The joys of statements and clients freaking out. One I got today "I've lost $35k and I pay you not to lose money" Excuse me? You take $2500 a month out of a $450k account against my advice.

I am wanting to start investing in real estate in the new year… I’m using this month to read up on it and familiarize myself with it. I am a true beginner and wanted to ask for any tips, tricks, advice, books, videos, magazines, podcasts, etc to start? Please let me know!

How do people here reduce their tax bills? Me and my SO earn about 400k gross and take standard deduction. We don’t own real estate, only S&P500.

Hi there, I’d really love some advice from you all. In the last year I had to sell our home in Boulder, CO and embark on a new build process on a home in Tampa, FL. It turns out my dad can’t afford to live on his own so we found a home in FL that would have an in law suite. We locked in a rate but it expired and they are unwilling to extend due to the fact the builder is delayed and supply chain issues. Is there a smart way to structure loans now I’m unaware of? I’m super concerned.

$GOL and $AZUL: high risk trade here but sharing the idea. Both getting HAMMERED right now due to Brazil covid sitch being the worst maybe in the world. Also strong dollar hurts their earnings overall. Earnings are coming in about a week. Potential for reversal there but the big play is if they are bad (they should be) and both go down further. At that point it's a good idea to load up on LEAPS.

Was in INTC 45, RKT 21.5, travel move since early Feb as some sort of fishbowl cred.

Our House hold income is $160000. We both have a very good credit score. With $70000 as a down payment, what is the max mortgage we can get.

With all the talks about GME, AMC, NOK, a smart investor gets out before the music stops. If Chamath was on our side he would have exercised his options and held the stock and not sold the next day. He is not one of us, he is just anti-WallStreet. Do not put money you cannot afford to lose and no margins.

Any recos for a fee-only financial advisor that’s under $300/hr? Need to understand sole proprietor/small businesses.

Would you recommend purchasing a condo for rental purpose in this hot market? Wondering if I should purchase now (have liquid cash) or wait.

Anyone else move their 401 to cash at the beginning of COVID? Thinking of putting it back in the market and curious if anyone else is thinking the same.

Instead of forgiving student loans. I have a great idea for the govt to spend money. Give free AirPods and ashtrays to all the people on the subway who don’t seem to have neither.

Anyone buy property in South/Central America ? Considering making an investment in a unit in Panama City, Panama. Friends and I visit here and there + AirBnb seems to work well there. We have a lawyer contact and have a friend that purchased down there, but they aren’t as concerned about short term rental cash flow. Overall purchase price is low (300K) for a nice large condo in a nice area of the city. Just curious on the thoughts of others.

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?

Are Certificate of Deposits (CDs) getting popular again with the rate hikes? Thinking of putting some money in since I’ll need to buy a house in 2 years.

Anyone tried being a realtor on weekends?

Once you have PR is there any restriction on getting a visitor or traveler visa to USA ? Will need to give up my H1B in US when I move full-time to Canada but might need to return to settle estate

Canadian moving to the US - sell or rent my properties? Exploring the idea of moving to Cali for an associate job while owing 2 properties in Canada (a rental and main residence). Since housing market is rising and because I don’t know if I’ll like it, was thinking of renting them both. I bought these 2 properties in 2021. Started looking into the tax considerations and became a bit worried about double tax issues, 25% tax remittance to CRA. Can anyone can share their experience / knowledge ?

Does anyone know good case law or secondary sources discussing the merger of estates and the liabilities of subtenants after the merger?

Cancelled my CSP 1 year ago and tried getting the CSR but chase won’t let me get either now since I got the bonus within 48 months. I told them I didn’t want the bonus just the benefits of the card

Hi all,

I’m in the middle of my prep for interviews for entry level positions. A lot of online material seems geared towards consultants/managers, in terms of complexity.

Whats a good amount of time to dedicate to case prep for example? and any advice on managing the pressure/nerves too?

Thanks! :)

All these announcers do is talk about how Aaron Rodgers is God… it’s worse than Brady.

When will A1 n A2 learn that they are a dime a dozen? I’m not saying ur any less human, we’ve all been or are there. But it’s a crappy two years of salary n then u have the leverage u need to adjust.

