Dave's Digest
by David Warshaw
May 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...
Read MoreNovember 2019 Newsletter – Don’t Politicize Your Portfolio I
With election season upon us, I thought it would be worthwhile to share my thoughts on using your political lens for investment purposes. In a word, DON’T! Has It Always Been...
Read MoreSeptember 2019 Newsletter – Cherish Every Day
Dear First Mates, My focus for this newsletter stems from the tragic passing of one of my Muay Thai kickboxing instructors (and a nurse to boot) named Lisa Margaritis. Lisa...
Read MoreJuly 2019 Newsletter – What Is Passive Income?
Dear First Mates, Hope you are all enjoying the summer and are having a blast. I'd encourage you all to read this article that I shared. It is pretty long...
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