Dave's Digest
by David Warshaw
January 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 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,...
Read MoreJuly 2024 Newsletter – How to Protect Against Cybersecurity & Identity Threats
Dear First Mates, In today’s interconnected world, cybersecurity threats and identity theft are more prevalent than ever. In fact, Americans lost $10 billion to fraud in 2023 alone! I should...
Read MoreJune 2024 Newsletter – In Defense of Speculative Investments
Hey First Mates, As a financial advisor, my top priority is protecting clients from bad investments and behaviors. However, sometimes, this mission can be taken too far, potentially hurting wealth...
Read MoreApril 2024 Newsletter – The Four Seasons of Planning
Dear First Mates, I am pleased to announce the evolution of my financial planning service model to The Four Seasons Of Planning framework. This enhancement aims to provide a comprehensive...
Read MoreDigital Asset Update – December 2023
Dear First Mates,Given the high likelihood of approval for a Bitcoin ETF and the 2024 Bitcoin halving, I strongly recommend that each of you consider allocating a small portion (1%...
Read MoreSeptember 2023 Newsletter – How to Fight Outrageous Medical Bills
Dear First Mates, I hope all is well with you. I’m reaching out today about an issue that is close to my heart–and, unfortunately, weighs on the minds of far...
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