Dave's Digest
by David Warshaw
March 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...
Read MoreNovember 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...
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