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...
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- Jan 25, 2022
- 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.
- Dec 15, 2021
- 6 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, 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...
- Sep 16, 2021
- 6 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 &...
- Jul 23, 2021
- 11 min
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...
- Jun 15, 2021
- 6 min
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...
- 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...
- Mar 12, 2021
- 7 min
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...
- 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...
- Dec 11, 2020
- 5 min
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...
- 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
- Sep 15, 2020
- 5 min
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
- 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
- Jun 18, 2020
- 5 min
Back to Basics: A Review of the SECURE Act (Mid-2Q20 Newsletter)
Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.
- 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
- Mar 26, 2020
- 4 min
The Power of Being Proactive (E-blast)
We remain calm and continue to work hard every day to make logical, rational decisions (and not let the emotion of the moment sway our decis
- Mar 26, 2020
- 6 min
The CARES Act: What is it and how could it affect our lives? (E-blast)
March 26, 2020 Over the past few weeks the COVID-19 epidemic has resulted in an unprecedented change in our financial lives, personal...
- 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
- Jan 15, 2020
- 11 min
Reviewing Estate Plans: The New Years Resolution Everyone Avoids (1Q20 Newsletter)
“Review my estate plan” is not usually high on the list of typical New Year’s resolutions. Nor will your heart likely skip a beat (as it mig
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