Dave's Digest
by David Warshaw
May 2022 – 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 very special newsletter for...
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 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: -interest rates-Ukraine-our investment philosophy-revamping your plan with...
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...
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