For an industry built on numbers and valuations, the number of times "~" shows up before numbers in my decks is quite depressing

What is a salary to live comfortably? Like no roommates, nice little living room in a popular/safe neighborhood? I make 110k and most recent apartments are minimum 1700 for 1bd. Sounds a little steep for Philly.

What is the exit pay after 2/3 years at top strategy - MBB, LEK, OW, etc?
I got an offer for 90k plus bonus for an in-house strategy role - is this good or bad (pretty much same base as current with less bonus).

I just moved on that ballot like a bitch. Just reached out and grabbed that machine by the vote button. Republicans could't say no. When you're registered they just let you do it.

Have associates started leaving your firm/office post-bonus? More than usual? Wondering if the associate shortage will continue (which has implications for additional Special Bonuses).

Hi Fishes
What does designation lead rep quant analysis means.

How does one get in the Best Lawyers lists? Couldn't a firm just submit all of thier attorneys?

I fell into IT consulting (strategy) 8yrs ago and want out. Currently manager but have prior experience in finance for 5yrs. Trying to get out but all the roles I see are too technical... any thoughts or recommendations?

Didn’t know that I didn’t need an amendment if I work less than 43 days in a rolling 180 day period

Wanted to share some positivity!

I gained 25 lbs throughout 2020 & 2021. In Jan 2022, had a goal to get back in shape.

Beginning in April, after a combo of fasting, intuitive eating, hitting the gym 4-5x/week, going thru a short cutting phase, weight training at 85-100% & slowly building back up to 5k steps daily, I lost 20 lbs in 6 months (end of Sept)!

What’s the hardware of choice for Salesforce SEs? MacBook or PC? I need to decide soon before my first day.

Is there a function that's like sum product on excel where you can sumproduct 1 to many?

Hi Fishes,

Current CTC - 9L
YOE - 4
NP - 90 days
Domain: ☁️ GCP

Kindly suggest me the CTC i can ask for first offer and the max estimated CTC i can reach?
Thanks,

Down to 158lbs from 167lbs in Dec. 5’7”, 34yrs. 😊

I’m filling a job for a leading b2b company in the travel industry. Ideally you have 5-8 years of sales experience, selling to senior players in the travel (defined broadly). Ideally some digital media selling experience. Minimal cold calling; this role is primarily a consultative relationship sale. If interested, reach out and I will send more info.

As a manager, how do you expect your employee to deal with a diffcult customer?

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 💁🏼‍♀️

Favorite font for meeting notes and other stuff in Word? What about emails?

Performance reporting software ?

What are experienced advisors doing with moderate 60/40 portfolios right now? How much international & EM are you exposing to the equity allocation of your portfolios?

Merry Christmas all. Looking for good books for 2018. Possibly related towards sales. Heard about questions that sell etc. any recommendations?? Trying to learn all I can as a new RIA

Anyone have suggestions for a good iPad Pro case/keyboard combo? Anything else(accessories, apps, etc) I should get to optimize the iPad experience as a financial advisor?

Who here meal preps at the beginning of each week?

Hilton getting sued for espionage is the Cold War we needed in 2020. Acc right now is not a bad time for bad press considering the industry is in the toilet anyway

Do any of your co-workers judge you on your music tastes and activities? I go to music festivals and like dance music. Hear lots of jokes about drug use that aren't true but nothing I can do about it.

Any tips/best practices for a manager trying to walk the line between being supportive of an associate and answering any and all questions vs encouraging them to figure things out for themselves?

How much vacation or time away will you take this summer?

Do any other women (or men) constantly experience people assuming you’re an assistant ? It seems like being a young female people assume you must be the advisor's assistant. How to do handle this?

What is your close ratio with walk ins/call ins?

What is most people's process for updating their client CRM notes? I have become a bit lazy with this process, and am just curious how other people do it.

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Best books you read this year that aren’t about sales, marketing or prospecting?

Door knocking in the winter? Has anyone ever tried this? Thinking it might just pissed people off having cold air blasting in through their front doors.