Weintraub Financial LLC

10/16/2026

Wealthy families often struggle with one of the most counterintuitive financial challenges: how to hold cash. Too much cash drags on returns. Too little cash creates stress, forced selling, and poor tax outcomes. And holding cash in...

10/12/2026

How will your investments weather the ups and downs of the business cycle?

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/08/2026

Affluent families often assume their financial plan is strong because income is high, investments are substantial, and assets are diversified. But real resilience isn’t measured in good times — it’s measured in stress scenarios. A...

10/05/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

10/01/2026

Wealth doesn’t just grow — it evolves. It moves through distinct phases, each with its own priorities, risks, and decisions. High‑income families who understand the lifecycle of wealth make better choices, avoid costly mistakes, and...

09/28/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

09/25/2026

As wealth grows, decisions become heavier. They carry more consequences, more complexity, and more emotional weight. High‑income families often reach a point where informal decision‑making no longer works. Too many choices. Too many...

09/23/2026

As wealth grows, decisions become more complex. Investments expand into multiple asset classes, tax planning becomes multi‑layered, business interests evolve, and estate planning requires long‑term strategy. High‑income families often...

09/21/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.