Dave's Digest
by David Warshaw
September 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...
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 discuss:1) Becoming a dad - meet Sophia Ashraf Warshaw (aka lil' Soph Sophs!)2) Launch of...
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...
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