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.
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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
NewEdge Wealth Expands Business Development Team in Response to Advisor Demand
NewEdge Wealth has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.
Rollover Equity & Wealth Strategy
Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.
Preventing a Post Sale Derailment
You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor… and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens… you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.
Valuing Your Values
There can be a difference between a good wealth strategy and a great one. A good wealth strategy helps keep you on track to meet your financial goals and objectives. But a great one helps keep you on track and incorporates your individual and family values in every facet of your overarching wealth strategy.
Financial Spring Cleaning – Opportunities in Chaos
No one likes seeing the value of their portfolio falling, however, as long-term investors, we should treat market corrections, bear markets and recessions as a normal set of outcomes when they occur.
Cruel, Cruel Summer: The Implications of Red-Hot Inflation on the Economy, Policy, and Markets
Friday’s red-hot inflation print dashed what, in our opinion, were misplaced hopes for an inflation peak and a dovish pivot. The inflation data solidified that we are likely in for a cruel summer of trading in equities, with the potential for further downside for indices and the likelihood of continued elevated volatility.
