Starting out to be an Investment Advisor with just couple of accounts under management. Is there any good book about being a better advisor providing better investment performance?

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.

31, $155 base, expenses 2300mo, 30k investment, only debt is 500k house. Is it too late? How far behind am I? If I throw all of my cash moving forward at investments and mortgage can I recover?

Can anyone tell me where I can declare a home loan in the Payroll portal?

I am a little confused...

Will mods hurt the resale value of a car? I'm considering selling my daily and am debating on whether or not I should put the effort in to return it to stock.

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

2021 roth ira limit is 7k? Or am I reading it wrong

Can someone please explain the process of selling a home when you have an Islamic loan? Since it’s profit sharing i don’t fully own the home right? So if i sell it i can’t take full profits since i don’t own it outright. I’m considering Islamic financing but have so many questions about it. Can you take an equity line? Can you write off mortgage interest?

Considering adding a REIT index to my lazy portfolio allocation for my 401K and Roth Accounts. Thoughts?

First house is currently valued at 900k (bought at 500k 7 years ago). We are considering a move to a LCOL city to try it out.

Should we rent it out for $3800/month to make money while keeping it as rental properties or sell it so we can buy a new home property and then invest the rest? Looks like getting financing for second home is pretty tough.

House is in Arlington VA if it matters.

Looking for book recommendations; any favorites? Interested in both fiction and educational/self-improvement (for example, investment / finance books, time management, etc). I feel my vocab is...

Any suggestions for anger management books?

Cisco

Pros:

- fairly decent place to work (from someone who worked with the Vancouver and San Jose offices). never met a blue badger (permanent employee) who had awful things to say.

- Ashley Goodall (their SVP, Methods & Intelligence) co-authored a brilliant book on leadership and people management called “Nine Lies About Work” that makes me believe they can be an awesome place to work

Cons:

- red badgers had low morale since they’re contract workers and can be terminated at any time

Looking to see how much other Provider Enrollment Specialist make including what their company's invests in their 401K

Hi guys. I have a query with regards to the Income tax proof submission.

So I have claimed exemptions on the following-
1) HRA
2) 5 year term deposit(fixed deposit) under Section 80C
3) Interest on education loan under Section 80E

I have also provided previous employment details.

Guys I didn't know that we have to submit declaration forms as well. Can you please tell me which are the declaration forms that I would need to fill and submit??

Thanks in advance :)

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

My SO and I are touring a home tomorrow that we’re considering purchasing. With COVID restrictions + high interest in the home, we only have a 15 minute time slot to tour it. Suggestions on what things we must check out given the time constraint? We’re first time home buyers, so want to make sure we don’t miss anything critical during our tour

First year in consulting, is it worth purchasing a car this early? I’m living at home and about a 45 minute car ride away from my home office. Any suggestions? What have you done?

Can you set automatic investments in TD Ameritrade? Looking to DCA at the start of every month into index funds without having to manually buy. Thanks!

Looking for a financial advisor to help us begin investing - any recommendations? Is $30K enough to start with?

I’m a technical sales engineer in the building automation space. 2 years out of college. Anybody have any advice on the best way to get into the tech industry as a sales engineer? Appreciate any insights or advice

How much percent of the variable pay generally people can get in EY GDS. Got an offer with 15% as variable pay in an cloud architect role. In average how much people get..

Does ibm give any Diwali gifts?

Got ibm offer but it's a different location from my city and they said its banking project so have to report to office soon. Any options to get role / project in my city itself without losing this offer ?

Is 16.5 LPA for a data scientist with 6.5 years of experience less? Current band 7A.

Hi Fishes,

Can anyone give my referral as a software developer in KPMG. I have one year experience on salesforce developer.

Hope all is well fellow Floridians! Delray Beach here representing! You can catch me out by the beach or cruising around enjoying the sunshine.

Deloitte Manager or IBM Manager?? Please suggest.
Almost same fixed package.. skill SAP Functional Close to 10 Yrs experience.

I worked 2m for startup company and absconded due to bitter experience from Jun'21 - July'21 , later immediately joined to another company Aug'21 to present(under notice period). Now I got offer with comcast and will moving on Jan'23. I'm bit worried because I don't have releiving letter for those 2m but all other records are clear with me(includes to company I'm currently serving notice period). I yet to reveal this 2m to my Hr. Should I tell and leave as such, Kindly pour your advice.

Anyone work with AI at a macro level? I am trying to understand how AI is consumed today within software? I would guess software companies use cloud providers AI solutions followed by open source and then maybe through smaller providers, proprietary AI and APIs. Anyone has deeper understanding of this?

#OverheardAtWork "I just came off of the ice, what happened to vision 2020?"

How long do you spend on monthly reporting for your clients?
My 3-person team spends about 15+ hours a month each writing monthly reports for our clients (99 small retainer clients). We’ve received feedback that they’re too complicated and the clients just want to know - are we on the right track, what action items are there, and what any next steps are in their strategy.
How do you simplify without losing value?

Anyone expecting layoffs due to COVID-19? There’s an indefinite hiring freeze and most promotions and have been paused. 👀

Any paralegals here working at Nesenoff & Miltenberg LLP in Manhattan? How’s the culture, pay, and work and life balance?

Hey All,
I finished a third round interview, and HR contacted me that afternoon saying I had positive feedback across the board and they would contact me the next day regarding next steps. It’s been two days and they finally get back to me saying they haven’t been able to sync with the hiring manager but will keep me posted. Honestly I wish they would talk with the hiring manager and then let me know the decision instead of checking in. It’s messing with my emotions.

Hot practice areas for laterals?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

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

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.

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

I need some good career-development or finance-related books, anyone got any recs?

What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?

Booyahh, landed hedge fund number 2 for IPOs.

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.

Anyone ever work at First Command as an advisor or manager position?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Craziest parties / perks on firm budget you _ experienced? Friend of mine had a table+bottle service at a super bougie Miami club. My office on the otherhand had a pizza party.

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

Hey fish: what are some of your favorite business/self-help books?

Anyone knows about the base for chase PCA?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

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

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?