Thoughts on the Collapse of Silicon Valley Bank (2Q23 Quarterly Newsletter)
April 15, 2023 The truth that has been brought home to the millions of us who are bank customers by the Silicon Valley Bank experience is...
top of page
Search
- Mar 15
- 8 min
Unlocking the SECURE Act 2.0 (Mid-1Q23 Quarterly Newsletter)
March 15, 2023 Vianca Tabuena, CFP® I recently completed the most stressful and difficult exam of my life – the CERTIFIED FINANCIAL...
- Jan 15
- 10 min
Does ESG Make Business Sense? (1Q23 Quarterly Newsletter)
January 15, 2023 In my last quarterly commentary, I wrote on the emergence of Environmental, Social and Governance (“ESG”) criteria as...
- Dec 15, 2022
- 8 min
Senior Moments (Mid-4Q22 Quarterly Newsletter)
December 15, 2022 Robert Gaan, CFP® My mother, Frances, is 96 years old. We call her Granny Franny. She has lived an amazing life. Born...
- Oct 15, 2022
- 8 min
What Would Milton Friedman Think of ESG? (4Q22 Quarterly Newsletter)
October 15, 2022 To: Clients & Friends From: Chris Weil A number of conservative State Attorneys General recently delivered a letter to...
- Sep 15, 2022
- 8 min
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, 2022
- 5 min
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...
- Jul 26, 2022
- 9 min
How To Prepare for a Stock Market That Can Break A Heart (3Q22 Quarterly Newsletter)
Recall Murphy’s Law: if something can go wrong, it will go wrong. Append Weil’s corollary: Murphy was an optimist.
- Jun 13, 2022
- 5 min
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...
- Apr 15, 2022
- 9 min
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, 2022
- 8 min
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, 2022
- 8 min
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, 2021
- 6 min
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, 2021
- 9 min
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, 2021
- 6 min
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, 2021
- 11 min
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, 2021
- 6 min
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, 2021
- 9 min
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, 2021
- 7 min
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, 2021
- 10 min
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...
bottom of page