How often do you check your personal bank account?

Today I lost out on a house because my offer of $90k over the list price was beat out by another bid. Everyone else having an equally crappy Monday?

do you prioritize maxing out your 401K or investing in something that has a lot more potential to grow like stocks? and why?

How should one properly calculate total comp? Base + bonus + stock options? Should you only include options that vest that year or include the total $ granted that will vest over 4 years?

Are you doing what you thought you would be when you took out your student loans? If so, do you feel like taking out your loans was worth it?

Zscalar . Is ESPP mandatory to choose if mentioned in offer letter?

Does anyone have any suggestions on small side gigs or other ways to make some quick cash for the holidays?

Thinking of buying a house in Atlanta. Not sure if I should wait or not. Interest rates are good but I'm afraid of the possible housing market crash.

Anyone having experience with opening a brokerage account for an organization (single member llc ideally)? I have a question regarding the set up.

Porsche IPO worth buying now amid market and economy turbulence?

I have Moderna calls that expire on October 15 with a strike price of $300. Should I sell before S&P 500 inclusion and buy back in?

Anyone think the federal reserve will end up buying bitcoin to create some stability with the dollar?

Anyone have thoughts on bitclout? Theres a whole lot of VC firms backing it but it has the shittiest UI Ive ever seen

Good morning! What auto insurance do you recommend at Bay Area? Just moved here and my State Farm premium almost doubled. Thanks!

How are you all going about continuing to buy index funds while everything is literally green and I see people doubling their investment in such a short amount of time. Feel as I am missing so much money that could’ve been made. But VOO goes up 1% :///

Question for anyone who may be able to answer.

We are looking to file something like an injunction injunction to stop a property sale. The property is owned by a sister and brother. Brother is deceased so it passed down to his children. The heirs bad no idea the aunt is trying to sell. Can we file some type of injunction?

Could someone recommend a good accountant

Guys, I did my part of losing money. Tell me how I can get out of a 40k debt with this meme coins.. where’s the next pump for a $500?

I have a lot of exposure to big tech and sp500 across my brokerage account and retirement accounts. I recently opened a Roth IRA and have 6k in it to invest. I know the default strategy is to invest in a fund that tracks sp500 but I do that everywhere else regularly. Is there anything else like VYM you recommend? I’m targeting dividend growth ones since it’s a Roth IRA ..

I am having skills of Analytics but not getting job I know Excel and other tools also Power Bi, Google sheets, Google Data Studio, Python, My Sql in learning.

Everyone on my team is leaving the firm. The PPMD who hired me left the firm before my start date, now two seniors have left in the last 2 months. My team will be down to <3 with no manager/SM/PPMD. A Manager/PPMD from a diff. City is going taking our “office” over, so I’ll be the random staff that lives out of state but reports to them. What would you do?

Is Pwc IAC kolkatta the same as PwC SDC.
the HR said the joining in Bangalore SDC bt it shows PwC IAC kolkatta on the offer letter as well as the initial mail that I recieved

I have never been able to find good wings in Manhattan or BK - please someone give me the details

Hi Is our job in danger ? After the quarter results declaration? Has wipro undergone losses? They have kept contract to hire cases on hold as well.why so?

Does anyone know any artist in the NY, NJ area.

I'm doing a private wine tasting and art expo, but one artist can't participate anymore.

Hello everyone, My name is Varun and i work as a product manager with 4 years of experience mainly in fintech startups. Currently based on of Gurgaon. Kindly let me know if there are any openings in your company where i can be referred. Thanks in advance.

Is Estate taxes usually significantly tested on REG? Just wondering since it’s going to get eliminated for exams post July 2021

What’s the high-end base salary one can expect for a commercial SC without an MBA?

What will be consequences of renegotiation of accepted offer by showing counter offer?
Will they revoke it without speaking with the candidate once?

Today was a rough workout. Pretty bummed - hoping tomorrow goes better.

Anyone on straterra? Starting week 4 on it and have not noticed much, but I have zero appreciate and have food aversions. Would be interested to know how people deal with this / if it actually helped? I know it takes some time to see the effects,

Well I learned my lesson. Never work with Wells Fargo. Any good banks I should switch to?

Hi i am supposed to join capgemini tomorrow. Got an email to submit documents as part of virtual onboarding. I have submitted the same and then i got another email stating "ON SUCCESSFUL COMPLETION YOU WILL RECEIVE READY RECKONER EMAIL". any recent joinees who can help me with what this is?

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

Anybody work with local governments on 459 plans? Anything there? Any land mines ?

What is your best practice for taking meeting notes?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

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

Thank you so much.

How do you sell the benefits of managed money to your clients?

Why does everyone hate indexed annuities? Who would turn down the potential of 12% annual returns with a guarantee that they can't lose any money, all for free and even a bonus?

Looking to transfer into a client associate role (unregistered at the moment, but willing to obtain). Currently have ~1.5 YOE in valuation (financial statement analysis, modeling, etc.) I get that those skills could be unrelated to a CSA role, but I think there could be some similarities. Does anyone happen to have a referral or can anyone give DM me some insight into what a CSA role would look like? I appreciate it.

Unusual situation: My client called her advisor for an account held away from me, and asked for her RMD from that firm be aggregated with $2700 RMD which represents her RMD with me. Because she forgot

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

Any recommendations for a CFP self-study program? Looking for something relatively cheap with good practice questions. No need for live classes. Thanks!

What’s the most money that you’ve made in one sale?

I have an attorney who sent me a referral. They have no $, debt, and will receive a small QDRO. Going back and forth between charging little to nothing to treating her like any other referral.

Looking for recommendations of any good non-finance books to pass some of the downtime at home

What the heck does your day look like? I mean really do you do anything anymore other than take client calls and screw around online?

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

Curious, what is your company's paid parental leave policy?

Getting an email saying "variable compensation" may be affected makes me feel like a vampire in a silver mine.

Reading any good books lately? Currently reading Present over Perfect