I'm Julian an expert trader I have 8 years of experience working in the financial field of trading. I can give you the best help and the most professional investment & trading plan in financial aspect .
Feel free to send a message!!

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AITA: My friend keeps asking me for financial advice. I set up a budget for her and have her concrete advice. And I field all of her investing questions. But still, she continues to be reckless with her money. She’s 42, single (no kids), and making $100k+ and is still living check to check.

I don’t want to waste my breathe on helping her since nothing seems to be getting through to her. AITA?

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What’s everyone using instead of Robinhood? I just learned of WeBull recently but am not sure it’s for me.

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ARK is holding up very strong, not sure how and why while other coins are plummeting?

Which crypto platform do you use and why? Looking to invest ~$20k - most of which into BTC and ETH. Looking for opinions.

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Lessons that I learned in past weeks: 1) be careful with out of money options as they don’t have intrinsic value 2) don’t make rash decision based on blindly following others 3) cut loss and ego

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What do you guyz think of Bitcoin Cash (BCH) ?

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Hi Fishes,
Need help with a tax query.

I am earning 85k/month now. Thinking to purchase a land of around 15L, not just for investment but to build our own house on it in future.

Though I can somehow manage it without taking a land loan. But I was wondering if I can take some to avail tax benefits.

So my doubts are - Can I avail tax benefits (like home loan) before construction? If I take the loan just to enjoy tax benefits then how much loan should I take at most? Have only ~68k EPF in 80C

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How are the areas around white rock lake to buy an investment property? Any suggestions appreciated!

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Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

likefunny

Anybody got decent turnip prices today? I care more about my investments in turnips than my actual stock portfolio 😤

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For EESP - which is better share withholding or payroll withholding? Thoughts?

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Did anyone apply for amex card as an employee, recently, after the acquisiions started ?

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I’m trying to buy my first house and my wife and I have a few IRAs from previous employers (Roth and non Roth). I read I won’t be penalized if I take out upto 10k from my IRAs for a first time house (except for taxes on the non-Roth accounts). Anyone know how true this is, how the process works, or have any advice? Is it a good idea

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Where do y’all think Ethereum and Cardano will be in a year? I’m hoping former breaks $4,000 and latter breaks $200.

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Hey guys, Can anyone please tell me if there is any restrictions on SPI in mutual funds in MS for employees.

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Hey, I’m thinking of getting a Mazda CX-5 2022. Is it a good car? Is it worth the price? Any problems I’ll run into in the future? Please talk about it! This is my first car and I’m super anxious and need to make a deposit soon! Thanks. Is it expensive to maintain?

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What % of post-tax income do Londoners usually spend on rent?

Offered 6.2k per month post-tax and thinking of spending 2k on base rent, single household. Does that seem reasonable for someone who wants to save and invest?

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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?

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Have about 5k in stocks I was saving to put down on a house. My portfolio just evened out after the march fall. Looks like i may not need this $ to cover the payment now, should i leave it in or pull?

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Can anyone please refer me to Transaction services role in London? I have 5 years of audit and 9 months of Transaction Services experience. Thanks!

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Any of you in FinTech coverage? Part of TMT or FIG?

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Hireright = Rectal Exam

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How is the Change Management Analyst L2 work, role and responsibilities?

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Infosys vs tcs for job Security?

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likeuplifting

Name the most ridiculous micro-managing by partners that you experience.

I’ll go first: MP told me that on initial emails, I am always to start with “Hello [name],” but after the initial email, I am not to address her by name again in the same thread. Initial greeting can only be “Hello [name] ” because just first name is too brisk and a “Hi [name]” is too informal. Had a 5 minute, in depth conversation as to why she prefers it this way…

likefunny

But for real 🐟, what is happening to Delta? 4 days later and still cancelling hundreds of flights and multiple hour delays on >25% ... tomorrow looks bad too....

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Feeling lost in my career (10 yoe, 9 in consulting). Anyone feel this before and how did you get through it (career coach, books, etc)?

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9 months from now, expect a spike in the Argentine population 😅🫡😎 what a performance from Messi, Di Maria and Martinez!
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Do we need to complete joining formalities to accept EPAM anywhere offer?

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I’m a first yr in NYC biglaw (2nd yr in Fall) — is 3.2k for one bedroom in BK (think downtown BK, carroll garden, Williamsburg) too much? Always have lived in manhattan so I’m not sure what reasonable rent for one bedroom in BK is.

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Hi capgemini folks,
I have joined capgemini recently and till now can't find accommodation as per my requirement in Airoli. So can i stay at Capgemini's guest house for a few months? Anyone knows anything about that?

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Always got to find the sunshine!

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Additional Posts in Succession Planning: Buy/Sell Practice

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

likehelpful

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Anyone looking for a junior partner in Kansas City area?

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Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintainence than it provides useful transportation, it's in the repair shop more often... everytime it goes in you find something else wrong with it? Plus, the prices the buyers are willing to pay are outrageous, by the time you get it paid off it's in the junk yard. No easy solution to building a sustainable business except hard, persistent work. Control Your Future, Go Indie RIA!

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What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

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Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

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Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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Looking to buy a book in Virginia. Let me know if any opportunities please.

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

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Looking to buy from retiring advisor in Indianapolis.

Anything for sale anywhere in the continental US let me know.

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Any bank reps have experience buying their book from the bank?

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How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

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