Roughly, what is your net worth allocation? 401k/ after tax brokerage account/Cash/Real state equity /etc?

What do you all think of fundrise and start engine Real estate Reit ? Any experience? Would you invest here if you didn’t have the time to actually buy and rent properties? Any insight is welcome.
Thanks

Does anyone have experience with defi yield farming? It seems like a great way to make passive income, but I’m hesitant on how I can report the profits for my taxes. It seems pretty difficult to keep track of. Any opinions would be appreciated!

Does anyone here know much about the tax department at Liberty Mutual? Been talking with Liberty Biberty and can't get a great sense of how much WLB there is and benefits. Would appreciate any insight, TIA!

Are there any lawyers that moved to healthcare tech (non-legal related positions)? That would include medical devices, AI, robotics, etc. Would love to learn from your experience.

Parents always wanted me to become a doctor, so did I. However, did not do very well around blood. :))

Thank you!

Owe ~$4,500 in taxes for 2020. Anything I can do to reduce this amount? Going to contribute some extra money to 401k to get me to 19,500 for the year. Anything else?

Got contacted by Alvarez & Marsal for healthcare director role but know nothing about this firm. Any insights would be great.

Getting paid $52/hour as a part-time employee. My supervisor wants to convert me into a contractor. What should my hourly rate be now? No benefits or PTO.

What’s the best credit card for a married couple who shared finances? We were thinking American Express but kind of lost.

Hi all, I am trying to DCA bi-weekly into Vanguard ETFs, (VO, VTI etc). It seems like Fidelity does not support auto buying of non-Fidelity ETFs. So I was wondering which of these options you think is best?

1. Open a Vanguard Invest account
2. Look for Fidelity ETFs that are similar to Vanguard ETFs
3. Use smaller brokerages like SoFi l, Robinhood etc.

I really do not want to manage nor be active. My goal is to log-in like once every 6 months.

Thank you all.

Need a quick help
While structuring the HRA if we give max limit for eg., 20k and I have rent agreement of 7500. Will this be a problem or will I just get an exempt of 7500?

Anyone work at GE or GE healthcare?

Combined outstanding student loans for me and spouse $$70k.
Do you recommend pay down quickly a la Dave Ramsey, pay minimums and invest the rest, hold out hope for student loan forgiveness or something else?

Additional context - own a home in suburbs (2.15% rate, 255k outstanding, and a few 0% loans for couch, computer, Home Depot, 1 child in daycare

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

What salary or net worth do people here consider "rich"

Hi Fishes,

Could you please share CGI benefits for lead analysts. Recently joined CGI.

Can anyone share what are the usual components of a flexi benefits basket and to what max amount can you utilise them.
Eg. Communication fuel etc

Fishes,

Please suggest a good credit card for regular air travel , airport lounge access with less/annual charges.

Any review on IDFC first select credit card

Any good gaming ETF ?

Junior associate here, should I ask for more money if my firm is about 10-15 percent less hours but about 30 percent less pay? The gap will never be closed to the top pay scale at my firm but when I decided to come to this firm the pay difference was about 15 percent and not 30. Would appreciate any thoughts on how to go about bringing this up without pissing people off because I love the firm and do not want to leave

Is anyone aware of any healthcare / healthcare consulting companies based in the Bristol area (UK)? Thanks

I've worked with Huron folks as an Administrative Fellow and the firm seemed pretty cool. Anyone here from Huron able to chat about a possible referral?

Any NY F fish want to grab a drink this evening? 31M here.

In bgv, can I share form 26AS in place of form 16A requested from previous employer. I seem to have lost the form 16 for my previous employer

How much hike we can expect while promoting from SA to M level ?

Is there any onsite opportunity in EY GDS for Client Technology line
If yes what's the process.

I have valid H1B petition how can I get it transferred into EY?

I really feel like I should be excused from this "diversity and inclusiveness" training stuff lmao. It's about implicit bias and I'm sorry it's just not believable coming from an old white man's mouth when there are maybe 4 non-white associates. We're having these meetings 3 times this week. 🤦🏽‍♀️

Here's a question: are you happy?

And why or why not?

Thoughts on ARKF?

I feel burnt out by how ruthless the tech industry in US is, but I also know I’m making much more money than people outside of tech or consulting.

