the market for a new HRIS. We want as close to an all in one solution as possible. We currently use a combination if iSolved, iCims, and timestar. Anyone have recommendations?

I’m considering investing into a special purpose vehicle (SVP) that would invest into a first round capital raise for a cannabis saas company...what are some of the key questions I should ask/consider? The company has already received seed capital from a couple big names.

When you guys buy call options - do you usually go with out of the money or in the money and what timeline of expiration? What’s the best play?

healthcare promotion from EM to SM in your firm? trying to calibrate expectations....

So I want to marry a physician (girl) as they make good money so I get a good life plus decent retirement. Is it selfish to marry someone for money???

Seeking feedback on GAP insurance. I had a family member who purchased a car in June or July. They were in an accident last week and it sounds like the car will be declared a total loss. Never dealt with this before, so wanted to ask if anyone has ever had an instance where the insurance didn't cover the outstanding balance of the loan and the insured then owed money? Car was $35k, $7k down, finance $28k. Gap insurance is through lender, not auto insurer.

Any info on the agency Heartbeat in NY?

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

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

My boyfriend and I make 200K combined and live in NJ. We have $1000 in monthly car payments combined. That’s all we owe. Our credit scores are in the 800s. We have 50K to put down on a home. We have done the math and I know we can afford much more but he doesn’t want to buy more than a 400K home. I’m almost positive we can afford 500K and be more than ok. But then he starts to talk about how much kids cost and how we will be house poor and we won’t be able to afford kids. 🤔 Am I insane??

At what income level should one be comfortable to spend 2400/mo on rent in HCOL? Assuming single, no kids, no debt or major expenses.

Does LTA and phone allowance are processed each month as a taxable income if we do not produce the bills ?

Finished Stern interview and think I have a good shot of getting in. Trying to determine if 200k is worth it for an EMBA? The debt scares the shit out of me. Thoughts?

Am I wrong that physicians are the millennial snowflakes of the healthcare industry?

I am looking for associate consultant profile in HCL. Can any one refer me to similar profiles in HCL.

Best consulting firms for the retail and CPG industries?

How's HSBC in Coforge?
For 6+ yoe, mainframe developer
Hyderabad

Work culture, Job security, Bench policies?

God that first sip of coffee really slaps.

Platinum AF just posted. First time it’s come in at $695. That’s a losing position for me this year, I think. Anyone have luck getting it back down to $550?

Let’s kick things off! What practice area and firm type are people at?

“HBO announced that the first episode of its Game of Thrones spinoff House of the Dragon recorded the network’s biggest premiere of all time, recording 9.986 million viewers across linear and HBO Max streaming on Sunday night in the US alone.”

Not surprised.

Hello Sharks
I joined Barclays on 21st March.
I heard that salary day in Barclays is 24th, so will I recieve salary this month or will it come next month only.

How do you report your CPE credits to the state board? I know firms usually have a tracking system, will they automatically be sent to the state boards or something? And what do I need to do if I leave the firm?

Are there any tax professionals out there that are willing to tell me what and how they are charging for ERC filings?

Few tips to improve your visual design skills

- Learn Typography: Typography is essential because 60-70% of user interfaces are about written content displayed in a meaningful way.

- Learn Layout and Composition: You don’t need to be pixel perfect, but if you place labels 10px above inputs, you must do that consistently across your whole design.

- Learn Color: Color doesn't need to be complex. Understand how colors interact with each other and learn how color can set moods.

Any vaccancies in supply chain management / procurement ?

Experience 4.5 years
E2E vendor Management

Are there any internships for recent graduates? If so can someone point me in the right direction? I just graduated with a bachelors in business administration with a concentration in social media marketing.

Kab tak aayega yaar yeh appraisal

I got feedback from my manager telling me that I should always have an opinion, which is very hard in group settings, esp. when people are talking about a topic unrelated to my module. Any thoughts ?

How do you handle the next day after being up until 4am the night before on a deal? My other deal teams don’t know I was up so late, but obviously I’m going to be much slower in the morning. It sounds whiny to say “sorry for the delay I was up all night” when everyone else is also so busy...

Anyone from the strategy & transaction team @EY-P willing to chat about culture, pay etc? Specifically for director position.

I've already had three work-related heart attacks today

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

What's driving you to work so hard?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Anyone in the Houston area?

Best music/audio to listen to while working?

How do you feel right now 1-10? Why?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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!

Recruitment Referral Incentives - Looking to see what other firms are doing as rep referral incentives, many of our advisors are sending us referrals and want to show some sort of financial gratitude.

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

I'm looking into the option of putting together a seminar. Does anyone know if wholesalers help cover mailings? Wheres the best place to get a mailing list for target audience?

Who has a Non-disclosure Agreement in their employment agreement and/or contract & are you concerned about it?

Should people be fired for lack of people skills?