Dave's Digest
by David Warshaw
June 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....
Read MoreFebruary 2022 Newsletter – Revamp Your Plan
"Real wealth isn’t money: Real wealth is not having to go to meetings, not having to spend time with jerks, not being locked into status games, not feeling like you...
Read MoreWhat’s Up At The WealthPlan – February 2022
Dear First Mates, Hello everyone! It’s a new year with a new What’s Up episode. Please watch to hear my latest thoughts on the following:–interest rates–Ukraine and wars-our investment philosophy-revamping your...
Read MoreJanuary 2022 Newsletter – Financial Purpose Statement
Focus on the future as it's really bright! - Tim Urban Dear First Mates, Happy 2022! The new year is a perfect opportunity for each of us to reflect on things...
Read MoreDecember 2021 Newsletter – On The S&P 500
"Diversification is the one free lunch of investing, and when you see a free lunch, the only rational thing to do is eat." - Cliff Asness Dear First Mates, As...
Read MoreNovember 2021 Newsetter – Long-Term Care Part II
Dear First Mates, Hello everyone! Last month, we discussed the importance of developing a Long-Term Care (“LTC”) action plan. If you missed it, here's a brief summary. Long-term care refers to the...
Read MoreOctober 2021 Newsletter – Long-Term Care Part I
Dear First Mates, Hello everyone! This month, let’s do a deep dive into the world of Long-Term Care (“LTC”). This may not be the most glamorous topic, perhaps even a...
Read MoreSeptember 2021 Newsletter – How I Invest My Money
Never ask anyone for their opinion, forecast, or recommendation. Just ask them what they have – or don’t have – in their portfolio” - Nassim Nicholas Taleb Dear First Mates,...
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