Happy Employees make for Happy Clients (4Q24 Chairman's Newsletter)
December 15, 2024 Chris Weil and guest writer Kit-Victoria (Weil) Wells Caution when expressing pride at a particular achievement is...
top of page
Search
Sep 1710 min read
Once More Unto the Breach: Protecting Your Identity After the National Public Data Theft (3Q24 Wealthwise by WEIL)
September 15, 2024 Tyler Hewes, CFP® A Play in Five Acts Who steals my purse steals trash; 'tis something, nothing; 'Twas mine, 'tis...
Jul 129 min read
Solving the DAF Problem (3Q24 Chairman's Newsletter)
July 15, 2024 Chris Weil At Christopher Weil & Company we have philanthropy in our DNA. We have for many years routinely supported a...
Jun 179 min read
Passive Income Dreams, Active Realities: Navigating Real Estate Ownership (2Q24 Wealthwise by WEIL)
June 15, 2024 Jon Strauss, CFP® Last month I attended a real estate conference, hoping to learn more about the current investment...
Apr 239 min read
Good Chemistry, Great Outcomes (2Q24 Chairman's Newsletter)
April 15, 2024 Chris Weil As many of you know, there are aspects of our business that are unusual for our industry. One of these...
Mar 198 min read
Shift Gears, Steer Decisions: Your Roadmap to a Smarter Car Purchase (1Q24 Wealthwise by WEIL)
March 15, 2024 Jon Strauss, CFP® Vianca Tabuena, CFP® Rob Gaan CFP® My First Forays into Car Buying – Jon Strauss, CFP® My frugality,...
Jan 229 min read
Achieving Excellence in Enterprise Function (1Q24 Chairman's Newsletter)
January 15, 2024 Chris Weil What this quarter’s newsletter is not, is my swan song, although it might read as such. Since first becoming...
Dec 20, 20237 min read
Scams & Fraudsters (4Q23 Wealthwise by WEIL)
December 15, 2023 Kimberly Higgins, CFP® In our line of work, keeping our eyes open to scams is of the utmost importance. As Advisors, we...
Oct 16, 20238 min read
Thirty-two years on, how did we get here? (4Q23 Chairman's Newsletter)
October 15, 2023 Chris Weil Every now and again you have a moment when you glimpse above the fray and see clearly how the journey got you...
Sep 19, 20239 min read
The Undiscovered Country; or What Happens Next? (3Q23 Wealthwise by WEIL)
September 15, 2023 Tyler Hewes, CFP® To die, to sleep; To sleep, perchance to dream—ay, there's the rub: For in that sleep of death what...
Jul 14, 20239 min read
Nobody Knows Anything: A Good Place to Start (3Q23 Quarterly Newsletter)
July 15, 2023 Chris Weil The very successful screenwriter William Goldman (“The Princess Bride,” “All the President’s Men,” “Butch...
Jun 16, 20236 min read
Preparing for Storms: Staying on Track During Volatile Times (2Q23 Wealthwise by WEIL)
June 15, 2023 Jonathan Strauss, CFP® Reflecting on the recent market volatility caused by the debt ceiling negotiations, I'm reminded of...
Apr 11, 202310 min read
Thoughts on the Collapse of Silicon Valley Bank (2Q23 Quarterly Newsletter)
April 15, 2023 The truth that has been brought home to the millions of us who are bank customers by the Silicon Valley Bank experience is...
Mar 15, 20238 min read
Unlocking the SECURE Act 2.0 (Mid-1Q23 Quarterly Newsletter)
March 15, 2023 Vianca Tabuena, CFP® I recently completed the most stressful and difficult exam of my life – the CERTIFIED FINANCIAL...
Jan 15, 202310 min read
Does ESG Make Business Sense? (1Q23 Quarterly Newsletter)
January 15, 2023 In my last quarterly commentary, I wrote on the emergence of Environmental, Social and Governance (“ESG”) criteria as...
Dec 15, 20228 min read
Senior Moments (Mid-4Q22 Quarterly Newsletter)
December 15, 2022 Robert Gaan, CFP® My mother, Frances, is 96 years old. We call her Granny Franny. She has lived an amazing life. Born...
Oct 14, 20228 min read
What Would Milton Friedman Think of ESG? (4Q22 Quarterly Newsletter)
October 15, 2022 To: Clients & Friends From: Chris Weil A number of conservative State Attorneys General recently delivered a letter to...
Sep 15, 20228 min read
Preparing for Parenthood So Any Surprises Are the Good Kind of Surprises (Mid-3Q22 Newsletter)
September 15, 2022 Parent Trap: a financial guide for new parents Jon Strauss, CFP® I always thought it was special that I share a...
Aug 8, 20225 min read
Give A House to the House
August 3, 2022 Christopher Weil & Company, Inc.'s Associate Advisor, Vianca Tabuena, contributed an article to the Ronald McDonald House...
Jul 26, 20229 min read
How To Prepare for a Stock Market That Can Break A Heart (3Q22 Quarterly Newsletter)
Recall Murphy’s Law: if something can go wrong, it will go wrong. Append Weil’s corollary: Murphy was an optimist.
bottom of page