I bought some ETFs in early Feb 2020 before the pandemic began. Bad timing. Have been on the -ve side since then. As the markets are up from the past few days, would it be a good idea to sell now?

I’ve been trading options all year on Robinhood. Also have long term equity holds bought over last 2 years. Is there a simple way to see my realized gains or loss for the year? I know the paper value, but not sure what has been resized. I do 10 trades a week so would be miserable to try to add up. Thanks!

Any requests that Amex Platinum concierge has been successful with? Shitty experience with mine so far

Hi folks,
What do you show as investment proof if investment is to be done at a future date? I have a life insurance whose premium is due in March. What can I submit now as proof for this declaration?

What’s happening with $GHIV today? Took someone’s recommendation to buy a couple options and I’m +50% out of nowhere. Wasn’t expecting this to kick in until closer to the January merger date. Keep holding?

Anyone invested in JEPI? Was thinking of adding it to my port

Is now a “good time” to be purchasing more shares of mutual funds I like? Every time I check the price it’s almost at its 52-week high so I’m concerned about “buying high” but also don’t want so much cash sitting in my savings account 🤦🏻‍♀️ help!

I’m in real estate tax group and looking for good books about RE fund/investments/accounting during non busy season. Any recommendations? Thanks!

How should I potentially think about staying in the US and working here for tech companies in Bay Area Vs going back to work for Indian startups in Bangalore?

Context: 29 Years old, unmarried, Currently at Big4 in a Strategy role, 5 years on H1B remaining, no loan

Anyone need a HYSA (Marcus) account referral ? Wanna get the high interest!

Is now the best time to get a deal on a new smart TV, or given the looming 2023 recession, are prices bound to dip even further next year?

Straw poll: % of gold in your portfolios. If you have, any plans to sell? If not, any plans to buy?

Looking to sale majority of my holdings in next bear market rally. Does folks who do tech analysis think we have started one from Friday. Want to sale as much before we get another brutal sale-off before mid terms.

Due to a family situation we are looking to move to a different state. Normally we would sell our current home and buy a new home in our new location. However, with todays prices and interest, will it make more sense to rent out our current home and rent a home ourselves vs. selling and buying immediately when we move? We are moving from Vegas to Sacramento and we are not sure how long we would stay in the new area. Thoughts?

Which stock broker is good to choose between fidelity investments vs Morgan Stanley to get Amazon rsu.

An Amazon employees working from Amazon India.

Is this the official Amex Fishbowl?

What am I supposed to do with a firms mandatory pension notice? $6B... okay, seems good 🤷🏻‍♀️

Or am I supposed to actually pay attention to something specific in the notice?

If you were to receive shares in a small s-corp or ownership in a partnership due to sweat equity. Would you get basis in the ownership you get?

I have approx. $1M inherited wealth and looking for some investment ideas for easy liquidation options. Ideas ?

Looking to enter provider-side consulting. I used to work in financial services management consulting and went back to school for premed in preparation for medical school. Now I'm looking to get back into the market.

Any tips for employment in the current market?

Passed the GCP Professional Architect exam earlier today, can’t understate how helpful Linux Academy was for overall preparation. Highly recommend.

Are you doing cold reach outs? Working only known connections? Or employing an automated marketing system? How you getting bid opportunities? We work connections and a lot of cold reach outs. Trying to get automated marketing of some type up and running.

I created a macro to help me save time on this onetime task and now whenever I open my excel, a blank excel opens with the name of the macro. How do I get rid of it?

I’ve been in public accounting for about 6 years and I feel like I need a certification. The CPA is not happening. What would be the most valuable CIA , CFE , CMA of CISA?

How abut the job security and appraisal in BNY chennai . When is the appraisal cycle ??? And what is the maximum % they provide .

Am I crazy for trying to plan my engagement around Jewish holidays? I want my wedding to be in the fall

Who’s working on projects connected to oil off the coast of Guyana? Looking to get involved

My joining is tomorrow and I still haven't received any meeting invite or onboarding details.

