Cash Money!
IBTF is the 2025 ETF for the distribution portfolio. This is the ticker for 2027.
What is IBTH?
This is how often outside accounts that are not linked to Akoya are updated in Orion.
What is quarterly? (or by advisor's request)
The most important dashboard alert to manage.
What is "Accounts Without a Model"?
This is when loss carryforwards expire.
What is...they don't?
The ticker Joey dressed up as today.
What is DIS?
This is the range for a DCA in CTWM's Best practices.
What is 3-6 months?
This is the AUM that the outside accounts we manage roughly make up.
What is $150M?
This is what snoozing does.
What is...removes the portfolio from dashboard alerts?
Among TWR or IRR, this is used to calculate benchmarks.
What is TWR?
The ticker Chris dressed up as today.
What is BTC?
This is how often Joey runs the F-CASH Process.
What is weekly?
These are the two ways that make updating outside accounts in Orion more efficient.
What are adding our phone # for 2FA and linking the account to Akoya?
The theme that Sarah uses for her Eclipse.
What is light theme?
The phrase used to describe similarities between funds and their TLH options that would make them ineligible (Spiderman Slide).
What is substantially identical?
This statue was shown during Lucas's Estate Planning presentation today.
What was Augustus?
This is why we are changing the money market preference in retirement accounts to non-treasury-only options.
What is because there is no state tax benefit?
These are the three platforms that allow us to link their outside accounts to Akoya.
What are Fidelity, Empower and TransAmerica?
It is best practice to add a tag in Eclipse at this level (Model, Account, or Portfolio).
What is Portfolio?
Our TLH option for large blend.
What is IWB?
The final score for Jeopardy's winning team yesterday.
What is 1800?
This is the calculation you use to find a tax equivalent yield on a municipal money Market.
What is Yield / (1-Tax Rate)?
The value of the largest outside account that we manage. (Guesses within $500k accepted)
What is $6,139,832.50?
Name 5 of the 8 Dashboard Categories.
What are Distributions, Contributions, Cash Needs, Out of Tolerance, New Accounts, Pending Trades, Ports without a Model, TLH Opportunities?
The percentage of a fund's holdings must be in treasuries to qualify for the CT Tax Exemption.
What is 50%?
This is Josh Sweeney's dog's name.
What is Macaroni?