I really need to consolidate accounts. I have schwab (ETFs), robinhood(individual stocks), Coinbase pro, morganstanley (ESPP), and alight (401k) for investments.
Chase (joint), Wells Fargo (personal), capital one (e fund and rental accounts) for banking. I also need to open and manage an inherited IRA. How best can I reduce the accounts I have, but still get the simplicity of robinhood and safety of a co like vanguard.

Upload button in etax is not working for me. I am not able to upload any tax proofs because of the same. Anyone else facing the same issue?

Moving to atl- what are typical 1x1 rent prices?

Anyone have a contrarian opinion on a trend / investment theme going on in the private investing world, particularly tech investing? Feels like everything is painted in the “huge growing market with tons of white space” lens.

Does EY provide tuition reimbursement / MBA sponsorship? I know Deloitte has GSAP, but I wasn’t sure if EY has something similar. If so, what are the requirements?

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

Hi looking for referrals for careers in analytics at JP Morgan chase. I saw a lot of openings being posted on job boards.

Current role:Advanced analytics Analyst(Marketing Analytics)
YOE: 3 years

First travel project. What are the most valuable airline points to accumulate? How can I maximize my travel points (hertz, Marriott, air, csr) to be redeemed for free flights?

Need help looking for a 1 bd, I’ve tried domu/Zillow but none of the options are appealing. Should I be using a realtor?

Budget: $1,200
Areas of interest: LP, Lakeview, Wicker Park, Old Town, Streeterville, West Loop, River North

Does MS provide any reimbursement for WFH setup ?
If someone does not have a personal laptop/desktop, does MS provide a laptop for WFH ?

Hi everyone! Looking for some advice on my side hustle. I’m running an e-commerce store selling primarily home decor, and I wanted to get some honest feedback & suggestions on the site to see what I can improve for better conversions. I’ll leave the link in a comment for anyone who would like to take a look.

How do you earn $500k and still feel average?

Hey Fish Fam! I wanted your advise on where to invest in property? US or India? Can you please help me with pros and cons of both?

I’ve been thinking about getting into real estate investing. Not right now but later down the road. I’ve been trying to save up for a down payment. What are some good resources for a beginner? Blogs, YouTube, books etc I’m not looking for paid courses because I will be learning at a slow pace. Any help will be appreciated.

Hi Guys, I am notice period with 30 days remaining, having 12+ exp in java, spring boot, microservices. Need the reference for applying to major banks like Credit Suisse, Master card, Barclays, Citi, Deutsche, BOA, JP Morgan etc..
Kindly help...

Is Canada visa initiated for anyone in TCS

Is there some specific time when visa will be initiated for Canada

Anyone here familiar with the medical records field reviewer positions at Change Healthcare? Looking to get a little more info on schedule, workload, and pay specifically. TIA!

How is the HSBC project at Capco with respect to WLB and work? And what are some good employee benefits that Capco offers better than others. And also benefits that Capco does not offer but most other companies do?

Anyone in Kearney’s healthcare practice open to chatting?

If you are on short term disability during a firm holiday, will you still accrue those days and can use them as paid time off?

Do you have to know some within AmerisourceBergen to work for them? I feel like I have tried 5 times to work for them and nothing has happened.

Is coinbase remote or in office?

Any suggestions on resources for corporate contract drafting? I have been largely responsible for employment matters and basic contracts. Starting to work on buy/sell of goods and services; not huge but also not employment agreements. Looking for refreshers... been a while since law school and the bar. Thanks

My boss is asking me to “reconsider” the way I approach a client… I am in charge of this annoying corporate maintenance thing that we do for a client (I.e., making board of directors meeting to comply with some regulatory reporting required. I always end up missing deadlines. How would you reply?

NEXT MOVEMENT: PUT AN END TO UNPAID EXTRA HOURS!

How is job security, work life balance & work culture with CapGemini Invent?

Hi Fishers,

What is the best time of the year to be in the notice period?

I mean what is the time of the year where requirements in most of the companies are at pick?

Like in Dec and March you will see less requirement due to Christmas and financial year ending. Similar what is the best period?

Because in my previous switch, 15 days were wasted due to Christmas and in March lot of requirements went on hold due to financial year ending.

