I have a prospect who is a US resident living in Canada on a temporary work visa. They are being told by their advisor that they must liquidate all their accounts (brokerage, IRA, and 529). ...

What credit card to you recommend pairing well with chase sapphire preferred for maximizing redemption? Pretty new to points and def don’t know a lot! I’m considering one of the Marriott cards bc we love Marriott or an Amex one! Any ideas appreciated 🤗 TIA!!

Alright, who’s going to short GameStop? +80% in intraday trading, +600% as of 2021. Per WSJ - the bull rally is fueled by individual investors encouraging each other to buy the stock.

Anyone have specific financial goals they're willing to share and how to get there? I'm 30 yo, l10 and $$ gives me anxiety. Currently making ~$95k with $30k in brokerage and $30k 401k. Or, tips for not stressing out that I'll be broke in retirement? Should I make a lateral move out at some point and target a $250k salary by X age?

How’s the rental market in denver right now? am looking for 1.2k 1bd where it’s walking or biking distance to restaurants, shops. doable?

Any recommendation on books that discusses cryptocurrency? I am reading Vigna The Age of Cryptocurrency now, but is there any other book that discusses more extensively on one of the fintech(e.g. Smart Contracts)?

I’d like to hear your choice on below options:
PIT defense (up against JAC)
or
MIA defense (up against DEN)

Dionte Johnson or Chase Claypool or Robbie Anderson?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

Hi

I will be expecting a offer soon ,will be moving along with my family can my spouse work in poland as a dependent visa holder or spouse need to find a employer who sponsor visa like my case?

Currently on H1B. Trying to decide if I should pursue full-time MBA, or get part-time MBA while working. Just got MBB offer with 30% salary increase. Both MBA programs are top 10.

Recommendations on how to simultaneously pay off student loans and invest?

What to do if you haven’t heard from the embassy for 75 days. They have my passport. I came in for my H1B interview, VO told me it’s approved and I shall have my passport in 5 days. It’s in AP cont.

Is it normal in Amex that managers (leaders) are arrogant and doesn’t give a damn? Or is it just me with a sheer bad luck!

What do most people invest in for their Roth IRA portfolio? I’ve heard target funds and ETF’s..which one is better?

Are y’all waiting to do a mega backdoor Roth to see what they do about build back better this year or just moving forward with it?

Recently received notice from landlord rent is going up ~20%. For reference, it is privately owned condo and did not sign at a COVID discounted rate. Super frustrated. What are others seeing for rent increases?

Immigration lawyers had sent me a questionnaire to fill out for Manager PERM. They now just came back saying that they need to assess me for a different position. Anyone else experience this? I wonder if this means they’ll now just file a Senior Perm instead? Asked them but they’re not very responsive.

Roughly, what is your net worth allocation? 401k/ after tax brokerage account/Cash/Real state equity /etc?

Does anyone know the criteria used to determine who is selected to be laid off due to COVID?

My startup suddenly decided to close its India branch and they have given me 1 month to find a new job.

I am looking for a job as a Frontend (React) Developer. Do let me know if there are any openings for me. If you guys can refer me that would be awesome.

My Details : Frontend Developer - React.js,
Exp : 1.5 years.
Notice Period : 1 month

User experience mgr salary? I support six product teams and eight reports. 20+ years experience

Hello I am looking to pivot careers. I’ve worked in warehousing, shipping and logistics my entire life. I don’t have much experience else where. How do I find the right move to make?

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?

Freelance social media managers: how to you charge for your services? What deliverables are included? What’s your rate?

Has anyone taking ADHD medication been able to secure life insurance? Am particularly interested in knowing of any company that provides Accelerated Approval under these circumstances.

What’s your take on Lydecker? What is the culture? Market salary? Expectation on billable hours? Mentorship? Etc.?

Hello everyone,
Please help me with 11 likes, so that I can communicate for refferal.

Thanks!

I feel like there are more people engaging on professional networking platforms (like this one) right now. I'm wondering what will happen when all goes back to normal. Do you think people will still stay this connected?

I finally was able to convince my principal that we need a consistent math intervention at the MS level (grades 5-8). (Right now, we are just "doing our own thing," which isn't helping students progress much.) Does anyone have any suggestions? It would be beneficial to have some sort of progress monitoring tool as part of the program, if possible. Our classes run roughly 55 minutes (which is too long for an intervention, in my humble opinion).

Thanks for any advice.

Best books you read this year that aren’t about sales, marketing or prospecting?

Should people be fired for lack of people skills?

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

I just finished the book I was reading. What should I read next?

What are some good networking clubs, organizations, or groups to get involved in?

Sometimes I feel like I am a drone that just works all the time and I have no friends.

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Best coaching company to help focus on client service model and bringing in new assets?

Anyone working at Barclays Wealth Management in the UK?

Anyone ever feel lonely at work? As in, you still talk and all, but still don’t feel close to people and feel distant.

What are some of your “schooling the client” moments?

Anyone familiar with the payout structure at PNC Financial?

Let's talk comp. If you brought in 1000$ in GDC, what would your payout be on that, and which firm are you at?

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

Has anyone used Smart Asset for lead generation?