I received an unsolicited call from our local Fidelity branch today. They wanted to set up a call to discuss how their branch can “provide support” for my accounts. Being skeptical of the wealth industry, I asked chat gpt what Fidelity’s incentives are. It indicated Fidelity likely wants to move me into fee based advisory services. Is there any advantage to this for clients? I’m 42 with 700k split equally between retirement and a brokerage account, all index funds.

Pro tip I wish I received: when lateraling back up your phone before leaving so you don’t lose it’s contents when your previous firm remote-factory resets the device.

What are exits for tech transfer? Have an opportunity, but idk if I want to work for university commercialization offices for the rest of my life

Looking for advice! I was approved to work remotely but my salary will decrease 10%. I received two raises so the decrease brings me down to my previous salary. I was told that it’s due to the cost of labor in the area.

I’ve been with my company for 8+ yrs, I love my manager and the work I do (engagement, recognition, & wellness programs) but I feel like I’m limiting myself since I have the experience, an HRM degree, and SHRM-CP credentials.

Should I apply for roles outside the company?

I’ve just passed the final interview for a Business Development Manager position for SaltPay, UK. Does anyone know of the commission structure, KPI’s etc to expect? We didn’t get a chance to discuss it in my other interviews (it’s been a very quick process) . Would love to hear any insights you might have in the company. Thanks!

Starting a new job as a Merchandising Coordinator for a large food/sales company soon… no experience in merchandising, just customer service. Any advice???

Hi Fishes, Has anyone attended MAKE MY TRIP interview on the QA Automation side recently ? what kind of questions are being asked, any idea would be a great help

Does anyone have a go-to "odd" or unconventional question you like to ask candidates to keep them on their toes or see how they react when put on the spot?

What is a good hourly amount to ask for as a PRN social worker/therapist in the DC area?

To ZSers who got onsite: How to get onsite opportunities as BTSA?

Is it worth doing MBA for breadth of knowledge and brand network if you already have 30LPA Ctc

I'm resistant because avg iim package is 25lpa. Please suggest (opportunity cost is also high -ie 2 years plus fees investment)

How to ask for a raise when you have more responsibility ?
Is it normal for people to ask for a raise when more responsibility/task fall under them? My company is going through separation and unfortunately my team is the one getting separated, I have to take on responsibility of another 3 people and continue to deliver the same after separation… how will you start this conversation with your manager ? Thanks in advance.

What is Bain’s I&D group like?

Have a 2/15 call on ghiv. Tanking today, drop it?

I Know this is a long shot, but does anyone here have exp with Meta’s Rotational product manager role? Extremely interested and know I fit the criteria just want to know how to display that to interviewers and recruiters for the upcoming applications this summer. Looking to chat about expectations, ways to stand out , referrals and etc.. any info helps! TIA Guys!

Got an offer from Comcast. Can anyone explain work culture, employee perks, variable pay settlement, job security, average hike percentage, learning scope in Comcast

I’m gonna short the shit the out of Peloton, hopefully will get rich enough to buy one

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?

This is a post to reach out to Indian professionals working in US. How do you feel about investments in India vs Investments in the United States, all inclusive - real estates and stocks ETFs
TIA

Is there any website to get a template for decent/basic contracts (i.e. leases, purchase agreements, partnership agreements)? I want a base to start, without having to sign up for a free trial and then get hit with a bill when I forget to cancel...

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.

Looks like unemployment, businesses shutting down and COVID deaths and new way of life is priced in till November elections

When determining your retirement spending, how much do you anticipate and budget for healthcare costs? This is for the US.

American airlines 🤯🤯🤯 💰

I have a Fidelity Brokeragelink account for my 401k. Every other year I switch from pre and post tax contributions. My money is spread over 3 ETFs currently. Does anyone know how this is tracked? Say if $100k is traditional 401k and $100k is Roth 401k, but they’re mixed, how can Fidelity track what funds are Roth/traditional? If I’m up 300% in ARKK, how can I or anyone else at fidelity tell if the cost basis was pre or post tax contributions?

Anyone looking at airline stocks or ETF play?

Are you a “Prodigious Accumulator of Wealth”?

N = 10% x (Your Age) x (Your Salary)

If your net worth is 0.5N or less then you are an under accumulator; around 1.0N then you average; 2.0N or greater then you are prodigious.

This is the millionaire next door formula.

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?

Hello all!
I'm 26, I studied economics but I don't know why I'm not much into investing/trading. Someone else like this?
I recognize this is not a very good approach for someone with money "knowledge" and I would like to change this mindset. My main weakness is that I easily get bored of following the market and that I do not see big opportunities. Any advice?
Where to start learning, general advice for LT and ST investments, things you learnt, books that changed your pov on the topic etc.

Thx!

Any accountant recommendations in NYC? Looking for someone who understands the travel situation of consultants, etc. TIA!

HYSA anyone recommends?

Anyone have a SEP IRA? Is it better than a solo 401k? Understand I need to complete a tax form to initiate it but where do I go to start one? Rookie question, I know.

Anyone invest PREIPO via DPO?

I have about $45k in a CD that just matured. I’m thinking about placing it probably in index or mutual funds but have only basic finance knowledge and am not sure about which or how to split. Advice??

What finance podcast/show/guru do you prefer? Do you have go to finance books you recommend?