Newsletter | Wealth Management & Financial Advisory

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...

Mar 14, 20206 min read

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

Jan 15, 202011 min read

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

Dec 15, 20196 min read

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?

Oct 15, 20199 min read

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

Sep 14, 20196 min read

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

Jul 15, 20199 min read

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.”...

Jun 14, 20197 min read

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...

Apr 14, 201910 min read

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...

Mar 14, 20199 min read

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...

Jan 15, 201910 min read

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...

Dec 15, 20188 min read

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...

Oct 14, 201810 min read

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...

Sep 14, 20186 min read

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...

Jul 15, 20189 min read

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...

Jun 14, 20188 min read

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...

Apr 14, 201811 min read

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...

Jan 15, 20189 min read

“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...

Oct 14, 20179 min read

Is the Market Too High? (3Q17 Newsletter)

October 15, 2017 To: Customers & Friends From: Christopher Weil & Company, Inc. We are hearing the question these days with some...

Jun 14, 201713 min read

On War Stories, Failure, And a Few Postmortem Conclusions (2Q17 Newsletter)

July 15, 2017 To: Customers & Friends From: Christopher Weil & Company, Inc. People love to tell “war stories” that put them in a...

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