Wealthwise by WEIL

Sep 1710 min read

Once More Unto the Breach: Protecting Your Identity After the National Public Data Theft (3Q24 Wealthwise by WEIL)

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

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Apr 239 min read

Good Chemistry, Great Outcomes (2Q24 Chairman's Newsletter)

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...

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Mar 198 min read

Shift Gears, Steer Decisions: Your Roadmap to a Smarter Car Purchase (1Q24 Wealthwise by WEIL)

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

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Dec 20, 20237 min read

Scams & Fraudsters (4Q23 Wealthwise by WEIL)

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...

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Sep 19, 20239 min read

The Undiscovered Country; or What Happens Next? (3Q23 Wealthwise by WEIL)

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...

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Jun 16, 20236 min read

Preparing for Storms: Staying on Track During Volatile Times (2Q23 Wealthwise by WEIL)

June 15, 2023 Jonathan Strauss, CFP® Reflecting on the recent market volatility caused by the debt ceiling negotiations, I'm reminded of...

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Mar 15, 20238 min read

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...

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Dec 15, 20228 min read

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...

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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...

Jun 13, 20225 min read

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...

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Mar 15, 20228 min read

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...

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Dec 15, 20216 min read

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...

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Sep 16, 20216 min read

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 &...

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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...

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Mar 12, 20217 min read

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...

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Dec 11, 20205 min read

WEIL Strengthens its Philanthropy Services (4Q20 Mid-Quarter Newsletter)

December 15, 2020 Tyler Hewes, CFP® This may be an unusual sentiment to hear from a financial advisor (since one of an advisor’s core...

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Sep 15, 20205 min read

Using a Health Savings Account for Retirement (Mid-3Q20 Newsletter)

Even as the world continues to experience unprecedented change, we are focused on our corporate mission: working with our clients to help th

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Jun 18, 20205 min read

Back to Basics: A Review of the SECURE Act (Mid-2Q20 Newsletter)

Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.

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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?

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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

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