Alex Weiss CFP®

A collection of Insights
Jenn's Baby in Cute White Dress

Welcome back, Jenn!

After a 7-month hiatus to care for her newborn baby girl (Brooke), Jenn is coming back to the office part time. She will be working a handful of hours each week and focusing her time on our Jimmy Fund Golf tournament (Monday, September 23rd) and helping to improve our systems for a better overall client…

yoyo-graduation

Welcome Yoyo Chen!

A few weeks back, we welcomed Yoyo Chen to the Napier Financial team. She joined our operations team, and most people on this weekly newsletter will connect with Yoyo (if they haven’t already) in the next few weeks or months. Not only is Yoyo smart and has a wonderfully warm personality, she has a bunch…

cinderella-castle

Disney For The Win!

Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the…

Stop that Train

Just a few weeks back, our oldest, Natalie, asked us if she could take a train ride because she has only seen them and not been on one yet. Not like we avoided it – it just hadn’t happened yet! Then on a bright and sunny Saturday morning, we decided to check the commuter rail…

Legoland

For Christmas this year, our oldest ask Santa for one thing, and one thing only, a Lego Unicorn. After searching the internet far and wide, the only Lego Unicorn we could find was at Target for $9. We bought this, plus a Star Wars X-Wing that was put in my stocking, and they were both…

mythical

Myths About Financial Advice

When it comes to choosing a new financial advisor or evaluating your current advisor, there are some very basic elements that you need to consider. To get you in the right frame of mind, consider these myths and new realities. Myth number one is about competence and success. Believe it or not, the most successful advisors…

Onward to 2024

As I dropped off our oldest, Natalie, at pre-school on Tuesday morning – after two plus weeks off – she was carrying a poster board with her.  She was assigned some ‘homework’ over winter break to share with her class all the things she has done during her school vacation.  Natalie got to pick out…

Team Holiday Pictures

Enjoy holiday pictures from the Napier Team! Natalie Loves Santa! Dante and Deidre wedding picture Reindeer Pancakes! Tom enjoying a glass of eggnog to celebrate the recent Santa Claus rally Tom, Khrista and family Nick, Anthony and Dad Rob, Jenna and their kids Rob’s kids on Christmas Morning! Carrie’s daughters reacting to concert tickets! Beth’s…

Trick Vs Treat

It was another eventful night in our neighborhood for a classic New England style Halloween. The leaves are turning, the cool air rolled in, and the streets are full of kids looking to fill that plastic pumpkin with as many sweet treats as possible. The adults mulled some cider and wagons were in full force…

Travel Is Back

It feels to me that everything travel related is back in full swing. It really started earlier this year and ramped up in the summer. Airports are full, highways are busy, and hotel prices are up (if available at all!). I have had a little travel myself over the past few weeks, with my first…

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