Dave's Digest

by David Warshaw

October 2020 Newsletter – On Politics

October 6, 2020

Dear First Mates, With election season upon us, it’s an opportune time to review our core principles when it comes to mixing investments with politics. In short, they shouldn’t. Our...

September 2020 Newsletter: Gold, Gold & Gold!

September 1, 2020

Dear First Mates, Hello there! I hope the final days of summer are going well. As I write, gold is approximately up a whopping 29% since the beginning of the...

August 2020 Newsletter- Beneficiary Planning

August 3, 2020

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...

What’s Up At The WealthPlan – July 2020

July 10, 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...

July 2020 Newsletter – Rent vs. Own

July 8, 2020

Video Intro Dear First Mates, Hello everyone! Your captain speaking. Today I'd like to tackle the hotly debated topic of renting a home vs. owning one. I don’t view a...

May 2020 Newsletter – Your Own Personal Financial Dashboard

June 15, 2020

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...