Seeking critique of my portfolio. I’m a basic investor so no true interest in options etc., at the moment. Currently invest:
Brokerage (taxable)
- FXNAX 10%
- FZILX. 25%
- FZROX 65%

Considering weighting the above 5%, 10%, 85% and moving the FXNX (Bonds) to Roth for tax reasons. Prefer mutual funds for auto investing.

Roth 401k (maxed out)
- Vanguard Target 2050

Roth (roughly split across the annual max limit)
- QQQ
- VTI
JEPI

Any advice or changes that should be made?

Please explain if we get internet reimbursement outside the CTC?? Not the tax exemption part . I have heard we get 1200 per month for internet . Is it true ?

I’m looking to transition from healthcare to healthtech. I’m the head of marketing at my organization but I’m open to non leadership roles- demand gen, brand, communications and product. Please send me your recommendations!

How can I invest in real estate ? Looking for an additional passive income source

I am so conflicted and not sure what to do. A company I wanted to work for was not ready for hire when I first reached out in Sept. Since then I have accepted a job at a outpatient oncology clinic, starting in Jan at a renowned hosp. Having said that the other company does more of what I was hoping to do when I left my previous job. The company is a vessel for new ideas in healthcare helping their community specifically with seed funding, & launching their own programs. I have no idea what to do

I’m trying to buy my first house and my wife and I have a few IRAs from previous employers (Roth and non Roth). I read I won’t be penalized if I take out upto 10k from my IRAs for a first time house (except for taxes on the non-Roth accounts). Anyone know how true this is, how the process works, or have any advice? Is it a good idea

Novice investor looking to invest 100K. Do I DCA into ETFs / Mutual Funds?

In what increments (eg. $1,000) and cadence (eg. Monthly) should I DCA?

How should I spread out the increment across ETFs (eg. Equal percentage in each)?

Healthcare consulting practice. Deloitte vs Accenture vs other players. Thoughts on who has the best practice overall?

And any insight/who has the best practice in the provider space specifically?

Airbnb is going to go public pretty soon. Are you going to pick up this stock?

Has anyone dealt with submitting domestic adoption costs for reimbursement? Do we just email them our receipts as the expense has occurred. Is there forms to fill out as well? I just started the process and made my first payment and want to know how to submit.

Hey all I am in the process of quitting Deloitte to move to salesforce in a month. Anything I must keep in mind while leaving ? Like using up subsidies and benefits before the year ends?

How much money would you want to have before purchasing an apartment? I am considering buying an investment property, I have enough cash to purchase outright but it would basically decimate my savings. Mortgage is not an option as I would be purchasing in another country.

Guggenheim healthcare reputation?

Is there any advantage or disadvantage to maxing out 401k in a single contribution instead of a taking some out of every paycheck

Has any one went from reinsurance back to insurance? The money is great and all but the W/L balance isn’t. Has anyone else felt the same?

Thoughts about Georgetown? Looking to buy and wondering what the current and future outlooks are in terms of growth

Hi All. Question regarding HDPI (GSC Bangalore). Can someone shed light on the relocation benefits external hires get at GCB 6? Also, are these fixed or can we negotiate on these as well? I'd appreciate an urgent response if possible.

Huge btc short position in market right now, I expect a lot of liquidity issues to come to light soon. Bitcoin should end up below 30k and stay there as new resistance soon. You all doubt my previous posts but all these bumps to 37-39k are fake bounces from retail buying the dip. Defi is gonna unravel. Do you honestly believe the 10-40% defi interest rates were risk free. It’s all paid by stablecoin printing backed by the assumption that crypto prices would keep appreciating

May be this is off the topic..
One of my friend who is a doctor & is an international med graduate. He passed his United States Medical Licensing Exams with above average scores. He has applied fr the match last yr & was nt able to match. Match process costs around USD10k; this year he is applying again after borrowing funds frm different sources bt he is under tremendous pressure to get match. I feel his pain as he has studied for 10+ yrs and is struggling to match nw. I m nt sure hw I can help

Want to attract top talent and build high-performing teams? Invest in employees, not recruiters:

1. Yearly cost of living pay increases
2. Flexible work policy (remote & hybrid)
3. Mentoring & leadership training
4. Reimbursement for continuing education
5. Career pathing
6. Employee resource groups
7. Benefits with low deductibles (Medical, Dental, vision, and mental health)
8. 401K with employer matching
9. Min 20 days PTO
10. PTO for community service

Let us know what you’d add in comments

Hey fishes need 11 likes help me out

What's your experience working with United Way?

