October 15, 2025 Chris Weil I recently unearthed a speech I gave (I can’t remember the occasion) almost exactly forty years ago, that is, sometime in 1985. It was a brief overview of a subject, financial planning, about which many books have been written, courses taught and designations bestowed. My first impression of the speech, after coming across it in the archives, was not so much that it was wrong but that it radically oversimplified the subject while completely ignori

September 15, 2025 Vianca Tabuena, CFP®, CPWA® When I was 18, a family friend working as a life insurance agent encouraged me to purchase...

July 15, 2025 Chris Weil In the history of business there have been any number of entry level job seekers whose prospects for success...

July 15, 2025 Chris Weil This will be the first of my Chairman Emeritus’ Newsletters post-retirement. The firm has asked that, despite my...

June 15, 2025 Tyler Hewes, CFP® My heart is heavy, and mine age grows on; For sorrow ends not when it seemeth done. — Richard II I’ll let...

April 15, 2025 Chris Weil I considered a number of subjects for this newsletter, each of which could (and has) filled bookshelves, before...

March 15, 2025 Jon Strauss, CFP® Something’s been on my mind, and it directly affects the financial well-being of your children and...

January 15, 2025 Chris Weil As is true in so much in life, the answer to the question posed is … it depends; in this case, it depends on...

December 15, 2024 Kimberly Day, CFP® Year-end is my time to reflect: What have I learned this year? What lessons can I share with others?...