Its weird that EY is calling themselves providing exceptional experiences, but keep sending Return to Office email on Friday and ruin our mood. What leadership is gonna achieve by sacrificing employee flexibilities and spoiling their happiness, it can ultimately lead to resignation and loss of great talents.

I have joined GDS as Consultant on 15 June 2022, Would i be eligible for hike as i am joining before FY end?

Is 21.3L fixed a good offer for Devops engineer with 7.5yoe?

Any travel recommendations in December?

My fellow teammate doesn't know what Nutella is!
It's tough not to judge people sometimes.. 🙄

What are the best consulting companies in the US focused on Sustainability, either Strategy or Ops?

What do you think is a good % of your income to save? I hear stories of people not contributing to a 401k, not saving or investing, and just spending it all. Curious what the general consensus on this is

I lost money in my post tax 401k. When i roll over post tax 401k to Roth IRA, do I get a tax credit for the loss?

Anyone at KPMG Strategy willing to refer a recent MBA grad (May 2022)?

Marine NCO 5 yrs
Retail 6 yrs
Oil & Gas (engineering and construction) 8 yrs
Consulting 0.5 yr

CFA or CAIA?

What’s the best online course to raise GMAT Verbal score? Have ~2 months until test date and am currently scoring 36.

PwC fish: how can I do an in-service transfer of my after-tax 401k contributions to my Roth IRA? I was planning to roll them over after I leave the firm but saw in other thread that we allow in-servic

Wife is setting up her 401k through Deloitte (via vanguard). What are the most aggressive allocation options?

First baby, already saving in a 529 and UTMA Brokerage for him, what else can be done? Open to ideas on how to best set him up for future success - at least financially

House flip question

Hey all newbie here. My husband and I are living that Double Income No Kid life wanting to (Financial Independence) Retire Early.

Both in tech in the Bay Area. I’m in Arizona visiting family and am thinking of an investment property. Does anyone have a book/course/video that they personally have used and recommend for flipping houses? I want to do some research there’s a lot of content out there.
Thanks a bunch!

I have $100K liquid cash over and above maxing out 401K, HSA, College fund, investments in Index funds and emergency fund. I plan to leave $25K for contingency. Of the $75K is it wise if I purchase I bonds worth $30K (myself, spouse, kid)? Current combined rate is 9.62 Does anyone foresee the interest rate drastically reducing? I don’t intend to cash them out before 5 years.

Is now a “good time” to be purchasing more shares of mutual funds I like? Every time I check the price it’s almost at its 52-week high so I’m concerned about “buying high” but also don’t want so much cash sitting in my savings account 🤦🏻‍♀️ help!

Does anyone put money into CDs anymore?

Straw poll: % of gold in your portfolios. If you have, any plans to sell? If not, any plans to buy?

Looking to sale majority of my holdings in next bear market rally. Does folks who do tech analysis think we have started one from Friday. Want to sale as much before we get another brutal sale-off before mid terms.

Is rocket mortgage good? Please help!

My dream is to be a full time property investor (buy, renovate, build, sell, rent etc). I’m saving to buy my first property to fix up. Anyone have any tips to get started?

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

I currently have both of my retirement IRAs in SPY (Roth & Traditional). I rarely ever see anyone here invested in SPY, it's usually a vanguard fund like VOO, VTI, VXX etc. What's you're reasoning behind that, and alternatively if you're in SPY, why?

how are you prepping for the recession? gold, Bitcoin, booze, water? I'm approaching it with a "all the above" attitude

Who’s bought long term care insurance? On your own vs through employer, and what type of policy? At what age?

What are the key low fee index funds I should look at? For the US Domestic markets. I am not looking to beat the overall market but at the very least match it.

I’m 26 and have ~40k sitting in my savings account. Annual income 140k. Maxing out 401k. No debt. Planning to invest 25k but don’t know where to start. Should I get a wealth manager? What is the best way to approach this?

So student loans aren’t being forgiven this year…right? I think it’s time I open the flood gates and dump all I’ve been saving towards my loans. Or should I leave 10k in hopes of forgiveness later on?