How do you adjust your WLB?
I’m so burnt out that I wish I could yell at people who were not kind or supportive to me, but those people often unfortunately were in position of power.
I don’t like unkindness, but my anger is just very bottled up…
What can I do to stay level-headed even when the other side is disrespectful?

Anyone found an affordable adjustable standing desk they like? I have an iMac and a laptop is like to be able to fit on it.

Does anyone have idea how long this hiring freeze will be? When will it end?
#hiring freeze

Books on human psychology that have affected you. I'll start: influence, sales Bible, on killing.

Getting a bit stir crazy. Any recommendations for a 4-5 day relaxing trip within driving distance?

ATL Pride anyone?

What’s the best way to transfer from M&A FDD to consulting? What’s most transferrable skills that I should be working on and pitching?

Any recommendations or itineraries for the French Riviera/Monaco? Thinking of flying in and out of Nice.

What’s the best credit card for a married couple who shared finances? We were thinking American Express but kind of lost.

Hi all, I am trying to DCA bi-weekly into Vanguard ETFs, (VO, VTI etc). It seems like Fidelity does not support auto buying of non-Fidelity ETFs. So I was wondering which of these options you think is best?

1. Open a Vanguard Invest account
2. Look for Fidelity ETFs that are similar to Vanguard ETFs
3. Use smaller brokerages like SoFi l, Robinhood etc.

I really do not want to manage nor be active. My goal is to log-in like once every 6 months.

Thank you all.

Combined outstanding student loans for me and spouse $$70k.
Do you recommend pay down quickly a la Dave Ramsey, pay minimums and invest the rest, hold out hope for student loan forgiveness or something else?

Additional context - own a home in suburbs (2.15% rate, 255k outstanding, and a few 0% loans for couch, computer, Home Depot, 1 child in daycare

What are your thoughts on Baidu as an investment?

I know there is no black & white answer, but what’s your thought process in deciding when to sell and keep the profit?

What are the disadvantages of transferring my Accenture employee Alight managed retirement account to a "self directed" brokerage account at Alight Financials?

I was a little annoyed at the limited options available and was thinking of moving it over.

All of the robo-advisors I’ve seen invest in low cost ETFs. Are there any that invest in individual stocks? It feels like this would be much more effective at tax loss harvesting because it would de-average the holdings within each ETF. I’m going to have large capital gains next year and I’m looking for ways to offset.

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?

How much do you keep in the bank vs brokerage?

Reached theoretical financial freedom (4% of networth covers 120% of my yearly spending)
What should I do?
-Motivation to grind at BCG is not here anymore and honestly the experience here was underwhelming (~1y as a C, lateralled from other firm)
-Still too risky to open own lifestyle business
-Option to exit to industry for a few years at a 9-6 job?
-Option to do some side hustles?

Anything I should consider when making my decision? Any risks I haven't foreseen?

Thanks!

Does anyone follow the 3-fund portfolio? If so, could you share your 3?

Curios to see how you guys log your down payment and remaining loan amount ( home , Auto etc ) in apps tracking net worth ?

Recently put 20% down cash for house which brought down the cash component of net worth but wondering how to balance this . Home equity ?

Any thoughts on the ETF, OGIG (O’Shares Global Internet Giants)?

It is from Kevin O’Leary’s fund.

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

What’s the smartest allocation (for a late twenties person) of 100K right now, between ETFs, stocks, crypto and bonds? I am mostly in cash right now and feel I’m missing out on investment ops, but also wary of putting money in the wrong place. Any advice would be greatly appreciated!

What’s the best way to maximize having both the chase freedom unlimited and sapphire preferred?

For context, I’ve had the unlimited for 2 years and just opened the preferred because of the bonus offer. I will hit the $4k spending target, but after that, what’s the best way to use these two in tandem, given the unlimited rewards are all around much better.

At what point do you pull out money from stocks to buy your first home. Stocks seem to keep going up but I guess so does housing but how do you know you're making the right adjustment in overall portfolio allocation?

Anyone using roofstock? Model seems really interesting. Would love to talk to someone using it.

I want to setup monthly recurring investments in index funds with a long term return perspective. Looking to diversify into 7-8 funds - Any recommendations?