financial advisory | WEIL San Diego

Sep 15, 20228 min read

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...

Aug 8, 20225 min read

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...

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Mar 15, 20228 min read

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, 20228 min read

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.

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Jul 15, 202010 min read

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

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Apr 21, 202010 min read

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

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Mar 25, 20204 min read

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

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Dec 15, 20196 min read

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?

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Sep 14, 20196 min read

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

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Apr 14, 201910 min read

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...

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Mar 14, 20199 min read

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...

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Jul 15, 20189 min read

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...

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Jun 14, 20188 min read

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...

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Jan 15, 20189 min read

“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...

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Oct 14, 20179 min read

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...

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Oct 14, 201510 min read

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...

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