What investment platform for CMA did you use that you liked? I used Merrill Edge for over 10 years now, but it doesn't let me by ARK so I am considering using another platform. Do folks like Fidelity? JP Morgan/Chase? Or more "pure" trading platforms like E-Trade and the like?

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2H 2022 (2211) content & assessment(s) available NOW!!

#SAP #SuccessFactors #Assessments #StayCurrent #Certification #2H2022

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Hi fishes,

I hope you are having a great day!

I wanted your inputs on Upgrad PM course from Duke University.
Is it worth it?
Any idea on job placements and value of the certification.
Do we need to get PMP certification or is this enough.

Please help me out.

TIA

Are there are PharmD who transitioned to clinical project management? Would love to connect! Right now, I work for a major PBM and pursuing an MBA- project management concentration. But honestly, I don’t know much about combining both my PharmD and MBA. Would love to see what others are doing and inquire about the stress levels as a clinical project manager?

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What is personal independence??
Why Pwc asked me to fill all investment details for me and my dependant.
Can anyone please help me on this ??

@pwc

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Anyone here start out in PA and leave to go to law school and come back? I’ve been contemplating leaving and going to law school for years. I have 3 years of advisory experience primarily in financial services/ tech implementation/ and restructuring. Bs Accounting with a 3.2 gpa MBA with a 3.89gpa. Would love to hear advice on what I should consider.

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Looking for names of some effective financial/investment planners. Any suggestions? Plz give only the ones u hv worked with or experienced!

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Have an interview coming up with Amex for project management roles. Recruiter said they are considering me for multiple open roles? Can anyone give me some insight into this? There’s a behavioral and American Express technical interview

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So. I plan to invest $100k new money and I want to know what stocks are looking the best. Esp considering future results from the vaccine...

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Hello Fishes,
I have 7+ yoe of running my family logistics business and have an international MBA. I was planning to switch to a new company. What position and CTC should I expect?

I can’t believe I sold my NIO positions after holding for several months right on time at $53 this morning. What is a good price range to buy some positions back? Any thoughts? Thanks!

I have significant equity in a property (300k+) and maybe another 200k across other properties. I have a decent amount of money in cash and already 200k or so in stocks. Would you consider pulling money through cash out refi and using it? I get nervous for stocks being so high. I have a few properties in pipeline already. How would you suggest using it (if at all).

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For anyone who has the CIPP/US certification, how long did you study for the exam?

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Can any one tell me, how to invest in quant mutual fund through it's website?

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Hello guys,

How much % of salary do you save?

While mentioning %, please let us know if you are married/unmarried, pay rent or not.

Just want to know if 70% is enough for a single man who does not pay rent. Or am I saving less money?

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There’s a debit card that I’ve been using for the past 4 years and it beats out some of the cash back credit cards. It’s the Cash app debit card. I haven’t heard people talk about it in the card community and it could save people a bit of money - 10% cash back. I posted about it on my Instagram HerMillennialMoney if you want to learn my tips and tricks with the care.

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https://joinfishbowl.com/bowl_krzopya5m4

Hey!! People... Would request all the CA, CMA and CS professionals to join this bowl. So that people can share vacancies in Industry and refer each other...Bcoz after working in big 4 after sometime...we all know it's not possible to continue 😂😂!!

Please share with your friends as well

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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Does MBB ever let people specialize in Life Sciences right off the bat at the post-MBA Consultant level or do you always have to start out as a generalist?

Are Mastercard, AMEX, Visa - Product based companies??
Also, what would be the best choice for data engineers?

Do we have to update the tracking and trading with details of like mutual fund, life insurance

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Any experience with HIG Whitehorse (direct lending) interviews at Analyst/Associate level?

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Drinks today near Chelsea/Midtown area? 32 - F
Pls share age/gender

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I'm glad there's now a bowl for small business owners.

What are your top 3 challenges that you face?

I'll start. I own a wine business for background information.

1. Getting people to buy wine virtually
2. Shipping cost
3. Supply

My mother in law is dying of cancer but is also a toxic person. My husband has mixed feelings around letting her dump all of her emotions that should be handled with a therapist on him. Beyond this,

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How have you combated your fear of rejection? I fixate on such small things as when my friends, for example, reject plans I have made. This definitely makes me more averse to putting myself out there and makes me ruminate on past perceived failures, which are clearly not good for personal growth

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Confession: The only in-law that I had a great relationship with passed away unexpectedly. The two remaining in-laws were on thin ice with me prior due to years of drama, nagging, and disgusting display of wealth. I believe their demand of money and general assholish behavior drove in law to his death. I love my S.O. but I can’t deal with the drama anymore.

