Dave's Digest
by David Warshaw
The Surprising Way Some Portfolios Handle Market Drops
Why Playing Defense in Investing Matters Market crashes aren’t just history lessons—they’re gut punches for anyone with real money invested. If you’ve ever lost sleep during a downturn, you know...
Read MoreHow Does Your Money Actually Get to the People You Love?
Most people get this really wrong, and it can cost their family thousands of dollars per month in court—and worse, the wrong people might end up with what you worked...
Read More5 Digital Tools to Simplify Your Life
Let me guess—you’ve promised yourself that this is the year you’ll finally get organized.And you’re not alone. Whether it’s your financial files, your passwords, or that mountain of paper collecting...
Read MoreMarch 2025 Newsletter: Should I rent or buy a home?
Dear First Mates, Happy New Year! To start the year, I’ve created a cheat sheet to help you weigh the pros and cons of buying vs. renting a home. There’s...
Read MoreFebruary 2025 Newsletter – Portfolio Implementation in Action
Last month, we explored the fundamental principles that guide our investment decisions. Now, let's examine how these principles translate into practical actions that can help secure your financial future. Think...
Read MoreJanuary 2025 Newsletter – First Principles
Dear First Mates, Hello and Happy New Year! As we step into 2025, it's a perfect time to revisit the foundational principles that guide our investment journey. These "First Principles"...
Read MoreWhat’s Up At The WealthPlan – December 2024
Dear First Mates, In this episode of 'What's Up at the WealthPlan,' we cover the latest updates and plans for your 2025 portfolios. We're in the investment and account review...
Read MoreDecember 2024 Newsletter: My Favorite Films of All Time
Dear First Mates, As we conclude 2023, I'd like to end the year on a light and entertaining note. Therefore, I am pleased to present my top 10 films by...
Read MoreNovember 2024 Newsletter – How to Handle Concentrated Stock Positions
Dear First Mates, If you are currently holding an individual stock with substantial gains, congratulations on your success. You should be proud of this achievement, so let’s high-five! However, there...
Read MoreOctober 2024 Newsletter: The Knowledge Den
In last month's newsletter, I shared ideas and strategies that I believe are crucial for young investors to understand and implement. However, many may wonder where to begin their journey...
Read MoreSeptember 2024 Newsletter – 10 Essential Concepts for Young Investors
One of the most rewarding aspects of my work is when clients ask me to guide their young adult children on the path to financial freedom. It serves as a reminder of...
Read MoreWhat’s Up At The WealthPlan – August 2024
Dear First Mates, In today's episode, we cover the following topics: -I have revamped the Dave's Digest blog on my website.-I am enhancing my social media presence on LinkedIn, YouTube,...
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