Weiser Financial

How to Keep a Cherished Vacation Home From Becoming the Source of a Family Feud Shared ownership of second homes can lead to family disputes. Establishing ground rules can avoid potential for conflict.

We’re celebrating an exciting accomplishment on the Weiser Financial team! 🎉

Jim recently earned the Certified Investment Management Analyst® (CIMA®) designation!

We’re proud of Jim’s commitment to continued growth and dedication to serving our clients.

Congratulations, Jim! 👏

Invest with a Plan Instead of Waiting for the Perfect Moment Here's a framework that satisfies both the head and the heart.

The Most Important Longevity Term You’ve Probably Never Heard Of Intrinsic capacity is quickly becoming a preferred way to measure and assess human aging.

Contractors and Chefs Are Becoming Influencers—With Their Clients’ Permission More skilled professionals identify as influencers than ever before. The homes of their clients are part of the sell to followers.

Ditch the 40-Ounce Water Bottle: You’re Probably Hydrated Enough You don’t need to make drinking water a part-time job since too much of it doesn’t have any real health benefit.

Canada’s Carney Puts His ‘No Deal Is Better Than a Bad Deal’ Doctrine to the Test The prime minister ’s approach has broad support from the Canadian public and his political opponents, but it isn’t without risks.

In observance of Labor Day, our office will be closed on Monday, September 7, 2026. We will reopen on Tuesday, September 8.

The Nasdaq and New York Stock Exchange will also be closed in observance of the holiday.

How the AI bubble will burst As often happens in the early buildout of a new technology, a fierce argument is raging about whether the AI spending boom is a rational investment or a speculative bubble. The answer, very likely, is… both.

September is College Savings Month!

We all know how quickly the years go by. College may feel far away now, but those years have a way of sneaking up on you!

There are a few different ways to save for a child’s future:

🎓 529 Plan: A tax-advantaged account designed to help save for education expenses.

💰 UTMA Account: An account set up for a child that can be used for more than just education. The assets become theirs once they reach the applicable age under state law.

📈 Custodial Roth IRA: If the child has earned income, this is a retirement account that can be opened on their behalf and offers the potential for tax-free growth.

🏦 Traditional Savings Account: A simple and flexible way to set money aside without limiting what it can be used for later.

College Savings Month is a great time to learn what’s out there and get familiar with the different options!