Preparing for Parenthood So Any Surprises Are the Good Kind of Surprises (Mid-3Q22 Newsletter)
September 15, 2022 Parent Trap: a financial guide for new parents Jon Strauss, CFP® I always thought it was special that I share a...
top of page
Search
- Aug 8, 2022
- 5 min
Give A House to the House
August 3, 2022 Christopher Weil & Company, Inc.'s Associate Advisor, Vianca Tabuena, contributed an article to the Ronald McDonald House...
- 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.
- 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 &...
- 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...
- 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.
- 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...
- Dec 15, 2019
- 6 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?
- Apr 15, 2019
- 10 min
Our Business: Preparing Individuals and Families for the Risks and Opportunities of Life (2Q19)
April 15, 2019 To: Customers & Friends From: Christopher Weil & Company, Inc. ’Tis not too late to seek a newer world. Push off, and...
- Mar 15, 2019
- 9 min
Emerging Markets, Their Growing Middle Class, and Economic Opportunity (Mid-1Q19 Newsletter)
March 15, 2019 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer Many of us may lament the way our...
- Sep 15, 2018
- 6 min
Transparency, Collaboration, and Occasional Lively Debate: Life at CWC (Mid3Q18 Newsletter)
September 15, 2018 A Word from the Editor By Kit-Victoria (Weil) Wells – Culture & Communications Officer In any given quarter, myriad...
- Jul 15, 2018
- 9 min
What Are Your Financial Objectives? A More Subtle Question Than It First Appears (3Q18 Newsletter)
July 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. Money is a good servant but a bad master. If we assume that...
- Jun 15, 2018
- 8 min
2017 Saw the Biggest Tax Code Changes in 30 Years. Do You Know What To Expect? (Mid2Q18 Newsletter)
June 15, 2018 A Word from the Editor by Kit-Victoria (Weil) Wells – Culture & Communications Officer Since 1998, clients, friends, and...
- Oct 15, 2017
- 9 min
Is the Market Too High? (3Q17 Newsletter)
October 15, 2017 To: Customers & Friends From: Christopher Weil & Company, Inc. We are hearing the question these days with some...
- Jan 15, 2016
- 10 min
What's Our Philosophy When the Stock Market Is Crazy? (4Q15 Newsletter)
January 15, 2016 To: Customers & Friends From: Christopher Weil & Company, Inc. ("CWC") The stock market is experiencing one of its...
bottom of page