Wow! Where did April go?
Did 2020 already happen? Here is a positive stat to kick things off… 72% of workers are somewhat or very confident in their ability to live comfortably in retirement!
Here are your Quick Hits:
Dress Code from the top AE Offices Survey:
We received 8 responses from AE’s Top firms. The survey question posed was: What is your firm’s policy for advisor dress code during client meetings?
Here were the responses:
· Louisville, KY – Suit (color doesn’t matter), no tie.
· Salt Lake City, UT – Navy suit or navy sport coat with nice slacks. No tie.
· Fort Myers, FL – Suit, no tie.
· Franklin, TN – Suit, no tie.
· Corona, CA – Suit, tie.
· Wethersfield, CT – Suit, tie preferred. But not mandatory if advisors choose no tie.
· Austin, TX – Suit, no tie.
· Fort Wayne, IN – Suit, no tie for prospects and new clients. Slacks and half zip pullovers for existing clients.
· Snappy Kraken that is.
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Federal Taxes since WWII
- How cheap are taxes these days?
- This is a slide from our Seminar “Protect yourself from the potential Tax Storm.”
- Source for this slide pulled from Here
GDP Grows at the Second Fastest Rate since 2003.
- First-quarter GDP for 2021 increased at a 6.4% rate, just below the Dow Jones estimate.
- “This signals the economy is off and running and it will be a boom-like year,” said Mark Zandi chief economist at Moody’s Analytics. “Obviously, the American consumer is powering the train and businesses are investing strongly.”
Who is Trevor Lawrence’s financial advisor?
- The #1 overall NFL pick is putting his $22M into a crypto account…Yes Crypto
- When it comes to my crypto portfolio, I wanted a long-term partner in the space that I could trust,” Lawrence said in a release.
- I’m not a financial advisor…but I’ve heard the saying too many times “don’t put all $22 Million Eggs in one basket!”
