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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
Apr 22, 202010 min read
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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 26, 20204 min read
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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...
Mar 26, 20206 min read
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The Case For Calm (E-blast)
The expanding COVID-19 pandemic—and the resulting extreme volatility in the stock market—has made many people understandably nervous (if not
Mar 15, 20206 min read
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Reviewing Estate Plans: The New Years Resolution Everyone Avoids (1Q20 Newsletter)
“Review my estate plan” is not usually high on the list of typical New Year’s resolutions. Nor will your heart likely skip a beat (as it mig
Jan 15, 202011 min read
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Is a prolonged period of rewarding high-revenue-growth about to end? (Mid-4Q19 Newsletter)
Is a prolonged period of rewarding high-revenue-growth about to end?
Dec 15, 20196 min read
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Key Points on the Art of Negotiating and Predicting the Future (4Q19 Newsletter)
Chris identifies nine points that can help negotiations achieve a desired outcome. And then he turns his attention to not predicting future
Oct 15, 20199 min read
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Efficient Philanthropic Giving & Fourth-Quarter Housekeeping (Mid-3Q19 Newsletter)
Easing into the last few months of the year means smart fourth-quarter housekeeping, with special attention to tax efficient ways to make ch
Sep 15, 20196 min read
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When A Niche Business Isn't Focused on Scaling (3Q19 Newsletter)
July 15, 2019 To: Customers & Friends From Christopher Weil & Company, Inc. There’s an old get-rich cliché: “find a niche and fill it.”...
Jul 15, 20199 min read
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When You Know You Can't Take It With You, It's Time to Figure Out How to Leave It (Mid-2Q19)
June 15, 2019 A Word from the Editor by Kit-Victoria (Weil) Wells – Culture & Communications Officer Planning your financial world for...
Jun 15, 20197 min read
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Our Business: Preparing Individuals and Families for the Risks and Opportunities of Life (2Q19)
April 15, 2019 To: Customers & Friends From: Christopher Weil & Company, Inc. ’Tis not too late to seek a newer world. Push off, and...
Apr 15, 201910 min read
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Emerging Markets, Their Growing Middle Class, and Economic Opportunity (Mid-1Q19 Newsletter)
March 15, 2019 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer Many of us may lament the way our...
Mar 15, 20199 min read
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Organizing & Operating Businesses for 55 Years; Chris Has Got Some Thoughts (1Q19 Newsletter)
January 15, 2019 To: Customers & Friends From: Christopher Weil & Company, Inc. Thousands of books and articles have been written about...
Jan 15, 201910 min read
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Why We Are (Mostly) Active Managers (Mid-4Q18 Newsletter)
December 15, 2018 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer As we ring in the Holiday Season...
Dec 15, 20188 min read
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A Fiduciary: For Clients Who Need More Than Transactional Relationships (4Q18 Newsletter)
October 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. Some time ago, at my kids’ request, I embarked upon a...
Oct 15, 201810 min read
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Transparency, Collaboration, and Occasional Lively Debate: Life at CWC (Mid3Q18 Newsletter)
September 15, 2018 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer In any given quarter, myriad...
Sep 15, 20186 min read
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What Are Your Financial Objectives? A More Subtle Question Than It First Appears (3Q18 Newsletter)
July 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. Money is a good servant but a bad master. If we assume that...
Jul 15, 20189 min read
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2017 Saw the Biggest Tax Code Changes in 30 Years. Do You Know What To Expect? (Mid2Q18 Newsletter)
June 15, 2018 A Word from the Editor by Kit-Victoria (Weil) Wells – Culture & Communications Officer Since 1998, clients, friends, and...
Jun 15, 20188 min read
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Opinions, Attitudes & Convictions, Sincerely Held: Eating What You Cook (2Q18 Newsletter)
April 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. We (that is, all of us on the planet) live, it goes without...
Apr 15, 201811 min read
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“Massification” & “Commoditization”: In Search of Service that Reclaims Middlemen (1Q18 Newsletter)
April 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. One quick, and superficial way of characterizing the...
Jan 15, 20189 min read
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