Looking for names of some effective financial/investment planners. Any suggestions? Plz give only the ones u hv worked with or experienced!

I’ve been using other people’s stock site logins for years from 3+ jobs ago

Advice for someone moving to SF for an entry level job? I want to start off strong but realistically I'll be spending nearly half my income on rent.

I recently sign a lease. The apartment will put my security deposit into an interest-bearing account and requires me to fill out a form W9. I will join EY this June and just wondering if this is ok in terms of the independence rule. I guess the apartment will put my deposit in some sort of funds. Anyone with EY has experience? Reading the independence brochure, looks like it does not specify something related to this scenario but just wanted to confirm . TIA!

I started investing in January 2021 with a current portfolio of 40:60 across Mutual Funds ad stocks. The MF portfolio is giving my a current return of around 10% cumulative whereas the stocks are giving around 6% cumulative.

Not sure how to get the game right.
Views please friends.

How do you effectively plan for retirement?

Any Boston based MBA students here? Wondering how much to expect for rent if I want to live in Central Square with one roommate.

How many of you are involved in share trading/Derivatives Trading apart from your current job? And how are you managing it? What return are you generating?

Is it possible to have zero tax with 13.5 lpa with the following tax benfits ?
80C 1.5 lpa , 80 CCD(2) NPS 50k ,
Home loan 2 lpa.

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

Should I ask for a refund for my Delta flight or keep it as credit that can last til 2022? Delta is losing about 50m a day, so it’s a bit concerning. What would you do?

Which is good brokerage account for etf and stocks. Can't use robinhood due to restrictions

Was there ever a time you wanted to give up being a real estate agent?

Hey Desi Fam. I am in California but looking to move to the East Coast to be closer to my wife’s and my family as our kids are growing up. Started looking at northern suburbs of Atlanta and that area ticks all the boxes we are looking for - great schools, family based neighborhoods, and diverse population. Are there any Atlanta natives here who can help us narrow down the city and neighborhoods we could target. Would like to buy a medium sized home < $700k. Thanks

Anyone willing to share thoughts on National tax- unclaimed property at EY?

Received an offer from EY but didn’t find enough information to get to know about it.

Any investors in the woodlands Texas for single family homes, rent looks good as per Zillow , good school district and houses are still affordable compared to Dallas and Austin

The wife, baby and I are moving to Greenville SC in the spring.

Would love to hear anyone’s experiences about the city and where you’d suggest we start our house search!

I have got an offer based in Boblingen, Germany with 60k euro as fixed. Will it be enough for a couple with a 3 year old kid ? My major expense would be accommodation, groceries, kid’s school and transportation. Please do let me know your valuable inputs. TIA

I have a LOT of credit card debt. It has just grown over time and I can’t find my way out. I’m considering debt consolidation, specifically a company called National Debt Relief which seems legit but I’m just so hesitant because I’m scared to make my situation worse. Or a personal loan to pay off all the CC debt and then have a smaller all in one payment. I’m intelligent and I work in finance, it’s so embarrassing. HELP.

Sharks! I’m 33, currently working as a Java Architect (11.6 YOE, 40 LPA INR). I’m planning for retirement at my 40. Currently owning a house worth 1 Crore INR where I’ll be closing my home loan by this August. Please suggest diversified options of Investment for my retirement. I don’t have any investment till now (except the house) as I used my whole income to close off the Loan which I took in 2019.

If given the choice, would you join the miltary again?

Londoners, I have a friend visiting me for Easter and am looking for ideas on where to take her besides the regular touristy stuff - pls help!
Plus, what’s the best theater show you’ve seen lately? Thank you 😊

I have joined Verizon in June 2022, will I be eligible for this year as my manager I don't need to fill my goal sheet as I am still in 6 month's probation. Kindly help me to understand.

What is shift allowance in LTI

When ibm provides relieving letter and when they provide service letter??

My SO and I are contemplating pursuing MBAs simultaneously; is it advisable? Any personal experiences to share?

Anyone know how much a full time nanny in the Austin area would cost?

We all know- SIP of 50k/pm for 15 years at a CAGR of 12% p.a. grows to 2.52 Crs ( approx.). BUT

Do you know- If we delay it by just 2 years- the value falls to 1.88 Cr ( approx.) Difference is a WHOPPING 64 LACS, though the difference in Investment amount is only 12 lacs!!

