Is financial planning as easy as it looks for those in the field?

like
Posting as :
works at
You are currently posting as works at

I understand there’s a big difference between a great one and an average one. Great one’s being proficient in all types of investment opportunities and great in juggling various accounts/opportunities with tax planning

like

Related Posts

Thoughts on buying into Wells Fargo now, at their 52 week low basically.. Bank too big to fail of course and their imposed caps on grown expire in a year or 2 I believe with regards to how much $$$ they can lend out or take in...

like

Recently received 30k and wondering what to do with it. Not yet a homeowner but also not sure if we’re ready to buy anyways. Have a young baby. Any advice on how to figure out best use?

Angel investors : What returns do you expect when investing? Also what’s your range of investment?

like

What is a reasonable rent increase %

like

Hi all! I’m new! I started the year off planning to save for a home for myself, then rates skyrocketed. So we’re holding off. Fast forward to the final quarter of the year and we were presented with the idea of a residential assisted living facility. The problem there is we’d still need to acquire property in order to run one. The only difference is the RAL would be a business and is already registered as such. Does anyone have any experience here?

like

Are there any trusted resources for information on cryptocurrency investing?

(I've written enough long-form marketing disguised as a news to know when it's happening to me.)

like

Hi guys, have an offer around 6.5k SGD fixed from a big 4 in Singapore. Current fixed 13 lakhs. No rent as of now as living with parents. Is Singapore good from the perspective of growth ? How hard will it be to move to a country like Singapore? Please assist

like

If you follow the cryptocurrency market, or even have been just taking an interest lately, with the Bitcoin "halvening," you should check out Pi.

If you haven't heard of Pi, it's a new cryptocurrency (like Bitcoin), developed by a bunch of Stanford PhDs. What makes it really interesting is that you can still mine this coin, using just the processing power of your phone, unlike just about every other coin out there. (Contd)

likefunny

Fishes! what are the best grounds to dispute my property tax valuation? What support should I have?

like

Any advice in terms of investment to save the maximum tax?

like

Personal finance book recommendations?

like

Anyone delaying a car purchase due to Covid to see how everything pans out?

likehelpful

1) I know that most of you will say that buying an expensive engagement ring is a waste and bad, etc. so let’s start with the assumption that I don’t care and it’s happening
2) does it make sense to finance an engagement ring purchase or buy in cash? If financing, how much would you have to put down for a ~$30k ring? (If you’re upset by this number just replace ring with car or education or wedding or whatever you feel good about lol)

likefunnysmart

Does American Express gives the Diwali gift ??
Amex

like

Hi guys any one dealt with DeVere for managing his investment portfolio, how was your experience?

like

Has anyone been able to refinance student loans on F1 OPT / H1 visa? Would love to hear about your experience.

like

Hi fellow fish need some advice.

I'm planning a wedding and wondering if I should apply for new credit cards to maximize on points. If so, wondering what your recommendations are and or if there are new cards out there I haven't heard of yet. For context I probably have another 20k+ in expenses to pay still and my current cards are:

CSP
Marriott Bonvoy Boundless
Citi double cash
Random card (used to be uber)

like

Does anyone know the answer to this? - My first mortgage statement was generated on 11/2 with a due date of 12/1 and includes a month of interest based on the balance on 11/2. I made a principle only payment on 11/14 of $500 which was applied right away. Will the interest automatically recalc to reflect a lower outstanding balance for a portion of the month? I plan to do this every month.

like

What are your experiences with buying or selling homes on leased land... Is it really a secure investment, or could they just take back the land whenever they wanted?

like

How big is to big for an initial investment property. Theres a 20 SFH portfolio for sale by me for about a mil. Is this to big to start with initially? I'm less worried about the Financials (feel comfortable on that end) and more worried about the managerial aspect.

like

More Posts

I had a 3rd round interview with a VP yesterday, sent a follow up email after and included a general question and no response. Is this a bad sign?

like

Who knows about Goosehead insurances work culture. 5 min into sourcing I’m seeing some discouraging statistics about who they move up faster vs who they don’t. I have a interview this week and I don’t know if I should even continue forward. My main goal is growth and if it’s going to be an unfair environment then that’s a no go.

like

I finished my internship at EY LLP (Feb-Jul) after nearly 6 months. I've been promoted to Senior Analyst. Is there a set time of month that I must be in this position in order to be considered for the next promotion?


Otherwise, is there a mid-year promotion?

like
likehelpful

I was giving my kid the advice that the path you sometimes believe you are on is not necessarily where you will land, in a good way, and to stay open to those paths.

Help me make my point.

