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

2022 Wealth Strategy Planning Guide

2022 Wealth Strategy Planning Guide

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To assist clients with the many areas of financial consideration for 2022, we have summarized some key topics to review.

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Creating an Intentional Legacy

Creating an Intentional Legacy

What you leave behind will be your legacy. For most people, the idea of a legacy isn’t something that is planned out. It just happens. Others may take steps toward what they think will be their legacy; however, studies show that somewhere between 60-70% of wealth is completely depleted by the 2nd generation. What you do today can help shape what your legacy really ends up being.

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2022 Market Outlook with Tom Lee

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Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors and NewEdge Wealth’s CEO and Co-Founder, Rob Sechan discuss key economic and market themes which will likely impact investors in the coming year.

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