How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.

What do you think are missing from the personal financial management apps such as emma, yolt, cleo

Is factory-second from Allen Edmond worth buying?

Don’t mix Investment and Insurance.
Buy term insurance in your early age.
Invest mix mode equity and debt .
Ping me for invest and insurance help.
Also get discount price for insurance

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

Any advice in terms of investment to save the maximum tax?

I am curious how Onesource Income tax stacks up against it's competition.

Does anyone have recommendations for an accountant (CPA)? I feel like word-of-mouth is going to be better than all the googling I’ve been doing. I’m open to having an accountant not in the state I live in, but preferably east coast. My last accountant was not great and super unresponsive (Google was not helpful even though they had great reviews...) This year I’m going to need a decent accountant for tax planning purposes as my taxes will be more complicated. Feel free to DM directly

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

I have significant equity in a property (300k+) and maybe another 200k across other properties. I have a decent amount of money in cash and already 200k or so in stocks. Would you consider pulling money through cash out refi and using it? I get nervous for stocks being so high. I have a few properties in pipeline already. How would you suggest using it (if at all).

How do you deal with 401k in the US? Can you withdraw without penalty?

Is it better to have SFH for monthly cash flow or passive MF deals through a private syndicate? Friend told me that you need to have $1.5m invested in MF to generate 60k a year approx but it’s much better than dealing with tenants and maintenance. Just wanted to get peoples thoughts on becoming financially free through these two real estate methods

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!

Any good book recommendations for profitability and performance management for banking industry? Or books on best practices for calculating economic capital?

In your opinion, what’s the best hedge / best buy against rising interest rates?

Can I survive on £26,300/yr in Belfast?

Hi All. What is the best way to allocate 25 Lakh INR in savings into different investments to maximize returns. I recently moved out of India so Tax rebate is not a consideration for me. I already have 6 lakh plus invested in PF and MFs but I want to invest more as my money is getting depreciated in the savings bank account.

I also have an education loan with balance of 7 lakhs which I am planning to repay in lumpsum as there is no tax exemption now.

Hi fishes,
I'm 22 and planning to take a life insurance. I'm comparing all policies and max life seems attractive as it has good claim settlement ratio and less premiums. But there is no office near our area. My worry is that if there is a need to claim in future, it can be done all online by my nominee? Is it recommended to take policy online in any platform(like policybazaar)?
Other options I'm considering are SBI life, HDFC life which offices are available in my locality.
Please guide

Is there any good reason LMND went up $33 in one day?

Desi 🐟 fam - What apps are you using to make payments in India using US credit card?!
I use Wise for money transfers and other payments using debit card but i want to pay with my credit card and wondering if there's an option for that

Hello,I’ve 11 years of experience in hardware verification. I know SV, UVM. How can I change my career field to AIML? Please guide

When you’ve put in a lot of hard-work as a developer on a great project and received the best performance award but compensation has been same since Day 1…and have completed 2 years in the company. Furthermore no signs of compensation going up…Is it the best time to leave or stay? Additionally too many management changes have taken place that everything feels out of place.

How long do SEC background checks usually take for new hires? Is it shorter/longer than the typical USAO/AUSA background check?

What book has changed your life? Looking for personal growth/motivational books for summer

All this talk about firms doing stealth layoffs has me spooked. Any BigLaw firms in Dallas doing this? I’ve noticed some surprising associates leave my firm over the past couple of months and suspect at least some of them were ice-outs…

I don’t understand how someone can lie about loving you for 6 months. We were together for almost a year (broke up a week before our anniversary). I said I love you first and he said it back. I asked for more reassurance last month with saying I love you more often. Now all of a sudden he said he didn’t know if he loved me and that love meant marriage for him. Okay well great thanks for telling me this now, 6 months after it was initially exchanged. I don’t understand how he could do that.

Hey guys… I’m a case worker in child safety and I’m someone who loves being outdoors/dies at a desk all day. I’m hoping to organise that at least once a week I can go to a cafe and catch up on all my case notes that need to go into the system.
So far the only reason I’ve been told no is that “if you do then everyone will want to and then no one will be in the office” … how can I convince them that I work better out of the office and get this freedom & mental break for myself?

Yes, love this!!

I am looking for a job and already on NP. Holding an offer of 23.5 LPA fixed and current CTC is 17 LPA fixed. Am I still under paid? And how much would a realistic target CTC for 9 YOE in .Net Full-stack?

Hi fishes, how Accelirate lnc pune is for Salesforce Developer?

Hi all,
How much time will they take for background verification in Barclays.
Can anyone tell.

Hello All,

I have got an offer from one company with a 32L + 15% variable. Now I got two other offers with 36L. Should I go for it?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Does anyone think there is long-term viability in Cryptos?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

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

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

What time do you get up in the morning?

Anyone use Hubly and know what it costs?

For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

NPR says since Im in quarantine I should try to keep track of something to stay sane, so instead of the market, Im tracking of how many times I step on my sons legos. Today: 2

Anyone knows about the base for chase PCA?

Who has the most exciting plans for the weekend?

What is the salary range for a VP Investment Consultant Private Banking in Zurich? What would be a bonus for a good performer? Thinking about moving to Switzerland.

Have a buddy from college who has a firm in Europe. He wants to expand is looking for someone to run it together. Wife is begging for me to do, but I'd feel pretty uneasy up.

Looking to revamp my marketing strategy, what are some out of the box ways you've advertised?