March 15, 2025 Jon Strauss, CFP® Something’s been on my mind, and it directly affects the financial well-being of your children and...

January 15, 2025 Chris Weil As is true in so much in life, the answer to the question posed is … it depends; in this case, it depends on...

December 15, 2024 Kimberly Day, CFP® Year-end is my time to reflect: What have I learned this year? What lessons can I share with others?...

October 15, 2024 Chris Weil and guest writer Kit-Victoria (Weil) Wells Caution when expressing pride at a particular achievement is...

September 15, 2024 Tyler Hewes, CFP® A Play in Five Acts   Who steals my purse steals trash; 'tis something, nothing; 'Twas mine, 'tis...

July 15, 2024 Chris Weil At Christopher Weil & Company we have philanthropy in our DNA. We have for many years routinely supported a...

June 15, 2024 Jon Strauss, CFP® Last month I attended a real estate conference, hoping to learn more about the current investment...

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...

March 15, 2024 Jon Strauss, CFP® Vianca Tabuena, CFP® Rob Gaan CFP® My First Forays into Car Buying – Jon Strauss, CFP® My frugality,...

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...

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...

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...

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...

July 15, 2023 Chris Weil The very successful screenwriter William Goldman (“The Princess Bride,” “All the President’s Men,” “Butch...

June 15, 2023 Jonathan Strauss, CFP® Reflecting on the recent market volatility caused by the debt ceiling negotiations, I'm reminded of...

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...

March 15, 2023 Vianca Tabuena , CFP® I recently completed the most stressful and difficult exam of my life – the CERTIFIED FINANCIAL...

January 15, 2023 In my last quarterly commentary, I wrote on the emergence of Environmental, Social and Governance (“ESG”) criteria as...

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...

October 15, 2022 To: Clients & Friends From: Chris Weil A number of conservative State Attorneys General recently delivered a letter to...