Quick Hits: Snappy Snappy | Dress Codes | NFL Bitcoin

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.



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Federal Taxes since WWII



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!”