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

Even as the world continues to experience unprecedented change, we are focused on our corporate mission: working with our clients to help th

What we are experiencing now is certainly a “terrible moment.” And when the history of this “moment” is written, and outcomes known, my scen

Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.

A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph

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

March 26, 2020 Over the past few weeks the COVID-19 epidemic has resulted in an unprecedented change in our financial lives, personal...

The expanding COVID-19 pandemic—and the resulting extreme volatility in the stock market—has made many people understandably nervous (if not

“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

Is a prolonged period of rewarding high-revenue-growth about to end?

Chris identifies nine points that can help negotiations achieve a desired outcome. And then he turns his attention to not predicting future

Easing into the last few months of the year means smart fourth-quarter housekeeping, with special attention to tax efficient ways to make ch

July 15, 2019 To: Customers & Friends From Christopher Weil & Company, Inc. There’s an old get-rich cliché: “find a niche and fill it.”...

June 15, 2019 A Word from the Editor by Kit-Victoria (Weil) Wells – Culture & Communications Officer Planning your financial world for...

April 15, 2019 To: Customers & Friends From: Christopher Weil & Company, Inc. ’Tis not too late to seek a newer world. Push off, and...

March 15, 2019 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer Many of us may lament the way our...

January 15, 2019 To: Customers & Friends From: Christopher Weil & Company, Inc. Thousands of books and articles have been written about...

December 15, 2018 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer As we ring in the Holiday Season...

October 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. Some time ago, at my kids’ request, I embarked upon a...

September 15, 2018 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer In any given quarter, myriad...