Hi folks - planning to get into Schwab Private client. Have about 900K in my accounts balance with them. The cost is a minimum $500k under management and 0.8% fee (minimum $4000 annually) with average return of about 5%-6%. Question-

I’m currently making $165K base salary a year and find it hard to leave the money for 2 years of school even though I want to go make new friends and whatnot. Thoughts?

I worked with a Junior AD that skipped college and went straight to portfolio school. I was mad resentful of him at first, mostly because I wish I would have thought of that and saved $100K.

I am a new joinee to CTS . It's going to be a month now and I haven't received my laptop.

I gave one interview for a project and was selected. They assigned me allocation but haven't reached out to me after that.

I am not sure whom to reach out to for any query and to some people whom reached they don't respond with any answer .

What can I do to get a working project as i don't want to sit idle?

Is it true that if your project changes (client and work location changes) you have to file amendment on H1B? Does this apply to L1A also?

Recently joined TCS and hate the project here. Impossible to get a release from the project. I'm okay to quit. How do I break this to my manager?

Thoughts on Transfix? Anyone invested?

Are there any books or other resources that mid levels/seniors/counsel/partners on here have found helpful for the project management / managing junior attorney aspects of your job?

I am not finding a lot of stuff written for lawyers specifically , but there is a lot directed at “managers” in business generally that I imagine could be applicable.

I joined Globant in August End as SD in UI studio..but I m still waiting for project... Is it for everyone 😭

anyone in here strictly.service 401K plans on the independent side? how much can you make on that realistically with a medium size AUM book being currently managed? trying to determine if meetin..

Anyone trade stocks on the side? Not at a day trading level, but not buy-and-hold either...more like aim to hold 5-10 stocks at a time for 1-2 months and earn a decent short-term profit (10-15%).

Currently am working in one of the mnc and for morgan stanley account i am a part of technology and operational risk division. Since my client is morgan stanley good i be able to join morgan stanley? Or there will be any cool off period?

Let's say you work remotely full time in private/group practice. Mental health or Wellness.
What's your maximum client load for a week? 20? 30? ... 10?

Partners, what are signs/examples that a project’s leadership is prioritizing the clients needs over the team beyond the normal ‘nature of client service’? Is a convo is worth it?

Anyone work for VMware who can provide a referral for a Senior Project Manager roles?

I have a team that just completed an audit, on time, on budget, resulting in a happy client which makes me a happy partner!

There is often a lot of negativity on this site, but I just wanted to give

Looking for referral for 14+ years of IT experienced in Java J2EE, Appdynamics, Splunk Solarwinds, Project management, tracking, staffing, scheduling, quality etc in a company that will provide WFH option even after pandemic.

I’m seeing lots of posts about really bad losses. If you trade you’re going to lose money - hopefully not all the time, but many positions will be mistakes. But you need a process to find ideas and manage positions. Two books you should read are “The New Trading for a Livinng” and “The Laws of Trading.” Both look at psychology, process, and risk in different ways that can help you work out your own process. The next 18 months will be much harder than the last 18 - time to start learning.

First time participating in ESPP this last period. I received a heads up email that Morgan Stanley will get in touch to open a broker account, but not heard from MS themselves. Anyone in a similar situation?

Any tips/success stories on getting your firm to retroactively apply their MBA sponsorship program to your student loans? (My firm sponsors current employees. I'm a new employee with a top MBA.)

I had two recruiters today reschedule a meeting. And this is the second time rescheduling. Honesty, not sure what value recruiters bring. Is this common now? Is it hard to have respect for people’s time and their schedule? Reschedule once I can understand. But twice is just stupidity. I hope AI wipes out all bad recruiters who don’t give af. Sorry for the vent. Maybe it’s just my bad luck then.

How likely is it to be staffed on a DD in the ME region? I see they are quite rare and mostly concentrated on a few consulting firms, but would like your opinion

How is utilization calculated? What happens if we are on the bench?

Is it just me or Marriott is actively trying to kill the SPG brand. Have been trying to reach SPG platinum customer service line - 3 attempts so far, each lasting 30 mins, no success yet.

Someone on LinkedIn expressed disappointment about the lack of diversity from the big law firms in TX that were posting pics of their summer associates. A managing partner commented that he thought the post might be about a pic he posted (12/14 SAs were white). He tried to defend this by saying that they had LGBT and socioeconomic diversity. The fact that he recognized that his pic might be part of the problem says it all. Law firms need to do better. Sorry, I just wanted to rant.

How long does it takes for you to feel confident on what you are doing at FDD? Essentially I am not trying to stay at FDD forever but want to make sure that I learn all the necessary skills before I go.

Can you still earn status under the old world requirements if you have not combined? Trying to see if I can score an extra year of plat before I combine but idk if stays will count now, merged or not.

