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A Heavy Joy, or, Planning, Decluttering, and Dementia (2Q25 Wealthwise by WEIL)
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...
2 days ago11 min read
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You Can’t Build Your Wealth on Clickbait (1Q25 Wealthwise by WEIL)
March 15, 2025 Jon Strauss, CFP® Something’s been on my mind, and it directly affects the financial well-being of your children and...
Mar 178 min read
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"I Do." Now ... what about the money? (4Q24 Wealthwise by WEIL)
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?...
Dec 13, 20247 min read
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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...
Sep 17, 202410 min read
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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...
Apr 23, 20249 min read
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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,...
Mar 19, 20248 min read
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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...
Dec 20, 20237 min read
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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...
Sep 19, 20239 min read
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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...
Jun 16, 20236 min read
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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...
Mar 15, 20238 min read
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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...
Dec 15, 20228 min read
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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...
Sep 15, 20228 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...
Jun 13, 20225 min read
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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...
Mar 15, 20228 min read
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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...
Dec 15, 20216 min read
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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 &...
Sep 16, 20216 min read
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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...
Jun 15, 20216 min read
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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...
Mar 12, 20217 min read
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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...
Dec 11, 20205 min read
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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
Sep 15, 20205 min read
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