Weintraub Financial LLC

10/26/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

10/19/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

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...