General Perceptions of firms: KPMG - big party-ers Deloitte- a little snobby PwC - arrogant, everything is a competition EY - nothing of note, just there.. What'd I get wrong/right?

Any ACCA students register for an exam using the new website? No combo of dates or locations ever works under 'Add Exam'.

Hi Fishes. What is the nearby pg of EY UBcity office?

Any recs for how to learn how to drive in LA? 😅 Would you recommend driving classes?

How do you deal with ambiguous feedback?

How is it like being part of the Working Capital team? How does the daily work look like for consultants?

Any insight into STB’s tax group?

Anyone from Data and Analytics consulting practice in EY GDS?

Google Cloud,anyone here has an idea of the TC for an L5 Customer Engineer

Are we headed for the long overdue crash/correction - red everywhere 👀

What would you recommend doing with extra cash after max 401k and IRA? Open a brokerage account and continue to invest in the market or diversify into real estate/small business? Total noob btw...

my s.o. and i have a total salary of 210k and we’re 28/25 respectively. her parents ordered a tesla y for 70k and paid off 45k so far. we live in chicago and they are in iowa so they figured it’ll be better use for us to have the car. we’ll pay off the current loan and pay them back the amount they paid throughout the next 8 years interest free. is this even a good deal for us or are we able to get too much car for our age?

Just started my career and looking for advice. Other than putting money into my 401k what opportunities should I be looking at? I live for free so I have a decent amount of money.

Is it possible to consolidate/rollover/manage my HSA investment account in PayFlex to Fidelity? Same thought on ESPP distributions in Morgan Stanley, and 401k in Alight(?) ?

Combined net take-home £8000/month. Wanting to rent for £2300, with additional £300-400 in bills. Don’t want to buy as I will not be here for too long and fear brexit. Is that stretched?

When to sell at a loss?

I’m 26 and have a fair chunk of my NW tied to Cloudflare - a tech stock that I believe has the opportunity to 3x and become a $100b+ company over the long term. Similarly, I have a lot in cloud computing etf - WCLD.

Given short term rotation out of growth stocks, I’m confused on what to do. I think we still have some time before growth stocks bottom out, but do I sell?

I would consider myself a “long only” investor, but am unsure what to do given my lack of diversif

My fiancé and I (ages 30 and 31) are about to buy a house. We would put down 10% for a 835k purchase price. Our combined income is $265k. We both have around 7-10k left in emergency funds (each) and combined about 200k for retirement. Our mortgage is $4,500 a month and we split a car payment for $800. Is this an okay financial decision or should we have bought a cheaper house/saved more?

A very privileged question, but do any of you expect significant inheritance? And if so, how has that affected your retirement planning?

What does your NW breakdown look like ? In my case it is as follows
Home equity: 15%
Investments Stocks/ETFs : 25%
Retirement account: 30 %
Cash: 30%

Have about $200k in savings. Should i move them to a high yield savings account? Popular direct or UFB direct quoting 3.7-3.8% which is not bad. Any other ways to grow? I already have quite a bit more in index funds so don’t want to buy into more stocks

Finally have built up an emergency fund after 2 years of working! I’m looking to move most of it to a high yield savings account (and then start investing, woohoo) but not sure which is the best one or if certain ones have better services etc. I’m looking at Marcus just because it seems to have the best rates right now but any info helps! TIA

Considering adding a REIT index to my lazy portfolio allocation for my 401K and Roth Accounts. Thoughts?

Would you cash out refi a rental property to buy another rental property?

Can someone point me to some material where I can read about profit sharing vs 401k. I get the concept, but I am trying to understand is 10% profit sharing vested over 5 years better than an employee 401k match of 6%?

From my understanding 10% PS is better because it’s just a standard 10% on top of whatever I contribute though it takes 5 years to vest. Does this mean if I leave before 5 years I don’t get any of it?

I have a yearly income of 130k and will rent a 1Br/Studio in Manhattan from 2.4-3k by end of the year. I also have student loans of 28.5k which I intend to pay off in an year or so. Currently, putting in 4% for Roth per pay cycle and maximizing my HSA. I net a monthly income of close to 7k. I intend to save about 3k for the next 3 months in my Marcus Savings Acc and 1.5k from January (reducing it cos my rent doubles) How should I go about planning this and also have some emergency savings?

I've been allocating 100% of my Roth IRA funds to Vanguards target retirement fund 20XX. Should I keep doing this or do I need to start getting into VTI/VOO/VTSAX as everyone in this bowl is so fond of?

Best S&P 500 index funds and ETF’s? Currently have a chunk in VOO

New to trading and investing in equity. Have $200k in equity and $20k in MUNI bonds. How do you plan to diversify?