Anyone from EYP, have a round with them, says 2 X 2 case studies (i.e total of 4 case studies over 2 days), can someone provide some insights on it??

How many likes does it take to unlock the DMs?

Waiting for an offer, do they check references before or after giving offer? And normally how long after interview will I hear back?

Has anybody worked on VAT team on RSM or know people that have? What is culture like? Work schedule and hours like during busy season? Any information would be helpful.

When leaving as an audit manager, if you’re going to a competitor and they ask you to leave the day you give notice, do they always pay you out the 2 weeks or are you technically fired?

Was having a chat with a recruiter who does a lot of work for me so out curiosity I am interested to hear what do consultants look for when they are moving into the industry.
- What are some of the key elements you look for vs deal breakers?
- What types of firms and industry are of interest?

Has anyone went from saas to benefit consulting? How was that transition? Was it worth it? I hear in benefits you get a book with recurring revenue.

What’s that one song you can’t get out of your head right now?

I'm thinking of moving to Denver soon. Can you fine folks tell me what pros and cons the city has to offer? I like hiking as much as I like dancing and bar hopping. Seeking a balance of nature + city

Any idea why certain of the larger biglaw firms do not allow descriptive associate website bios unlike the more middle v100 firms?

Generally curious how many companies offer phone reimbursement? My last gig did not but the current one does. Legally it seems, all employers are required to do so if we use our phone in literally any capacity (video call, slack, teams, emails etc). How prevalent is the issue of not reimbursing phone dues?

FB trivia - worst segment ito fly in terms of avg. delays. my guess Delta, LGA-ATL, Thu 4:45pm (or later)

Hi guys,
Going to my first 49ers game this weekend and was wondering what do you guys recommend for pre game, Tailgate in the parking lot? Or how early could I go have a couple beers in the bars by the gates. Thanks!

At work I tend to eat just to eat. Any advice on how to break the habit?

Anyone else here realized they have some alcohol moderation issues? I graduated college within the past 1.5 yrs and my friends are still in the heavy weekend drinking phase. I have realized I need to cut my drinking way down. I don’t drink every day and won’t crave a drink when I’m sober but it’s like once I start I don’t typically stop. I only drink about 2 times a week, but it’s the volume of drinks that’s the issue. I’m not ready to quit - just cut down a lot! Tips/advice appreciated! TIA :)

Anyone have wrist guard recommendations for weightlifting? I have small wrists and they don’t love a lot of pressure.

The nail on my second toe hasn’t been the same since I ran a half marathon a few years ago. It’s gross and totally messed up and it doesn’t seem to be getting any better. Do I see a podiatrist for toenails or a dermatologist?

If you’re not buying MGNI, idk what to tell you ... $11->$18.6 in a week and MktCap is still 2.1Bn. P/S is 5, and it has room to grow for a MktCap of 5Bn based on competitors. Just putting that out there

Any plays on FL (Footlocker) ahead of their earnings report tomorrow?

What is everyone's current positions going to the weekend?
Here are mine:
$BA 110p 4/9
$SPY 220p 4/20

BC, any outlook or positions your holding for Jan/Feb timeframe?

Start raising cash family. Take some profits. 4/14 3:51 est

Anyone taking profits from UVXY and VXX or still holding?

Thoughts on SQ considering the CEO cashed in?

I have just got an options trader job at a prop trading firm. But I knew nothing about options/trading/finance. The firms said they’ll be officially training us once we start. But in the meantime, what are some books/resources that you would recommend to start learning first?

Stocks only go up.
Apple calls, Microsoft calls and alibaba calls are peaking my interest now....

Is there any good reason LMND went up $33 in one day?

@Manager1 what’s the JWN play today?

10/06 Thread (BC):

Thoughts on fastly after the big drop? Worth buying?

5/28 Thread (General):

$TBLT man. Quite the thrilling penny stock.

New to options on fishbowl - I have a call itm with Robinhood that expires tomorrow. If I don’t sell it, what happens? Will they exercise or am I better to sell it?

Been lurking on this group for a while. I’ve only traded stocks ever. What’s the best way to start with options? Any great video tutorials or websites that can help me understand the basics. I only have theoretical knowledge of options thanks to a derivatives class I did at college.

BC - do you buy/sell more puts or calls?

We've got to hold on, to what we've got!
It doesn't make a difference if we make it or not!