Hope you are having a great week. We’re still brimming with excitement about our Power Breakfast last week. First, we want to say thank you for attending the breakfast. Hope you had the chance to not only learn a little bit about the RainMakers Collective but made some wonderful connections as well. I’ve been working …
Leverage the Power of a Private Wealth Think Tank Community Read More »
Years ago I was working at a startup with young people and the subject of taxes came up. Specifically, why taxes mattered and certain things everyone should know. One of the things I highlighted was the difference between your marginal tax rate and the effective tax rate. A marginal tax rate analysis involves …
Do you know the difference between a marginal tax rate and effective tax rate? Read More »
That’s what a business associate jokingly said to me recently. The answer is “kind of.” The year is almost over, and as expected, the stock and bond markets have underperformed. The S&P 500 is down 16.22% year-to-date, and the total bond indices have barely yielded 2% this year. Inflation is easing, but …
Has this alternative investments thing gone viral? Read More »
Yesterday, I had the opportunity to be on a panel to speak on flourishing financially. It was part of an all-day summit for women entrepreneurs sharing how to balance it all and thrive. One theme that came up during the day’s events is that it can be challenging to balance work and family. …
What does it mean to flourish? How to balance your work and family. Read More »
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