Equity research analyst; engages on analyst career paths, MBA/ER pivots, and market-facing analysis relevant to capital markets and valuation.
You’re 32, Software Engineer, NYC. $250k income. $350k retirement $250k brokerage. Do you max retirement/brokerage accounts or focus on saving for a $1M apartment down payment?
You’re 41, Tech Executive, San Jose. $1.2M income. $3M invested assets. 3 kids (all in middle school). Public school or $70k/year private?
You’re 35, Tech Director, Seattle. $600k household income. $900k retirement $700k brokerage $300k home equity with $1.2M mortgage Pay off your mortgage or keep investing
You’re 37, Corporate Lawyer, New York. $550k income. Married, 2 kids. $600k retirement $300k brokerage $200k cash. You’re on the partnership track, but the hours are brutal. Some say partnership is worth the grind. Others say quality of life matters more. Option A: Stay for the partnership...