Weintraub Financial LLC

07/17/2026

For high‑net‑worth families, trusts are not simply legal tools — they are strategic levers. They shape how wealth is protected, transferred, taxed, and stewarded across generations. While basic estate documents provide structure,...

07/13/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/06/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

07/03/2026

For affluent families, estate planning is often misunderstood as a set of documents — a will, a trust, some beneficiary designations. But true estate planning is not paperwork. It’s strategy. It’s intention. It’s the thoughtful design...

06/29/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

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.