Tag: personal-finance

  • Building Wealth Together: Responses to the 1% Remittance Tax

    Building Wealth Together: Responses to the 1% Remittance Tax

    Understanding the impact of Trump’s Big Beautiful Bill—and the opportunity to invest differently, together. This year, the U.S. passed a major piece of legislation with far-reaching consequences for immigrant communities: the One Big Beautiful Bill Act. Tucked inside is a quiet but powerful clause—a 1% federal excise tax on remittances sent outside the U.S., beginning…

  • Public vs private markets

    Chapter 1: The Tale of Two Markets Once upon a time in a busy town, there were two lemonade stands. One stand, Lemonade Co., was small and known by only a few close friends and family. The other, Sunny Sips, was famous in the town, with a sign saying, “Come one, come all, buy a…