THATS THE POWER OF COMPOUNDING!! AS THE SAYING GOES- THE BEST DAY TO START YOUR INVESTMENT WAS YESTERDAY!! Any view is appreciated!!

Is it mandatory to pass Barclays GSC test after completing people screening and joining after 2 weeks? I got the email now.

Guys did you hear the big news???

I've worked with the client for over 7 months now and he still calls me by my dad's name
What do I do 😭😂

I need some advice from advisors who have brought other “Junior” Advisors on. What is a fair split? Currently I have passed on my smaller clients to them, as well as providing consistent leads for them to call and meet with. The individual is working to build their own book of business, but up to now doesn’t have much production. They have only been in the business for about 2 years. I also provide an office and everything that comes with that, and admin assistance. Thanks in advance!

Are you being asked to help out for absent teachers or taken on extra duties because of the teacher shortage? Are you getting paid extra? What perks are you receiving for helping out? Lastly, is it volunteer or volunteer-told? How are you all managing?

I had Technical and Managerial discussion with TCS on 2 sept. I was told I will get HR call.Then on 11th sept i got onboarding email to submit documents and the next day all the documents got verified but since then I didn't get any update and it has been more than two weeks.Ibegin portal shows evaluation in progress. Any idea if they will be sending an offer?

What’s is like working for Disneyworld as an engineer?

Who are some good, small scrappy agencies in the digital space? Asking for an in-house friend

Got terrible feedback from COO after CD & I built a system into a project. We only asked for proofreading and the COO tells us his suggestions are easy but they break the entire system. Any advice?

Hello Everyone,

I am looking for job in finance sector. I am a CA and took a break as appearing for UPSC. But recently I completed my internship from Sutherland Global Services as Credit Research Analyst Intern for 6 months where I was working in Project of Portfolio Management of fixed income asset exposure. Please share if you have any references.

Preferred Location - Mumbai

From stocks to crypto to NFT, which is the next big investment opportunity where we could be the early movers (investors) and make great returns? Love to hear them.

Hi guys, should I buy lumpsump for coffee can investing or do SIP ? And one more question if you guys can help . At what point let say I hold a coffee can stock when should I exit. I am planning to hold for 10 years but how do I know that this stock is not relevant now or some red flag I should exit .

Need 20lakh by next year for down payment have 1.8 L on hand which MF or stocks to invest so that can get 20L by next year and how much per month

Hi guys ,
Need sone suggestions onto how should i claim HRA . I live with parents but i hve seen ppl claiming hra by gng into a rent agreement with parents . What all doc are req and i am planning to claim less than 1 lac so pan card wont be req.

Hii ,
First time investing and hence I did some research on investment and planning to invest 40k in the below fashion.
10k-ELSS 10K-Equity MF 10k-Debt MF 4K-NPS 6K-PPF . Is it fine or any suggestions are welcomed. Also if anyone can suggest me which ELSS or mutual fund should I select considering the current market scenario

What are some of the investing must-reads that you'd recommend?

Which is your stock pick this week?
Serious answers only!

If I invest 50k in NPS, I would save 7k this year as per my tax calculation. Is this a good deal? In general, I don't like such long term investment, maybe I'd start that when I'm 35 but not today.

If anyone is interested in investing in crypto, I’m running a kickback campaign on Vauld, where both, you and I can reap benefits. You could also FD your crypto investments at interest rates as high as 12.68% for a few tokens.

Comment here or DM me personally if interested to talk further. Note that this crash is a great opportunity to enter. 😊

What are some of your go to resources for investment ideas or advice?

Anyone into option selling ?

Nifty 50 index mutual fund vs Nifty ETF ? Which is better ?

My wife and I use a joint account for managing our monthly expenses. Can we both use UPI IDs linked to this account on our respective phones ?

Hi, I am new to investing, i am looking for mutual funds where i can have a long term investment. I and ready to invest 10k per month in SIP's split accross multiple funds. Can someone provide me suggestions

What are the recommended tax saving options apart from 80C, HRA & NPS? Any insights would be much appreciated.

Is it good to invest through fisdom app in mutual fund or suggest better way