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
Choose Your Own Adventure: A Journey Through Charitable Giving Options
Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.
Gen X: Navigating the In-Between
Born between the mid-1960s and early 1980s, Generation X (“Gen X”) stands as a pivotal cohort that bridges the gap between Baby Boomers and Millennials. Often dubbed as the “latch-key generation” – referring to growing up with double-income parents and coming home from school to an empty home – Gen Xers were shaped by their Baby Boomer parents who instilled in them the value of hard work and self-reliance.
Hard and Soft
While markets have been shaky over the past two weeks, the positive trends remain broadly similar to those in the final two months of 2016. Stocks could muster another lurch higher if business sentiment begins to reflect a more bullish outlook for 2025, perhaps due to a combination of lower expected tax rates or less stringent regulation.
My Friends Over You: International Equities into 2025
Given this backdrop of a stronger USD, tariff uncertainty, and weaker earnings, we see reason for U.S. investors to continue to broadly pick my friends (domestic stocks) over you (non-U.S. stocks).
When the Will is Gone
There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?
Do You Remember the First Time?
The price action across equities, fixed income, and currency markets had many investors “remembering the first time” that Trump was elected in 2016, with the assumption that a similar playbook can be applied to today’s market.
