401(Potassium)
What is the name of the system that links outside 401ks from Fidelity, Empower, and Transamerica?
What is Akoya?
Where in Eclipse can you find your YTD Gains/Losses for a client household?
What is Tactical Tool?
What is the software we use to determine portfolio exposures/risks as clients bring over accounts?
What is Hidden Levers?
Popular Kids Menu Food Item?
What is Macaroni and Cheese?
We Share a Parking Lot with this Company.
Who is Dental Associates?
What is it called when there is a separate account where you can move 401k assets to have a broader investment selection?
What is Brokerage Link?
What type of losses can offset short-term gains?
What are Short-term and Long-term Gains?
What is our default model cash % for all client accounts?
What is 1%?
Popular McDonalds Food Item?
What is a Big Mac? (Will also accept Chicken Big Mac)
How Many CTWM Partners are there?
What is 11?
Which team has the most outside managed 401k Plans?
Who is Incredibles?
If you are married filing separately, what tax loss rule still applies to you?
What is the Wash Sale Rule?
What state options are there for a state-specific municipal money market fund?
What is CA, NJ, NY, MA?
Former Patriots QB that was a 2021 1st round pick but is no longer on the team?
Who is Mac Jones?
There Was a Bob Wig in the Office Yesterday. Name Four People that Wore It.
Who is Sarah, Eric, Matt, and Danielle
What information do we need to collect for Joey on a quarterly basis?
What are Statements and Transactions?
What type of positions should be prioritized when tax loss harvesting?
What is Non-model/Unassigned Holdings?
What is the exception for our dividend reinvestment preference (2-Part Question)?
What is Roths that are Cross Billed?
Apple, who are famous for their "Mac" computers was founded by ___ and ___?
Who are Steve Jobs and Steve Wozniak?
Kevin Leahy (our fearless leader) Worked at a Big 4 Accounting Firm from 1993-1995. Which Accounting Firm was it?
What is KPMG?
What system is the best one to use to view a full client allocation in preparation of rebalancing a 401k?
What is eMoney?
Which fund is difficult to determine whether a Tax Loss Swap makes sense due to its unique strategy?
What is PONPX (PIMCO Strategic Income)?
What date do defined maturity ETFs liquidate to fill the next year's cash bucket in the distribution portfolio?
What is December 15th?
1996 Mark Morrison Hit Song?!
What is Return of the Mack?
Best Trick/Talent Wins 500. (Could be a cartwheel, standup comedy, or reciting the black scholes model)
Answer