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Jan 299 min read
How Much Wealth is Enough? (1Q25 Chairman's Newsletter)
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...
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Dec 13, 20247 min read
"I Do." Now ... what about the money? (4Q24 Wealthwise by WEIL)
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?...
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Oct 21, 20248 min read
Happy Employees make for Happy Clients (4Q24 Chairman's Newsletter)
October 15, 2024 Chris Weil and guest writer Kit-Victoria (Weil) Wells Caution when expressing pride at a particular achievement is...
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Sep 17, 202410 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...
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Jul 12, 20249 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...
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Jun 17, 20249 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...
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Apr 23, 20249 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...
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Mar 19, 20248 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,...
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Jan 22, 20249 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...
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