Dave's Digest
by David Warshaw
June 2021 Newsletter – Ethereum & Smart Contracts (Digital Assets Part 2)
“In essence, the fundamental benefits of investing into Ethereum is the cryptographic nature, it’s anonymity, it’s universality, it’s divisibility, and most specifically, it’s coding language which specifically targets it for...
Read MoreMay 2021 Newsletter: Blockchain & Bitcoin (Digital Assets Part 1)
“At its core, bitcoin is a smart currency, designed by very forward-thinking engineers. It eliminates the need for banks, gets rid of credit card fees, currency exchange fees, money transfer...
Read MoreApril 2021 Newsletter – Tax Savings Vehicles
Dear First Mates, Tax season is upon us. But have no fear; your captain is here. Before we begin, be sure to check out these handy tax reference guides for 2020 and 2021,...
Read MoreMarch 2021 Newsletter – Goals!!
"You have exactly one life in which to do everything you will ever do. Act accordingly." - Colin Wright “One’s purposes provide the foundation upon which a financial plan is...
Read MoreFebruary 2021 Newsletter – On Risk
"The stock market is the only market where things go on sale and all the customers run out of the store..." - Cullen Roche “Far more money has been...
Read MoreWhat’s Up At The WealthPlan – January 2021
Dear First Mates, Hello everyone! New year. New episode. Please watch. 1) IRA ContributionsLet's get those retirement accounts funded for both 2020 and 2021! For both years, the IRA limit...
Read MoreJanuary 2021 – First Principles
Dear First Mates, It’s officially 2021! I’m excited for the year ahead and can think of no better time than now to outline our investment first principles. This philosophy was...
Read MoreDecember 2020 Newsletter – The Miracle of Compounding
"Money makes money. And the money that makes money makes more money." - Benjamin Franklin Dear First Mates, Happy Holidays, everybody! As we close out 2020, I’d like this newsletter to...
Read MoreNovember 2020 Newsletter- Die With Zero!
"We must never sacrifice net fulfillment for net worth!" “Research in psychology backs me up: People who spend money on time-saving purchases experience greater life satisfaction, regardless of their income.”...
Read MoreOctober 2020 Newsletter – Don’t Politicize Your Portfolio II
"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton Dear First Mates, With election season upon us, it’s an opportune time to review...
Read MoreSeptember 2020 Newsletter: Gold, Gold, & Gold!
Dear First Mates, Hello there! I hope the final days of summer are going well. As I write, gold has been up a whopping 29% since the beginning of the...
Read MoreAugust 2020 Newsletter- Beneficiary Planning
Dear First Mates, Hello everyone! I hope this email finds you well and in good spirits. I have recently conducted a client beneficiary review to ensure I have the correct...
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