CARES Act
The IRS waived this requirement for individuals who are at least 70.5 or have inherited a qualified account.
What is RMDs?
Worst performing sector YTD.
What is Energy, -46.13%?
The definition of Peloton.
What is the main field or group of cyclists in a race?
The regulation distance you should stand apart from someone to avoid contracting Rona.
What is 6 feet?
Order of value ladder rungs starting from the bottom.
What is...
Who you are?
What do you do?
Why you do what you do?
How you do what you do?
Why you do what you do?
Who do you do it for?
What makes you different?
Why should I do business with you?
The IRS has declared this date the new tax filing deadline for 2020.
What is July 15th?
Best performing sector YTD.
What is Information Technology, (-9.54%)?
The name of these dogs.
Who is Leia and Kona?
Name of the Ohio Department of Health Director.
What is Dr. Amy Acton?
The whole ZERO story.
What is...
Z = ZERO trading fees, ZERO funds and ZERO account fees.
E = Execution quality and price improvement.
R = Rates on cash
0 = Our robust offerings?
The amount that individuals, regardless of age, can withdrawal penalty free from their qualified accounts.
What is $100,000?
S&P 500 YTD return as of Tuesday, within 2%.
What is (-17.25%)?
The 3 main metrics the Peloton bike measures.
What is Cadence, Output and Resistance?
Max recommended number of non-family gatherings.
What is 10?
*Daily Double*
Role play HERO
Pass or Fail
The amount participants can borrow from their 401Ks/403Bs in the year 2020.
What is $100,000 or 100% of their account balance, whichever is less?
Peak to trough of S&P 500 return currently in 2020, within 1%.
What is (-29.5%)?
The name and breed of Chad's new puppy.
What is Carmen and Standard Golden Doodle?
Number of reported Rona cases in Ohio as of 4/8, within 100.
What is 4782?
The 3 pillars of Fairlawn’s Team DOS.
What is....
1. Push for Primary
2. Stewards of change
3. Referral culture?
In the year 2020, individuals can donate this percentage of their AGI if donating cash and this percentage of their income if utilizing a QCD.
What is 60% of AGI (cash) and 100% of AGI (QCD)?
Jurrien’s current projection for the forward P/E of the S&P 500.
What is 13-14x?
The number of employees in the Fairlawn branch that own a Peloton.
*Bonus points if you can name them!
What is 7 employees?
Who is Lauren, Chad, Julie, Oschman, Aaron, Hignite and Orr?
Length of time The Rona lives on cardboard according to the CDC.
What is 48 hours?
The name of 2 of the 3 WAS firms we heard from last quarter.
What is...
1. 1919
2. Mariner
3. The Mather Group?