What mutual fund companies you use most

TD Ameritrade, according to their required short interest reporting, report121% short interest still outstanding on GME

I'm late 30s, in industry now with TC of ~$175k (up from $35k fresh out of undergrad), a kid with another on the way, a mortgage, and car loans. AMA!

Yes, this is tongue in cheek 😀

Looking to buy a rental home in Durham,NC. Anyone here has any recommendations of what to lookout for specifically in this area ? This is my first rental property

Anyone here recently get or see any amazing jumbo mortgage rates? It’s painful to search each bank individually. Would love something under 5.5% (only looking for 30 year fixed)

Am I missing something with Quickbooks? I’ve been hearing a lot of firms use it so I signed up to try it but it’s quite confusing with the trust accounting. Looks like I need the advanced version but that’s like $180 a month. We already do billing through Tabs3. Would I be better off investing in an all in one practice management + accounting + billing software? Any recs?

Hi, Ive been working for 5 yrs now , but haven't made any investment or bought asset as such, no savings except the ppf. Please guide

Anyone buying BCC? Bloody it shooted up to 700.

When is the right time to buy a second home (primary investment/ secondary vacation home)?

Who all is looking to buy a house and in what area?

All my six-figure salary consultant friends are ranting about how poor they feel right now because their IRAs/portfolios are down. Think the people in this industry need to take time to volunteer or engage with some tougher parts of town and understand that by virtue of even having investment accounts, that they’re more financially safe than at least 50% of America. Sad to see

Thoughts on buying a house now? Lease is up in January. Can finally afford to buy. But would it be better to wait until next year in case of recession -> foreclosure market -> better deals? WDYT

At what age did you buy your first house?

When, if ever, do you add “Esq.” to your name outside of work?

I’m currently in a minor dispute with a company over a credit card overcharge and am wondering if I should have added “Esq.” to my signature in my complaint email lol.

Thoughts on buying a 2nd house in this market? Need a property close to the slopes here in CO. When do we think the vacation market will bottom?

How much are your biweekly paychecks after taxes, insurance, 401k contributions, etc. and how much of each paycheck do you tuck into savings?

I was offered a position at fidelity. Now when I trade on behalf of a client, will I get commissions for that trade?

Senior manager and associate partner at MBBKOW how comfortable are you in dubai? Can you afford a nice house, car and generally (within reason) not worry about money?

Assume wife works as manager in big 4 consulting

Anyone with experience in the short term rental space willing to connect?

I was in the market for a first time home in New York but the market and rates got too out of hand. Recently pivoted to a few out of state options for an STR and would love to learn from someone who's set one up.

Thanks!

Accidentally sold all my VOO stocks when I was trying to put in a trailing stop loss. 🥲 Feeling real crap.

Recently received an offer from TSG was wondering if anyone would have any insight if it was a good offer or if I should try to counter

Is anyone from this bowl working at 6sense?

If yes, please share some info regarding work culture, Work life balance, job security and employee benefits.

Thanks in advance, fishes.

Does anyone have any insights on the Certificate Investment Performance Measurement (CIPM)?

Hi guys ,

In paris if you get a salary of 83 k + 1 BHK allowance and other benefits .is a good package to live and work comfortably. Please kindly suggest me.

Thanks alot

If your contractor (construction) left without finishing the job and is unresponsive what legal options do you have?

Hello Fishes! I'm looking for a job change (In Pune or remote preferred) and I hope someone could help me with a referral.

Role: Scrum Master (PSM I certified)

Total Experience: 5.2 years with 2 years as SM and 3.2 as QA.

CTC: 8.2 LPA

Skill Set: Scrum, Scrumban, Agile, API Testing through Postman, Performance Testing through JMeter, JIRA, Bugzilla, SQL, JSON, REST, Manual Testing

Notice Period: 45 days.

In urgent need for relocation. Any help will be appreciated.

Thanks.

Are your offices reopening soon?

Audit > FDD > t15 MBA > BB IB

Thoughts?

Im in internal sales.
a few years ago my company implemented a "2 pack" to my pay pay plan. Where they would deduct 200 per month to counteract minimum wage increase. Fast forward to now, it's 480 taken From commission.
Anyone else see this?

How is HCl for SAP projects and do they provide base location as mumbai?

Does your office recognize admin appreciation day? Does your executive do anything to show their thanks?

For those of you required to be in office- do people use the phone and email to contact you or do they still come by in person? People in my office seem not to understand how the phone works...

Received an offer for a Project Delivery Specialist II in GPS. Are all Project Delivery types tied to PDM? Is it possible to negotiate the track prior to onboarding? I’m on the fence after reading all of the threads suggesting to avoid. However, ideally, I’m really only looking for a year 1/2 engagement before industry or grad. I just want to keep my options open if needed. Any insight is greatly appreciated. TIA!

Hello fishes..How are pega developer openings for 2 year experienced lately @tcs @infosys @aaseya @coforge @capgemini @techmahindra @cts @verizon @virtusa @pegasystems any information will be of a great help

is there hiring freeze going on in Fidelity International?

How is the job security in accenture, i am switching to accenture on new technology which i learnt my self. I will try my best to.perform well, if i dont meet thier expections will i be put on bench or in PIP.
Exp 4

Trying to find an investment property to rent out for about $300k - what are your recs for location ?

Why are the summers so stressful! I was supposed to have a hot gyal summer.

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?

I had to take a loan out to help out a family member w some unexpected expenses. Can I take some of my gross business income and pay any of my personal debt balances as a "loan" to myself?

Dumb question: can I set up a solo 401(k) through my RIA? Or does that type of account always go through a B/D? Cont.

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

I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

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

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

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

What the heck does your day look like? I mean really do you do anything anymore other than take client calls and screw around online?

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

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

Any black asset managers? How has your experience at the firm and in the industry been? Both internal and client facing.

How old were you when you bought your first house?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

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

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

I’ve got $1500 to spend on business development by year end. So, here’s the question. If you were to imagine starting your business from scratch and all you had was $1500 how would you use it?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?