Thought Leadership
by David Warshaw
September 2023 Newsletter – How to Fight Outrageous Medical Bills
Dear First Mates, I hope all is well with you. I’m reaching out today about an issue that is close to my heart–and, unfortunately, weighs on the minds of far...
Read MoreWhat’s Up At The WealthPlan – August 2023
Dear First Mates,In this month's episode, we discuss: 1) Monday.com and the 4 Seasosn of Planning Framework2) The Schwab/TD Merger is occurring soon!3) Flourish Casah is now paying 4.90%!!!4) The...
Read MoreAugust 2023 Newsletter – Themes, Themes, Themes!
Dear First Mates, I hope you’re doing well. In recent years I’ve become fascinated with thematic exchange-traded funds (ETFs). After launching my first model here at The WealthPlan LLC, I...
Read MoreJuly 2023 Newsletter – Nobody Knows Nothing
Dear First Mates, I hope you are enjoying your summer. Constantly, I hear dire financial forecasts on the news, and I find myself shocked by the confidence of these pundits...
Read MoreJune 2023 Newsletter – My Current Thoughts On Digital Assets
Dear First Mates, Hello everyone. Let's talk digital assets - a topic you know is near and dear to my heart and personal portfolio. 2022 was an ugly year for...
Read MoreMay 2023 Newsletter – The Art & Science of Investing Webinar
Dear First Mates, I hope I find you all well and enjoying the beautiful Spring weather. For this month, I'd like to mix it up and share a webinar I...
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