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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Dec 15, 20216 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...
Oct 26, 20219 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...
Sep 16, 20216 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 &...
Oct 15, 202013 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
Dec 15, 20196 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?
Jul 15, 20167 min
Brexit Observation - Supplement to 2Q16 Newsletter
July 15, 2016 What will Brexit bring? We've been through volatility before the historical vote and we'll continue to navigate through...
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