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
- 6 min
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...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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 &...
- 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...
- 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...
- Dec 11, 2020
- 5 min
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...
- Sep 15, 2020
- 5 min
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
- Jun 18, 2020
- 5 min
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.
- Dec 15, 2019
- 6 min
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?
- Sep 14, 2019
- 6 min
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
- Jun 14, 2019
- 7 min
When You Know You Can't Take It With You, It's Time to Figure Out How to Leave It (Mid-2Q19)
June 15, 2019 A Word from the Editor by Kit-Victoria (Weil) Wells – Culture & Communications Officer Planning your financial world for...
- Mar 14, 2019
- 9 min
Emerging Markets, Their Growing Middle Class, and Economic Opportunity (Mid-1Q19 Newsletter)
March 15, 2019 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer Many of us may lament the way our...
- Dec 15, 2018
- 8 min
Why We Are (Mostly) Active Managers (Mid-4Q18 Newsletter)
December 15, 2018 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer As we ring in the Holiday Season...
- Sep 14, 2018
- 6 min
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...
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