Is fidelity a good option for a Roth IRA? I only have a 401k and would like to diversify

My org will be pausing the Employer match to 401k for a few months. What's the best strategy to optimize my investment at this time?
Ride along/increase or decrease my percentage?

What is the best way to look at historical PE investments? I am hoping to discover new PE firms for networking / sales purposes. Potentially a website specifically that tracks announced PE deals. Thank you!

Are you going to invest in Navi's Index fund ?

How did you get started with your personal investing in stocks? I am 26, F, have some money in savings, 401k, stocks and just started my own business albeit small. I’m extremely interested in real estate investing have been reading and listening to podcasts. Any advice?

Why are the other cryptos not skyrocketing? Will Ethereum ever rise like Bitcoin has risen?

My realtor looked at a unit for me, and shared the video w me. I’m interested. The unit is on MLS. Then he posted on his IG story seeking buyer. I’m kinda annoyed because now I may have competitions since he is my realtor OR should I be ok for him to do that since it’s equal playing field on MLS?

Anyone work in the Healthcare industry? I'm looking into joining Healthcare. I'm currently a Senior in tax compliance.

Got news that my house closing may have to be moved due to a delay in the sale of my home. My partner’s income was excluded in the DI ratio, but if it were included we’d be well under the % threshold and can be approved to close on time regardless of the sale of my house. However our mortgage company’s underwriting team has been painfully slow in confirming if her income qualifies. She’s been at her new job 1 month after a year off. Anyone with underwriting experience have insight?

Folks making more than £100K: How do you deal with the 60% effective tax rate on the 100-125K bracket? (HMRC gradually reduces your £12,750 personal tax-free allowance to £0.)

This is the first time it is happening to me. With one month to go until the end of the tax year, I'm thinking of making a one-off extra pension contribution next payroll.

Any other effective strategies with only one month to go?

I’m maxing out my 401K, traditional IRA and HSA this year and paying for some house improvements. I have about $750K total investments and very close to $2M net worth, but realize that I am behind on investments if I want to do FIRE. I was focused on paying off huge chunks of my mortgage and managed to whittle it down to $75K left. Would you suggest I go ahead and pay that off this year? Or pause and do a mega back door roth instead? I’m mid 40s. Thanks!

Is laptop reimbursement policy still available or not since hybrid wfo has resumed? Joined last month. This is for Mumbai

My play for next week:
Sell the SPY 200 puts since the market would plummet. Look for opportunities to buy back, probably when the stim bill passes. Would love to hear your thoughts on it

What are your thoughts on lending money to family when asked? (Cont)

What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

Looking to see how much other Provider Enrollment Specialist make including what their company's invests in their 401K

Seeking advice on pursuing opportunities in healthcare / life sciences strategy - looking for managing director / VP level in the ME region. Interested in consulting or industry. I have 19 years consulting + industry combined experience in pharma and US hospitals. Thank you 🙏

Hi Team
I've declared the tax under my profile payroll and what is the use of FCP?

Can I bring my parents and sibling also in relocation reimbursement and also for the hotel accommodation?

For those of you in healthcare related account management, what is your healthcare background? I am clinical and getting ready to hire a higher level account manager. I am really biased toward people with clinical/in hospital experience because, quite frankly, healthcare is a different beast - lots of hand holding and change management. I don’t want to miss the right person because of my bias, so im wondering how many healthcare related AMs have healthcare/clinical experience… thanks in advance!

Hello Everyone ☺️

I am planning to move to Randstad for talent coordinator position.
What is the package I could ask for??

How is the Work life balance in Randstad offshore services??

Hi Fishies,

Please give some advice/input , Need to know the names of good Product/Service based organizations which have good WORK LIFE BALANCE, Good Environment to work.

Skills : C# .Net Developer, WPF/WCF.

Friday Wordle 328 3/6

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Where to go with kids and grandparents during cold season in Chicago or Northshore? Moved to Northshore recently with 2 kids and parents visiting soon.
1. Restaurant recommendations.
2. Play areas.

Hello! I know this is an advertising bowl but is there a bowl for recruiters in tech industry,

I truly will never get people who turn the AC on full blast but will be fully wrapped up in blankets and complain that they’re cold.

I am having 2.2 years of experience in Bigdata Testing. Please let me know any vacancies

Anyone has tips for burning man? I’m planning to go during Labor Day weekend.

Whats PDP-GrowthINV ?

This might be the least active bowl I've ever joined.

What is the starting salary for an entry-level Procurement Coordinator in SF?

I have to stop imagining how great it will be to sell my script until it actually sells.

Considering an offer to move to a (what I believe) late-stage start-up… 200+ million in funding through series A, B, C+ and have heard news of IPO next. I would be in a mid-senior role. Not sure how to negotiate on compensation package with consideration to equity as I’ve been in consulting since starting my career. Anyone have advice/suggestions?

How do you find time to look for new jobs if you consistently work 70-80 hour weeks?

Ok i approved a lot. Anyone behaving childishly will be blocked. Anyone turning situations into racism will be blocked. Sarcasm always welcomed of course 😏

So I met this new associate who is constantly bragging about being part of Berkeley Consulting while in undergrad. I finally asked him today “what exactly is that?” Am I alone here?

Best HYSA with a good account opening bonus?

Recommendations for how to allocate 401k with Fidelity. Just switched jobs and have to move from Merrill Lynch to Fidelity

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.

Is sitting out of the market and waiting for the dip the right move to make? Buffet and a lot of other institutional investors are just sitting in record piles of cash right now... what’re your big moves?

Thoughts on XT?

I started a small LLC on the side. My company is getting it's first client this month.

Wondering if any 🐟 have recommended resources on setting up initial consulting business thru an LLC.

Books, websites, tax strategies etc.

My LLC is already incorporated, but looking for guidance with the next steps (creating contracts, invoices, etc)

Come from a no money family & limited financial savvy. What’s an easy way to open and manage a personal investment fund so my savings makes me more money, similar to my Roth 401k. Thanks in advance!

New to investing and have 60k I want to buy index funds/ETFs with, should I invest like 5-10k a month or all at once? For context, I have emergency fund already established and contributed to Roth IRA

Brand new to investing! Husband and I are 37, don’t have any investments other than the home we currently own. Sitting on atleast 100g worth of cash....

How much will someone get from a $5,000 referral bonus after taxes? Is there any way to minimize the amount it’s taxed? Work in VA and live in DC.

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

Looking at investing in FedEx and GameStop. Check out Forward PE and PEG, good earnings growth and operating cash flow. Thoughts?

I have 4k that won’t need soon and thinking about were to spend it on.
A. Student loans at 5%
B. Invest in stock market

Mutual funds you have your eye on right now?

What is everyone’s outlook on crypto? I have some litecoin from awhile ago and wondering if I should indefinitely hold it. Thanks!

What do you think on buying JPM, WFC, C now?

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?

I work for a company that gives me RSUS as part of my compensation. Am I allowed to short the companies stock to minimize my downside risk in case stock price drops? I value certainty of my RSU payments over any potential upside

Does anyone have a referral for “Citi Double Cash” credit card?