What did you THINK you were going to do when you started college, and what do you do today?

likeuplifting

Team is already talking about eating hours. My utilization is down cause I was in unassigned for a month in Dec/Jan. What's worse pissing off the partner or having a low utilization? -staff 1

like

Is leaving PA at S-1 level really bad in terms of career advancement and $ raise? Any successful or unsuccessful experiences to share?

likehelpful

Anybody work at/for Bristol Myers Squibb? Do they get to wear jeans?

like

Anyone who can share their experience with the Harvard Extension School?

like

Hi All,

Please give me ur answer!!

Does PWC AC banglore offers permanent wfh?

Will that be mentioned in offer letter?

I have HR discussion tomorrow.

I have an offer from EY GDS bangalore, I am looking for WFH. Which one should I prefer?? Please provide your inputs😊Pwc AC @EY

like

Dear Fishes, Anyone is aware about retention policy of Synechron Inc. ? It’s been 6 months since I have joined and feeling that I have worst wlb in citi account. I may get 30% more hike with other company.
I am curious if they will try to retain me. Tech Stack : ETL Testing

like

Bain & Company Does anyone know the updated salary for post grad positions (McK Business Analyst / BCG Associate) in Singapore at MBBs? On Glassdoor I found about 70k base + bonus but I wonder if it is still updated

McKinsey & Company Boston Consulting Group Bain & Company

like

Any insight into Richards, Layton, & Finger out of Wilmington, Delaware?

like

I finally have an extra room to set up a home office. I’m looking at motorized standing desk, but there are so many options out there that it is overwhelming. What’s your recommendation for an L-shaped desk?

like

What will be the in-hand salary for Tata Consultancy? Please helps should I join or retain by taking hike
Current : 13 lpa Infosys
Yoe 7.5
Skills: .net core, MVC, web api, angular , AWS, azure

Post Photo
like
like

Partners/Principals - how do you focus and continue to work at the same rigor, if you have made your numbers or 75% of your numbers? Do you take it easy or continue to grind/ work long hours as usual?

like

I have recently received offer from Wipro can some help me with the take home Salary per month

Post Photo
like

Have you ever been injured at work? I feel like our jobs are so high risk!

like

Family luddites ask about my work and immediately behave annoyed when I start to answer.

like

Additional Posts in VC and Early Stage Investing

Recent PhD in life science looking to get into biotech VC. Can’t find much information on applying for these roles. I’ve heard that it’s not uncommon to go in without business/finance experience, but is it actually rare?

like

Looking to do a career pivot into VC. Have 12+ years of B2B tech marketing experience with IBM, Google, Deloitte and a number of startups. Have skills in messaging, product launches, and sales and enjoy diving deep on my personal investments (all public companies beyond a few RSUs). Have an MBA in the back pocket too. Thoughts are to join as a marketing expert and learn unique VC investment philosophy. Any advice on how to break into the VC world? Just started networking/planning.

like

London comp: I’m looking to move from one of the few fund of funds outside of London and looking at associate roles in VC fund of funds + co-investment or PE secondaries/buyout. Recruiter has told me salaries are £100k/£130k respectively. What are peoples salaries + bonus for these or similar roles in London? Would also be interesting to know analysts comp.

like

Anyone has experience in investing through Angellist?

What are some of the best corporate ventures arms?

like

Hey! I have applied to an entry level investment associate in a venture capital firm in my country. As part of the process they will send me some real pitch decks and I will need to do 1-pager investment thesis for each one. I have never done that in the past. Can you please guide me? Is there a template or format I should use? Tips & things to be mindful of will be extremely helpful!

likehelpful

VC community - a recruiter (from an external agency) reached out to me in regards to a strategy position in the VC firm’s local office but I feel tremendously under-qualified as someone with less than a year of consulting experience. Do I have a chance to interview? How might I best demonstrate interest and competency?

like

Any info on Fractal Software salaries?? They are hiring for a Research Investment role, and I can’t seem to find anything on compensation.

like

Anyone know of any VC funds hiring analysts or associates in Europe region - preferably UK/Nordic/Netherland countries.

like

Anyone have any impressions of Alumni Ventures Group (AVG)?

like

Anyone have success cold applying for VC roles and not in MBB? Just submitted an app last week and they should be reaching out this week, but I’m not sure how long to wait before giving up…

like

Do VC funds value consulting experience? Weighing staying in Big 4 consulting vs going to a startup, while I try to crack into VC

like

I am currently a year from finishing my PhD and was looking at VC's as a career path because I like to do meta-analysis of different climate change techs. I networked with VCs and one of them was receptive but didn't have the budget currently for a full time hire. They said they'd be interested in working with me to do a research paper over the coming semester, and was wondering if I could leverage this into a full time offer?

Is a white paper with a VC going to be attractive on my CV?

Any VCs hiring an analyst with consulting experience?

like

Anyone who’s moved from consulting to VC, what are some of the ways you’ve made your application stand out? How much of securing the role was down to networking?

like

Anyone have or know where to get a good returns analysis template for a take home case study?

like

Are there any Infrastructure related VC funds that hire PhDs ? Thanks

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal