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...
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Aug 8, 20225 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, 20228 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, 20216 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, 20216 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, 20219 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, 20205 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, 20206 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, 20196 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, 201910 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, 20199 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, 20186 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, 20189 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, 20188 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, 20179 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, 201610 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...
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