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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


Home Ownership & Tax Policy: Capital Inequity & One Consequence (3Q21 Quarterly Newsletter)
July 15, 2021 I have thought long and hard about whether to write on the subject of income inequality. It is not that the data itself is...
Jul 23, 202111 min read


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


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
Oct 15, 202013 min read
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