Thoughts on asset allocation / recommendations for improvements? House savings is essentially ~3-5y savings. Didn’t include tickers but plan to choose an Etf for each, both active & passive

Realized my savings account interest rate is now higher than my mortgage rate. No way I pay that off early. Eat your heart out Dave.

Anyone knows how to import client tax data file in CCH Axcess? We received 2016 return data now want to import instead of keying each number. Thanks

My goal is to save 300k by end of 3rd year. HCOL. Do you think I can do it? Or maybe 5th year?

Fishes,
Im working in Ey india,
Do i need to declare personal loan anywhere is it required?

Which credit card do you think is the best for ME consultants?

Thoughts on the VC Royal Eagle? Seems crazy undervalued, you can get it for less than a DateJust! What am I missing here?

Quick question fishes: if someone who called a small % of company requests for tax return of the business, are we obligated to share it? This is a “technical cofounder” who existed two years ago

Monday Wordle :

Wordle 401 5/6

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How is the blended state tax rate calculated. Say I have the state deferred tax number. What’s my denominator to get to the correct rate? Is it the pre tax

Non-US-citizen, resident aliens - worth maxing out 401k, Roth etc? Might not stay in US until retirement.

Best resource to learn about the energy generation world and trading? Would appreciate some courses, books, or leads.

Let’s talk credit cards! Is there any one which has 0% foreign transaction fee? (Like Revolut)

What am I supposed to do with a firms mandatory pension notice? $6B... okay, seems good 🤷🏻‍♀️

Or am I supposed to actually pay attention to something specific in the notice?

Anyone still holding up those stocks? Chances of regaining the momentum in the near future?

First time investor in the US. Any suggestions on books / blogs to read to get smart. Where do people typically invest given all the client related policies in place for consulting firms?

Have you received the salary today? Got the mail now but no credit yet in account 😕

Sorry if this has been asked a few times but - relocating to Charlotte and looking for apartments, preferably in southend. Any solid recommendations or places to avoid?

Looking for a 1 BR - 2.4K a month or less.

TYSM!!

I’m seeing lots of posts about really bad losses. If you trade you’re going to lose money - hopefully not all the time, but many positions will be mistakes. But you need a process to find ideas and manage positions. Two books you should read are “The New Trading for a Livinng” and “The Laws of Trading.” Both look at psychology, process, and risk in different ways that can help you work out your own process. The next 18 months will be much harder than the last 18 - time to start learning.

Do you guys have Any good books on business? Not those self help books

Hello,

I have done my cyber security certificate CISSP with 9+ yrs exp can anyone tell me how can I move in to that role and how much salary I can expect l.
Thanks in advance !

Please help to choose one of the option
Maruti suzuki - 19 LPA
DXC - 20 LPA
AMERIPRISE - 22 LPA + Bonus 2LPA

Hi everyone. I am trying to change my current company. I am currently working with Stonex and have experience in financial domain for 11 years. My profile is in Surveillance Compliancen, Kyc Aml, QA Six Sigma, Trade Surveillance and ecommunication Surveillance. It would be great if i would have got one referral.

Thanks.

At least Ye is actually selfmade without a million dollar loan from daddy.

So what is this rumor about EY switching to biannual promotions and raises for assurance? Any validity to it?

My probation has been increased by 3 months. Honestly, idk the reason because I have worked so well in these months. Like seriously 🙄 Are there chances of firing after those 3 months?

Can anyone recommend a good resume/cover letter review or writing agency? Either digital or in NYC
I’m not getting the response I’d like from my applications and want to try switching it up

Do we think SAP is a dying ERP and won’t be able to compete as more “custom” SaaS solutions that are more tailored to a customers needs are popping up more frequently and a lot cheaper?

How many leaves are there in TCS in an year ? Anyone can share lastest breakup for the same ?

Are we on recession? My portfolio is super down - low cost ETF investor here

Hi ,

I am very much interested to know if IBM India has any node js projects?
Has any one have any experience of working on node.js /express.js or MERN stack developer at IBM?
TIA

Hi, I am dotnet/angular developer with 11 years of work experience. I am looking for a job in UK/US/CANADA.

Watch out for $SDGR - Bill Gates backed recent IPO- potential next meme stock . No options yet.

I am holding an offer from jpmc for Associate, package- 18lpa, yoe- 5.7. Is the pkg fine or jpmc could have offered me better?

do we need to submit at base location or can we submit at our nearest cognizant office?

Do PEs offer singing bonus or relocation fee?

Hi All,

i am .net dev with 3.3 yoe have offer of16 lpa (service) and my current company (product) is trying to retain me with 14 lpa its been 1.2 yrs in my current company. Tech stack is good over here. What should i do ? b please suggest.

What’s everyone’ salary expectations for a claims adjuster (any line of business) at these various stages: 1-5, 6-10, 10+ YOE. Which line pays the most?

What are everyone’s 5 year goals?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

I do not prospect. I open accounts while slamming a revolving door.

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

Anyone use an auto text reminder service? I rarely have clients forget but I had 1 this week

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

So the fiduciary rule got tossed yesterday

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?

Do you ever feel you can’t tell your former colleagues how well you are doing? I worked at ML & now indep. Talking to friend at 8am, I’m at store picking up milk, etc. Friend asks, are you at store?

How do you feel right now 1-10? Why?

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

Looking to revamp my marketing strategy, what are some out of the box ways you've advertised?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!