Dave's Digest
by David Warshaw
What’s Up At The WealthPlan – August 2023
Dear First Mates,In this month's episode, we discuss:1) Monday.com and the 4 Seasosn of Planning Framework2) The Schwab/TD Merger is occurring soon!3) Flourish Casah is now paying 4.90%!!!4) The Warshaw...
Read MoreAugust 2023 Newsletter – Themes, Themes, Themes!
Dear First Mates, I hope you’re doing well. In recent years, I’ve become fascinated with thematic exchange-traded funds (ETFs). After launching my first model here at The WealthPlan LLC, I...
Read MoreJuly 2023 Newsletter – Nobody Knows Nothing
Dear First Mates, I hope you are enjoying your summer. Constantly, I hear dire financial forecasts on the news, and I find myself shocked by the confidence of these pundits...
Read MoreJune 2023 Newsletter – My Current Thoughts On Digital Assets
Dear First Mates, Hello everyone. Let's talk digital assets - a topic you know is near and dear to my heart and personal portfolio. 2022 was an ugly year for...
Read MoreMay 2023 Newsletter – The Art & Science of Investing Webinar
Dear First Mates, I hope you all are well and enjoying the beautiful Spring weather. For this month, I'd like to mix it up and share a recently recorded webinar...
Read MoreApril 2023 Newsletter- All About Annuities
Dear First Mates, I hope you are doing well! Given the relative safety of some annuities during periods of economic duress, several clients have recently asked for more information about...
Read MoreWhat’s Up At The WealthPlan – April 2023
Dear First Mates, For this month's episode, I discuss:1) New Legacy Planner service through Wealth.comThrough my new partnership with the Wealth.com platform, I can now guide clients in creating their own...
Read MoreMarch 2023 Newsletter – 22 Questions About 2022 Taxes
Dear First Mates, I hope this email finds you and your family doing well. With the new year underway, it’s time to turn our attention to another annual milestone —...
Read MoreWhat’s Up at The WealthPlan – March 2023
Dear First Mates, Hope you are all doing well. Be sure to watch the video above. For this month's episode, I discuss: 1) My revamped website2) WealthPlan Risk Management LLC 3)...
Read MoreFebruary 2023 Newsletter – Layoffs
Dear First Mates, I hope this newsletter finds you healthy and happy. There has been a lot of talk in the news about layoffs. This inspired me to discuss planning strategies surrounding...
Read MoreJanuary 2023 Newsletter – All About Prenups
Dear first mates, Wishing all of you a happy new year. I hope 2023 brings you everything you want and more. To start the year, I’d like to tackle the...
Read MoreWhat’s Up At The WealthPlan – December 2022
Dear First Mates,Hello everyone. I want to wish all of you a Merry Christmas, Happy Chanukah, & a Happy New Year! This is my favorite time of year. In this...
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