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    Financial Advisory in the Information Age (1Q22 Quarterly Newsletter)
    • Jan 26
    • 8 min

    Financial Advisory in the Information Age (1Q22 Quarterly Newsletter)

    Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.
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    The Four Rules of Long-Held Assets (4Q21 Quarterly Newsletter)
    • Oct 26, 2021
    • 9 min

    The Four Rules of Long-Held Assets (4Q21 Quarterly Newsletter)

    October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...
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    Why it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)
    • Apr 16, 2021
    • 9 min

    Why it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)

    April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...
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    A Mantra for 2021: “Let Normal be the New Normal.” (1Q21 Quarterly Newsletter)
    • Jan 15, 2021
    • 10 min

    A Mantra for 2021: “Let Normal be the New Normal.” (1Q21 Quarterly Newsletter)

    January 15, 2021 A mantra for 2021: “Let normal be the new normal.” The problem is, of course, that “normal” has always and forever...
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    Diversity and Inclusion at WEIL (4Q20 Newsletter)
    • Oct 15, 2020
    • 13 min

    Diversity and Inclusion at WEIL (4Q20 Newsletter)

    Chris reflects on his early days as a sales trainee, the benefits of being viewed and treated as a colleague, and why that matters as we str
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    Musings on Covid's Economic Impact (3Q20 Newsletter)
    • Jul 15, 2020
    • 10 min

    Musings on Covid's Economic Impact (3Q20 Newsletter)

    What we are experiencing now is certainly a “terrible moment.” And when the history of this “moment” is written, and outcomes known, my scen
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    A Message about our Investment Philosophy from Chris (2Q20 Newsletter)
    • Apr 22, 2020
    • 10 min

    A Message about our Investment Philosophy from Chris (2Q20 Newsletter)

    A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph
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    The Case For Calm (E-blast)
    • Mar 15, 2020
    • 6 min

    The Case For Calm (E-blast)

    The expanding COVID-19 pandemic—and the resulting extreme volatility in the stock market—has made many people understandably nervous (if not
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    Key Points on the Art of Negotiating and Predicting the Future (4Q19 Newsletter)
    • Oct 15, 2019
    • 9 min

    Key Points on the Art of Negotiating and Predicting the Future (4Q19 Newsletter)

    Chris identifies nine points that can help negotiations achieve a desired outcome. And then he turns his attention to not predicting future
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    Another Way for the Private Sector to Boost Non-Profits (3Q16 Newsletter)
    • Oct 15, 2016
    • 8 min

    Another Way for the Private Sector to Boost Non-Profits (3Q16 Newsletter)

    Putting aside Brexit, inflation and other divisive topics and consider something we can all agree on: leveraging existing resources for not-
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