I want to have a family and a future that is drama-free and full of love and don’t want to surround myself with negativity.

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Married to a crazy rich girlfriend and it's the worst experience of my life. She can afford anything, flying first class everywhere, wears all branded stuff and she doesnt have to work for life. I am working very hard to provide for family and I am still not able to add any value to her life and she's been distancing herself. We havent had any meaningful interaction in the past 1 year too, been sleeping separately, no touch/kiss/sex or anything like that. We might be divorcing soon...

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Has anyone gone through uscis SAVE check for drivers license and any idea how long it takes ? My drivers license is stuck on the SAVE check and I am struggling without driving for almost 2 weeks now

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If you’re apply from a big 4 to another for the same job you do, how do you explain to recruiters why you want to be there? It’s basically the same place…

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I want to move to Europe or New Zealand. I am educated/barred in the US and only speak English. Is this hopeless, or are there opportunities out there for someone like me?

Fwiw, T14, V50 big law, F50 in-house. Antitrust/competition/sales/marketing/business strategy and ops.

Cross-posting.

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Can anyone here hook me up with a reference to Freddie Mac please?

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How many hours a week are you working? I’m generally clocking about 50-60 and I’m exhausted. I’m busy, but it’s mostly because no one I work with has any boundaries.

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How important are Sundays in your coaching world?

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I have a very strong networking background and want to break into cloud space. I don’t know much about database and applications. What should be my learning strategy? e.g do AZ103, AWS solution architect, AWS networking certs? Please guide me.

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Hello Fishes
What should be the expected salary hike when someone is doing tablue course from well known agency??
Current Industry: Market Research (Renewable Energy & Power sector)
YOE: 4.5
Preferred Relocation: Bangalore, Other IT Hubs

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Ikon or epic pass for NE skiing?

The day just started, and already...

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Is their an agency freelancer/ staffer blacklist?

Mainly production, but just curious if anyone is aware of such a thing. Thanks in advance

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Currently I pay $1900 for a brand new & modern 1BHK in the Greater NYC area. Moving to SF later this year. Any recommendations on how much to budget for SF? Will be working in Downtown area & currently got a car. I am little bit divided on whether to sell the car or move it to SF.

Looking for a good neighbourhood and ok with 30 minute commute to work.

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Additional Posts in Personal Investment Chatter

My wife reads nearly an entire book per day just in her spare time after work, no exaggeration. I’m amazed by her and wondering what ideas are out there to monetize her skill? Book editing maybe?

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Getting about $2200 back from Federal and $1300 back from NY State. Claimed 2 for both last year and having 2nd kid this year. Should I bump to 3 or keep as is?

HELP!
If I sell a mutual fund (aciex) to buy an etf (splg) in my Roth IRA account, do I have to pay tax on the sale when filing next year? How does this work? TIA!

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Used car prices starting to come down?

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Is there any website to get a template for decent/basic contracts (i.e. leases, purchase agreements, partnership agreements)? I want a base to start, without having to sign up for a free trial and then get hit with a bill when I forget to cancel...

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Recommendations for best ways to save for retirement after contributing to 401k up to match and maxing out Roth IRA?

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Opened a Roth IRA account last year and put away a portion of $ each month to eventually reach $6000. This year thinking of plopping all $6000 there in Jan. What method do you all follow?

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Looking at investing in FedEx and GameStop. Check out Forward PE and PEG, good earnings growth and operating cash flow. Thoughts?

Started my Roth IRA in 2019 and bought some funds that aren’t doing so well. I want to trade them for an index fund that the majority of my Roth IRA is in. Will I be penalized for “selling” before a certain amount of time? I don’t plan on taking the money out until retirement, just want to reallocate.

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Thoughts on buying into Wells Fargo now, at their 52 week low basically.. Bank too big to fail of course and their imposed caps on grown expire in a year or 2 I believe with regards to how much $$$ they can lend out or take in...

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How is everyone feeling about the market today? Buy? Sell? Wait?

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What are the best platforms for investing in startups as a non-accredited investor? (E.g., pursuant to the JOBS Act and CF regulation)

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Does anyone else think that IBKR’s customer service is kinda shitty compared to other brokerages?

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Any accountant recommendations in NYC? Looking for someone who understands the travel situation of consultants, etc. TIA!

My company matches 3%. Is that low or on par?

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

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What are your thoughts on lending money to family when asked? (Cont)

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New to investing. Looking for any/ all tips... book recommendations, YouTube videos on how to get started

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Whats the benefit of a roth ira vs an individual brokerage account?

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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

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