Neat & Tidy

A Guide to Proper Business Attire
for Today’s Modern Professional

DIGITAL DOWNLOAD

This book serves to give the new generation a glimpse into the basics. By embracing what many would politely call “a retro style”, a ‘Neat & Tidy’ dress code can be a foundational element to succeeding in the business world of today and tomorrow.

We’re not saying you should show up to your office in a three-piece suit, but being well-dressed helps you make a good first impression. You want your boss, colleagues, and clients to hear what you have to say, not focus on how you’re dressed.

Interested in receiving a digital copy?

Dress for the job you want, not the job you have. Identify the successful people within your company and industry and aspire to present yourself in a similar fashion.

Articles, Webinars & Media Appearances

You Can’t Always Get What You Want: Private Equity and Higher Rates

You Can’t Always Get What You Want: Private Equity and Higher Rates

In the Rolling Stones’ 1969 classic “You Can’t Always Get What You Want”, Mick Jagger, with his iconic raspiness, describes a truth with which many investors are all too familiar: one rarely gets exactly what they ask for, but if you’re patient and persistent, you usually end up with something that works.
Today’s higher rate environment is no different. Over the last few years, investors have constantly pined for lower interest rates to ease the pressure of rising funding costs, but these hopes have been continuously dashed.

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The Cost of Failing to Plan

The Cost of Failing to Plan

Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.

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Learning to Give Before You Have to Decide

Learning to Give Before You Have to Decide

When selling their company, founders will have to make more consequential financial decisions in the 90 days before closing than in the previous decade. Who receives the proceeds? How much will the family keep? Which trusts to set up? Somewhere along the line, they may have to decide how they want to express their philanthropic values?

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