Weintraub Financial LLC

06/26/2026

For many high‑income families, wealth doesn’t accumulate evenly across accounts — it concentrates. Sometimes dramatically. A single stock position can grow to represent 20%, 40%, or even 70% of a family’s net worth. This often happens...

06/22/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

06/19/2026

For high‑income families, wealth is rarely just about numbers. It’s about identity, security, opportunity, and the desire to make decisions that support a meaningful life. Yet the more wealth a family accumulates, the more complex the...

06/15/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

06/08/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/05/2026

For high‑net‑worth families, investment performance is only part of the story. Two portfolios with identical returns can produce dramatically different outcomes once taxes are considered. That difference — the additional value created...

06/01/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

06/01/2026

We're getting a great response for Advocating for an Aging Population with Moledro Health Concierge. If you haven't registered yet, now's the time. https://www.weintraubfinancial.com/events/advocating-for-an-aging-population-with-moledro-health-concierge

05/30/2026

Can you make it for Advocating for an Aging Population with Moledro Health Concierge on 6/2/2026? We would love to see you there. RSVP here: https://www.weintraubfinancial.com/events/advocating-for-an-aging-population-with-moledro-health-concierge