Checking Under the Hood of Your Insurance Coverage (2Q22 Mid-Quarter Newsletter)
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...
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Apr 14, 20229 min read
Retirement and Tennyson (2Q22 Quarter Newsletter)
April 15, 2022 TO: CLIENTS & FRIENDS FROM: CHRIS WEIL NOTICE: This Report & Commentary includes comments regarding what is normally a...
Mar 15, 20228 min read
Death, Grief, and Financial Planning (1Q22 Mid-Quarter Newsletter)
March 15, 2022 Tyler Hewes, CFP® “In this world, nothing is certain except death and taxes.” - Benjamin Franklin In our conversations and...
Jan 25, 20228 min read
Financial Advisory in the Information Age (1Q22 Quarterly Newsletter)
Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
Dec 15, 20216 min read
Brain Game: Some Thoughts on Behavioral Finance and Investing (4Q21 Mid-Quarter Newsletter)
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...
Oct 26, 20219 min read
The Four Rules of Long-Held Assets (4Q21 Quarterly Newsletter)
October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...
Sep 16, 20216 min read
What’s in a Name? (Mid-3Q21 Quarterly Newsletter)
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 &...
Jul 23, 202111 min read
Home Ownership & Tax Policy: Capital Inequity & One Consequence (3Q21 Quarterly Newsletter)
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...
Jun 15, 20216 min read
The Naming Game (Mid-2Q21 Quarterly Newsletter)
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...
Apr 16, 20219 min read
Why it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)
April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...
Mar 12, 20217 min read
What I Wish I Knew (1Q21 Mid-Quarter Newsletter)
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...
Jan 15, 202110 min read
A Mantra for 2021: “Let Normal be the New Normal.” (1Q21 Quarterly Newsletter)
January 15, 2021 A mantra for 2021: “Let normal be the new normal.” The problem is, of course, that “normal” has always and forever...
Dec 11, 20205 min read
WEIL Strengthens its Philanthropy Services (4Q20 Mid-Quarter Newsletter)
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...
Oct 14, 202013 min read
Diversity and Inclusion at WEIL (4Q20 Newsletter)
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
Sep 15, 20205 min read
Using a Health Savings Account for Retirement (Mid-3Q20 Newsletter)
Even as the world continues to experience unprecedented change, we are focused on our corporate mission: working with our clients to help th
Jul 15, 202010 min read
Musings on Covid's Economic Impact (3Q20 Newsletter)
What we are experiencing now is certainly a “terrible moment.” And when the history of this “moment” is written, and outcomes known, my scen
Jun 18, 20205 min read
Back to Basics: A Review of the SECURE Act (Mid-2Q20 Newsletter)
Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.
Apr 21, 202010 min read
A Message about our Investment Philosophy from Chris (2Q20 Newsletter)
A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph
Mar 25, 20204 min read
The Power of Being Proactive (E-blast)
We remain calm and continue to work hard every day to make logical, rational decisions (and not let the emotion of the moment sway our decis
Mar 25, 20206 min read
The CARES Act: What is it and how could it affect our lives? (E-blast)
March 26, 2020 Over the past few weeks the COVID-19 epidemic has resulted in an unprecedented change in our financial lives, personal...
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