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...
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
Sep 15, 20196 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
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