Dave's Digest
by David Warshaw
July 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...
Read MoreWhat’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...
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