September 15, 2022 Parent Trap: a financial guide for new parents Jon Strauss, CFP® I always thought it was special that I share a...

August 3, 2022 Christopher Weil & Company, Inc.'s Associate Advisor, Vianca Tabuena, contributed an article to the Ronald McDonald House...

Recall Murphy’s Law: if something can go wrong, it will go wrong. Append Weil’s corollary: Murphy was an optimist.

June 15, 2022 Robert Gaan, CFP® I had lunch recently with a vendor whose wife was in a terrible auto accident. Her car was totaled, and...

April 15, 2022 TO: CLIENTS & FRIENDS FROM: CHRIS WEIL NOTICE: This Report & Commentary includes comments regarding what is normally a...

March 15, 2022 Tyler Hewes, CFP® “In this world, nothing is certain except death and taxes.” - Benjamin Franklin In our conversations and...

Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.

December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a...

October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...

September 15, 2021 Tyler Hewes, CFP® “What’s in a name? that which we call a rose By any other name would smell as sweet;” Romeo &...

July 15, 2021 I have thought long and hard about whether to write on the subject of income inequality. It is not that the data itself is...

June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...

April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...

March 15, 2021 What I Wish I Knew Robert Gaan, CFP® As I sat down to write this, I found myself thinking about fundamental issues with...

January 15, 2021 A mantra for 2021: “Let normal be the new normal.” The problem is, of course, that “normal” has always and forever...

December 15, 2020 Tyler Hewes, CFP® This may be an unusual sentiment to hear from a financial advisor (since one of an advisor’s core...

Chris reflects on his early days as a sales trainee, the benefits of being viewed and treated as a colleague, and why that matters as we str

Even as the world continues to experience unprecedented change, we are focused on our corporate mission: working with our clients to help th

What we are experiencing now is certainly a “terrible moment.” And when the history of this “moment” is written, and outcomes known, my scen

Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.