Dave's Digest
by David Warshaw
October 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...
Read MoreWhat’s Up At The WealthPlan – July 2020
Dear First Mates, In today's episode, I discuss four topics: -BombBomb video communications-my new strategic partnership with Flourish Cash to leverage their cash management solution for clients-Alternative Investments-the importance of...
Read MoreJuly 2020 Newsletter – Rent vs. Own
Dear First Mates, Hello everyone! This is your captain speaking. Today, I'd like to tackle the hotly debated topic of renting vs. owning a home. I don’t view a home...
Read MoreMay 2020 Newsletter – Your Financial Dashboard
Dear First Mates, Hello there! I hope this email finds you safe, in good spirits, and healthy. For this months’ newsletter, I’d like to discuss the importance of having your...
Read MoreJune 2020 Newsletter – Three Investment Insights
“We live on an island surrounded by a sea of ignorance. As our island of knowledge grows, so does the shore of our ignorance.” - John Wheeler Dear First Mates, Hello everyone!...
Read MoreApril 2020 Newsletter: COVID-19 Planning Opportunities
Dear First Mates, I hope this email finds you safe and in good health. I want to focus this month’s newsletter on some COVID-19 planning opportunities. Onwards and forwards! Consider...
Read MoreMarch 2020 Newsletter – A Proud Captain
"The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffet I hope everyone is safe and staying healthy during these volatile times!...
Read MoreFebruary 2020 Newsletter – This Too Shall Pass
Dear First Mates, This. Too. Shall. Pass. These four powerful words are a mantra of clients traveling aboard The WealthPlan LLC. I urge you to repeat (and keep repeating) these...
Read MoreJanuary 2020 Newsletter– General Principles & 2019 Recap
Dear reader, Happy New Year! I want to begin the first newsletter of 2020 by expressing how excited I am for the year ahead. I have some very big news...
Read MoreDecember 2019 Newsletter – Holiday Thanks
Dear First Mates, As we enter the holiday season, I want to thank you all for your business and continued patronage. I started in this industry in 2004, and some...
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