Dave's Digest
by David Warshaw
November 2022 Newsletter – The Psychology of Money
Dear First Mates, Hello everyone. I firmly believe that most books can be essays, essays can be articles, and articles can be one or two sentences. Time is precious, and...
Read MoreWhat’s Up At The WealthPlan – September 2022
Dear First Mates, Hello everyone! Please watch the above September 2022 episode. 1) Introducing PanoramixAfter looking for two years, I found an excellent performance and sleeve reporting solution for clients...
Read MoreSeptember 2022 Newsletter – Private Credit
"There has been a 46% decrease in the number of FDIC-insured institutions since 2000"- FDIC 2021 Report Dear First Mates, Good day everyone! I hope all is right as rain....
Read MoreOctober 2022 Newsletter – Alternative Investments
Dear First Mates,Hello everyone. Welcome to this month's newsletter, where I aim to demystify alternative investments. Alternative investments are generally defined as anything other than traditional stocks or bonds. They...
Read MoreWhat’s Up At The WealthPlan – August 2022
Dear First Mates, Hello everyone. I hope everyone's summer is going well! In today's video, I introduce you to the newest member of the Warshaw family - Sophia Ashraf Warshaw (aka...
Read MoreAugust 2022 Newsletter – Private Equity
“It is not credible to allow an entire generation of retail investors to be left with only diversified public market exposure to generate retirement returns while institutional investors crowd into...
Read MoreJuly 2022 Newsletter – All About Real Estate
“Buy land, they’re not making it anymore.” – Mark Twain Dear First Mates, Happy Summer 2022! I hope you are all enjoying the beautiful summer weather. With much delight, I...
Read MoreJune 2022 Newsletter – On Risk II
"Advisors can create the best portfolios in the world, but they won't really matter if the clients don't stay in them." - Harry Markowitz Dear First Mates, Hello everyone! I...
Read MoreMay 2022 Newsletter – My Thoughts On The Market
Dear First Mates, I hope you are all well and in good spirits. In light of this year's bear market, I want to be a beacon of light with a...
Read MoreMay 2022 Newsletter – Five Budgeting Tips
“A budget is telling your money where to go instead of wondering where it went” - Dave Ramsey Dear First Mates, Howdy everyone? This is a special newsletter for me...
Read MoreApril 2022 Newsletter – Estate Planning 101
Dear First Mates,Happy holidays! I am delighted to have my first guest writer, Amanda Ebbin, for my newsletter. Amanda has been an estate attorney at Wolf Law, P.C. for over...
Read MoreMarch 2022 Newsletter – 4 Ways To Transfer Assets
Dear First Mates, Hello everyone! I hope this newsletter finds you well and in good spirits. March comes in like a lion and out like a lamb as they say....
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