wealth management | WEIL San Diego

Sep 15, 20228 min read

Preparing for Parenthood So Any Surprises Are the Good Kind of Surprises (Mid-3Q22 Newsletter)

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

Aug 8, 20225 min read

Give A House to the House

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

0 comments

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...

0 comments

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...

0 comments

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

0 comments

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?

0 comments

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...

0 comments

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...

0 comments

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...

0 comments

Oct 14, 201510 min read

Why Advisory? Navigating Truths That Govern Our Lives (3Q15 Newsletter)

October 15, 2015 To: Customers & Friends From: Christopher Weil & Company, Inc. ("CWC") In the frightening number of years I have been in...

0 comments

Subscribe to our Newsletter