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...
- Mar 15, 2022
- 8 min
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...
- 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.
- 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
- 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
- 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?
- Sep 15, 2019
- 6 min
Efficient Philanthropic Giving & Fourth-Quarter Housekeeping (Mid-3Q19 Newsletter)
Easing into the last few months of the year means smart fourth-quarter housekeeping, with special attention to tax efficient ways to make ch
- 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...
- 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...
- Jan 15, 2018
- 9 min
“Massification” & “Commoditization”: In Search of Service that Reclaims Middlemen (1Q18 Newsletter)
April 15, 2018 To: Customers & Friends From: Christopher Weil & Company, Inc. One quick, and superficial way of characterizing the...
- 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...
- Oct 15, 2015
- 10 min
Why Advisory? Navigating Truths That Govern Our Lives (3Q15 Newsletter)
October 15, 2015 To: Customers & Friends From: Christopher Weil & Company, Inc. ("CWC") In the frightening number of years I have been in...
bottom of page