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?...

October 15, 2024 Chris Weil and guest writer Kit-Victoria (Weil) Wells Caution when expressing pride at a particular achievement is...

September 15, 2024 Tyler Hewes, CFP® A Play in Five Acts   Who steals my purse steals trash; 'tis something, nothing; 'Twas mine, 'tis...

July 15, 2024 Chris Weil At Christopher Weil & Company we have philanthropy in our DNA. We have for many years routinely supported a...

June 15, 2024 Jon Strauss, CFP® Last month I attended a real estate conference, hoping to learn more about the current investment...

April 15, 2024 Chris Weil As many of you know, there are aspects of our business that are unusual for our industry. One of these...

March 15, 2024 Jon Strauss, CFP® Vianca Tabuena, CFP® Rob Gaan CFP® My First Forays into Car Buying – Jon Strauss, CFP® My frugality,...

January 15, 2024 Chris Weil What this quarter’s newsletter is not, is my swan song, although it might read as such. Since first becoming...

December 15, 2023 Kimberly Higgins, CFP® In our line of work, keeping our eyes open to scams is of the utmost importance. As Advisors, we...

October 15, 2023 Chris Weil Every now and again you have a moment when you glimpse above the fray and see clearly how the journey got you...

September 15, 2023 Tyler Hewes, CFP® To die, to sleep; To sleep, perchance to dream—ay, there's the rub: For in that sleep of death what...

July 15, 2023 Chris Weil The very successful screenwriter William Goldman (“The Princess Bride,” “All the President’s Men,” “Butch...