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.

Any loan facility available in BOA

Thinking of starting and Only Fans account for extra side money. Don’t know what it would be yet though. Sounds wild but my salary barely covers the cost of living and I’ve been living with school debt. Anyone have one on the side? Serious answers only please!

Left PwC. Where can I inquire about my 401k and get my W-2?

Implications of a PE firm selling and a company bringing on a new investment partner?

Why do you think ETH will flip BTC
What do you think it can become store of value too in the future
Serious answer please

I am exploring job option at RSM. What are 401K and HSA service providers for RSM?

Hi Fishes,

I want to know tax saving options as I am new to it so please let me know in what all options I can invest and save more money. Please help.

Salary : 14 lpa

Hi-I have 120K in cash in HYSA. After keeping emergency fund aside. Still have 75-80K available that I plan to invest. After 401k, HSA, IRA and monthly expenses: we are left with 6K every month. So investing 12K every month in market. My worry is with that rate - it will take us 12-14 months to move the extra 75-80K mentioned above. However do not want to make a bulk move. Any advise how to plan the switch. At present have 60K invested in stocks. Thanks

People worrying today should read books on trading psychology! Not being patronizing- it will help you in the future, not just for investments but for doing better in life!

Anyone buying amzn ahead of earnings today?

NJ Personal Income tax question:
My wife and I file a joint return. We were part time residents in 2020z unfortunately, we both filed our joint tax return. My wife sent via paper and I sent electronically. Any idea what happens now? Can't get ahold of anyone.
To make matters worse - NJ doesn't have a paper part time resident return - so you file a resident and non resident separately. Ours net to a refund but the resident one shows a large amount due and the non resident shows a large cont...

Lease a 2020/2021 car for 3y 10k miles vs buy a used car. What would be cheaper (in those 3 years) all in? (Including insurance,taxes,blah)

Best high yield savings products?

What is the best way to look at historical PE investments? I am hoping to discover new PE firms for networking / sales purposes. Potentially a website specifically that tracks announced PE deals. Thank you!

Any good ideas to keep your day job and start a business that allows for enough freedom to take taxable income from 350k to 0?

Once you have PR is there any restriction on getting a visitor or traveler visa to USA ? Will need to give up my H1B in US when I move full-time to Canada but might need to return to settle estate

I’m maxing out my 401K, traditional IRA and HSA this year and paying for some house improvements. I have about $750K total investments and very close to $2M net worth, but realize that I am behind on investments if I want to do FIRE. I was focused on paying off huge chunks of my mortgage and managed to whittle it down to $75K left. Would you suggest I go ahead and pay that off this year? Or pause and do a mega back door roth instead? I’m mid 40s. Thanks!

What is your take on Vodafone Idea stocks?

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

What diwali gifts/goodies we can expect from cognizant this year?

How do I sell a product which is not required in the market right now but would be really great in the future (software). Having lot of troubles getting meetings

NYC based Managing Director, salary range?

Happy Monday hope some of you are enjoying the day off…😂 I am in need of a budget friendly animation house. $200K range for :30 and :15. Any recommendations? Thanks in advance!

Any consulting companies with offices in the Bay Area feel they have a good in-person work culture? Being able to connect with colleagues matters a lot to me and I’m hoping to hear which companies have a strong and connected community out by SF! :)

Can anyone recommend a good headhunter that has experience in placing agency strategists on the client side (not just agency only)?

anyone know which agencies are hiring strategists? job market is supposed to be hot, but not seeing too many job listings on the usual spots (LI, Indeed, etc)

Brand planners, how much time do you typically get when you’re on a new account writing a brief for a new integrated campaign? Do you find yourself having to negotiate/push back with account folks so you have the time to do it properly? Curious with shortening timelines these days how long you all have to think about a brand brief.

Berger Singerman? Culture, salary, bonus, work, hours, partnership prospects? Any insight appreciated. Thx!

If you're interviewing at a competitor of a firm you used to work at, what are the chances they call your old boss?

PwC people, does vacation negatively impact utilization the same way hitting G&A does?

Did Deloitte disable Spark, the email app?

If I got a manager for employment claims’ position is it hard to pivot to an associate counsel role etc? What do you think the main difference between the two are? Is it a good position for a stepping stone to in house counsel?

Any bcg first rounders heard back today? When was your interview?

Why does insulin in the United States cost 10x what it costs in Canada?

Has anyone successfully sold your gently used clothing for cash on the spot anywhere in Chicagoland? If yes, where? Have a lot of nice stuff that I’m bored of but Poshmark takes too much effort for me and I find consignment stores usually take months until anything sells and then getting your money is a pain. So looking for instant cash. TIA

Guys did you hear the big news???

Platinum Elite here, do you all just ask if any upgrades are available or rely on the front desk agent to upgrade you? I feel like a d-bag asking.

Anyone here in Santa Barbara CA?

When you got so excited for an interview that you show one day earlier.

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

We get paid to be right all the time, to have the answers when other don't. I love being right. It drives me. But it's driving my relationships into the ground. Anyone have any good advice?

Anyone use Hubly and know what it costs?

Anyone discussing protective put options strategies with retail clients?

So the fiduciary rule got tossed yesterday

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

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

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

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

Anyone in the Houston area?

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

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

At what salary point did you feel "content" if ever? At $90k, and I've always figured once I got to $200k I'd be "good" and chill out, thoughts on that?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

How do you know when you are ready to get married?

How do you get comfortable eating alone at a restaurant?

If pitching one stock was old school cold calling, what’s a new school cold call like?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?