Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

What does 401k mean?

If you had 10k to dump in stocks, which ones would you choose ?

Need an opinion on the Vanguard VIGAX/VIGIX. I’m index riding with that fund but am wondering if I should shift my risk and go with VT or another Vanguard fund. Thoughts?

How useful are Macros and VBAs for tax prep?

Hello All, I am looking for base salary for Sr Manager Medical Affairs Healthcare Innovation Technology (HIT) for imaging. I have 12 yoe and looking to be competitive with negotiating salary.

I've been allocating 100% of my Roth IRA funds to Vanguards target retirement fund 20XX. Should I keep doing this or do I need to start getting into VTI/VOO/VTSAX as everyone in this bowl is so fond of?

I have a 401k still in the Deloitte plan. What are your thoughts of rolling it into my current 401k or leaving it where it is?

Is Deloitte allowed to use Robinhood? It's not a robo adviser and obviously you wouldn't invest in your clients. Or wealthfront?

A friend of mine works with TCS as an Analyst, his base location is Bengaluru but he is been working from his hometown in Lucknow since the first COVID lockdown. Now he is being asked by his team to work from Ahmedabad, where his direct supervisor (manager) is working from. In this case, according to TCS talent policies, what is the procedure and the benefits that he can avail, as part of project initiated relocation? Also, how long it takes to get base location changed through HR in TCS?

Thoughts on Jumia stock?

Hi Folks,
This is regarding income tax proof submission.
I Joined UST on Nov'21 and before UST I was not under any tax slabs. I had only 1 LIC premium being deducted on monthly basis. Though I declared the LIC amount from April 2021 to March 2022. I have still got LIC statements till Dec2021 only.
Also planning to invest in ELSS and term insurance by Jan end. While i only submitted LIC in investment declaration form.
Can someone guide me what will be the process henceforth?

What’s the best way to spend Amex points?

What steps have you guys taken to generate a second/ passive income?

I would love to come across some ideas and know how it is working out for you.

Is retail quant trading on a massive rise?

Those who moved nyc to nj- assm min change in rent, how much did you save on an avg cause of taxes etc.?

It means ICOs are no longer open to anyone. You have to be a certified investor with the SEC. This is why Filecoin is conducting their ICO with CoinList instead of on their own. CoinList ensures their ICO is only open to certified Wall Street investors and makes sure FileCoin's ICO is treated as a normal IPO.

Granted please correct me because IPO investing is something I don't know a ton about.

How do people afford to buy $1M houses in Chicago? Surely not everyone buying them is rich (which is somewhat of a subjective term). My wife and I are 30 and have a combined income of almost $300k and trying to buy something that expensive seems asinine yet people do it. Am I missing something?

Anyone in IB/PE in Toronto? Would like to connect to learn more about the industry

Good questions to ask at the end of a PE Interview?

How can you turn your MBB position into a PE offer? (Some PE experience/ internship pre-MBB)

Hello Fishes, I recently gave the first round interview for a role in Hexaware and got a mail called CAF initiate asking me to submit documents. Does this mean I cleared the first round?

My practice in S&C is transfering to SONG, effective September 1st. What is the likelyhood of getting f* from a compensation standpoint ? Zero chance that I put SONG on linkedin 😩😅

Thoughts on the Tech investment banking scene in Charlotte, North Carolina?

Anyone have some portfolio advice for me? Trying to figure out how to frame side projects…

Made the mistake of compromising for a cheaper watch, but that more expensive watch is still calling my name - what have y’all done in this situation? Now feels even more wasteful to go for the expensive one.

Blackrock. Got a informal offer but no follow-up with a contract. Noted they are working on it, but does it really take this long or red flags? How much longer would you wait?

Manager: “Do that this way”. Manager one month later: “Why did we do it this way? Doesn’t make sense. Fix”

Hey guys I have been in sales for a while now 2 years in real estate and about 5 months in insurance. How do I get started in tech sales?

Has anyone transitioned from solely doing HR functions into Talent Acquisition/ Recruiting ? If so, how has your experience been? Did/do you like it?Has it been difficult?

What’s the current WFH model @Merck ? Are they doing a hybrid schedule? How many days?

If we all make a fuss about returning to the office do you think the standard will change?

Would you say most in-house roles tend to hire from BigLaw?

Wells Fargo merger news. What’s it mean?

RIA consolidation: does anyone sense that RIA’s are becoming interested in merging with / acquiring accounting firms to focus on scalable/monetizable income tax advice (as a point of differentiation)?

Looking for good book recommendations for my Kindle. No genre specially open to anything!

What tips/advice/wisdom do you guys have for the Series 66?

What content providers are my fellow Indy's using? Looking for things to pat across social media and articles and videos to use on our web site.

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

If you were in front of a prospect and you had to explain the benefit to THEM with dealing with an advisor at an Indy firm vs a wire what would you say.

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

Who uses a free CRM? Pros? Cons?

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

At what stage were you guys able to buy a house? How much did you have down and how much was the house overall?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Is Big Brother our current reality? Google knows more about me than I know about myself.