Thanks

I know the place where everyone can find Royal Oak. Location below:

Trying to open an account on TreasuryDirect to buy i bonds, and I am required to get an authorized certifying officer to sign a form to complete the process to open an account. Anyone know what that is? I went to my bank and asked, they don’t think they can sign it 🧐

What is the difference between Google Cloud Engineer ML and Google SWE ML role? What is the expected career growth of Google Cloud Engineer ML role within Google and outside Of it? As I understand Google cloud engineer role is not part of product & engineering team.

How to get into Human Resources with a Master Degree in Psychological Organization Leadership

Are most of you guys based in the city or in Canary Wharf? Interested in a Fishbowl pub gathering?

Best to Worst in terms of work-life balance: Tech Trans, M&A or Capital Markets? (California if that makes a difference)

Completed HR round 10 days ago but no offer or updates yet. Still.showing in process. Is the delay due to Easter holidays?

I am trying to justify house buying in HCOL city. The house cost is minimum 1.4m .monthly mortgage would be at least 7k(with just around 2k principal) rest goes to either int,tax. Not to mention regular house maintenance. How is it better than 3.5k rental. I understand appreciation and own house independence. But I am just trying to make numbers work.

How does one decide whether to buy in a normal brokerage account vs. Roth IRA?

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

Whats the benefit of a roth ira vs an individual brokerage account?

Anyone have experience with or recs for a good moving / shipping company? Trying to gauge typical cost, have about 5 furniture items to ship between states (7h driving distance) and would like them to load / unload. Thanks!

Started my Roth IRA in 2019 and bought some funds that aren’t doing so well. I want to trade them for an index fund that the majority of my Roth IRA is in. Will I be penalized for “selling” before a certain amount of time? I don’t plan on taking the money out until retirement, just want to reallocate.

Investing newbie here: pros cons of getting a rental property vs investing in stocks?

Using Robinhood to do some day trading. Bought a share of Amazon a few months back and have almost 30% ROI. Should I sell? It seems like it is too high right now and the bottom could fall any moment.

Need help on how to invest. We are positioned to pay off our house later this year. Expect to work for another ~20 years. 401k fully funded and have some company stock investments maturing over the next few years, but no investments outside of that. Kids have a prepaid college plan for certain schools. Emergency fund is solid. Where should I look to start investing? I have fidelity for my 401k, would they be good to open a taxable investment account with, or are there better options?

I don’t get it: Why would anyone invest, for example, in a 6% dividend yield etf with a 0.50% ER (ie EMHY) instead of a 9% dividend yield etf with a 2.5 ER (ie YYY)? Wouldn’t you still be getting better results with the expensive one?

I’m a newb and trying to actively learn about how to better invest my $. I have about $15K in robinhood right now and have another $70K or so in my savings account that I would like to invest most of. I have my 401K with Vanguard, should I open a new account with them or use a different platform like Charles Schwab? Any advice is appreciated, TIA!

$530k HHI, $250k cash on hand, $1.2M investments/retirement. Plan to buy $800-900k house as our first home, but thinking of the best approach given rates today. My thinking is that we (i) put $200k+ down and get a 5/1 ARM. (ii) put everything we save moving forward toward paying down the principal (after maximizing retirement accounts). Should be able to do $100k per year. (iii) If rates go down below 4.5ish % for 15 year fixed, refinance and stop aggressive payment. Thoughts on this approach?

SO and I are debating contributing to 401k this year since the rate of return is around -11% on our portfolios this year. I believe it would be better off saving the cash in my account.

I'm thinking of contributing again when/if the market picks up next year. Thoughts?

My wife reads nearly an entire book per day just in her spare time after work, no exaggeration. I’m amazed by her and wondering what ideas are out there to monetize her skill? Book editing maybe?

Random question - My dad took a whole life insurance policy for me when I was 15. Although the policy relates to me, the name of the policyholder is my dad and I would like to change it to me but keep the same beneficiaries. Is it possible to transfer from him to me? (This policy relates to my death btw)

My company matches 3%. Is that low or on par?

Thoughts on Lockheed? Dropped lower than it's been in a while. Think it's a good time to buy?

Can anyone recommend good investment options in Bank of America HSA account? I feel their funds are very limited compared to what I have seen from 401k and IRA. Anyone recommends your HSA account?

What are the best platforms for investing in startups as a non-accredited investor? (E.g., pursuant to the JOBS Act and CF regulation)

considering betting a ton of money on tomorrow’s elections via “predict it”, as an emotional hedge. is this a stupid idea or a genius idea