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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 recently recorded called "The Art & Science of Investing."  Think of...

Dear First Mates,For this month's episode, I discuss:1) New Legacy Planner service through Wealth.comI can now create estate documents including a will, power of attorney, health care proxy, and revocable trusts...

Dear First Mates,I hope you are doing well! Given the relative safety of some annuities during periods of economic weakness, I’ve had several clients ask recently for more information about this investment vehicle.With that in...

Dear First Mates,I hope this email finds you and your family doing well. With the new year underway, it’s time to turn our attention to another annual milestone — Tax Day. To help, I thought I'd provide an abridged tax...

Dear first mates,  Hope you are all doing well. Be sure to watch the video above. For this month's episode, I discuss:  1) My revamped website2) WealthPlan Risk Management LLC 3) Q2 tax planning...

Dear First Mates,Hello everyone. In this month's video, I'd like to discuss: -my quarterly service calendar-the team at All Back Office (meet Amy Fike in the video below)  -tax preparation services through Megan Aboot at...

Dear First Mates,I hope this newsletter finds you healthy and happy. There has been a lot of talk in the news about layoffs. This inspired me to discuss planning strategies surrounding layoffs. But why reinvent the wheel if you don't...

Dear first mates,Wishing all of you a happy new year. I hope 2023 brings you everything you want and more. To start the year, I’d like to tackle the subject of prenuptial agreements (Prenups). I understand that prenuptial...

Dear First Mates,Hello everyone. I want to wish all of you a Merry Christmas, Happy Chanukah, & a Happy New Year! This is my favorite time of year. In this video, I'll discuss the following: -firm accomplishments in 2022...

Dear First Mates,Hello everyone. Holiday season is upon us! I wish you all of you a Happy Thanksgiving, Merry Christmas, Happy Chanukah, and everything I may have missed. Without you, there is no WealthPlan, so I am always eternally...

Dear First Mates,Hello everyone. I firmly believe that most books can be essays, essays can be an article, and articles can be one or two sentences. Time is precious, and many books don't deliver the goods in the end. However, every...

Dear First Mates,Hello everyone! Please watch the above September 2022 episode.1) Introducing PanoramixAfter looking for two years, I found an excellent performance and sleeve reporting solution for clients that I can't wait to share...

Dear First Mates,Hello everyone. Welcome to this month's newsletter, where I aim to demystify alternative investments. Alternative investments are generally defined as anything other than traditional stocks or bonds. They are...

A banker is someone who gives you an umbrella when it's sunny and asks for it bank when it's raining" - Robert FrostDear First Mates,Good day everyone. I hope all is right as rain. This month, I will focus on another alternative asset...

Dear First Mates, Hello everyone. In today's video, I discuss:1) Becoming a dad - meet Sophia Ashraf Warshaw (aka lil' Soph Sophs)!2) Launch of my new alternative investments strategy3) How often I suggest meeting nowadays (book a...

Mm“It is not credible to allow an entire generation of retail investors to be left with only diversified public market exposure to generate retirement returns while institutional investors crowd into innovative business models...

“Buy land, they’re not making it anymore.” – Mark TwainDear First Mates,Happy Summer 2022! I hope you are all enjoying the nice weather (for all my New Yorkers out there). With much delight, I turn your...

 "Advisors can create the best portfolios in the world, but they won't really matter if the clients don't stay in them." -  Harry MarkowitzDear First Mates,Hello everyone! I hope you are all doing wonderfully. With the market...

Dear First Mates,I hope this email finds you well and in good spirits. In light of this year's bear market, I want to be a beacon of light with a call to action. 1) Study my investment philsophy below as this is our North Star...

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 Right CapitalSincerely,David WarshawP.S....

Dear First Mates, Hello everyone! Last month we discussed the importance of developing a Long-Term Care (“LTC”) action plan. If you missed it, here's a brief summary. Long-term care refers to the non-medical care seniors...

Dear First Mates, Hello everyone! This month, let’s do a deep dive into the world of Long-Term Care (“LTC”). This may not be the most glamorous topic, perhaps even a bit morose, but this information is incredibly...

Never ask anyone for their opinion, forecast, or recommendation. Just ask them what they have – or don’t have – in their portfolio” - Nassim Nicholas Taleb Dear First Mates, Talk is cheap and actions most...

Dear First Mates, Hello everyone. I hope you are all doing well and feeling great. This newsletter is a personal story about my investment journey and some lessons learned along the way. My philosophy that I am sharing with you is very...

Dear First Mates, Married Man In FloridaAs most of you now I'm now a married man! We moved to Florida for 1-year to give it a shot. I plan on being back in NY a lot so if meeting in person is important, please let me know and I'll...

“Any time a country transitioned to a fiat currency, they collapsed. That’s just world history; you don’t have to know about cryptocurrency to know that.” – Nipsey Hussle Dear First Mates, Welcome to the...

“In essence, the fundamental benefits of investing into Ethereum is the cryptographic nature, it’s anonymity, it’s universality, it’s divisibility, and most specifically, it’s coding language which...

“At its core, bitcoin is a smart currency, designed by very forward-thinking engineers. It eliminates the need for banks, gets rid of credit card fees, currency exchange fees, money transfer fees, and reduces the need for lawyers...

Dear First Mates, Tax season is upon us. But have no fear, your captain is here. Before we begin, be sure to check out these handy tax reference guides for 2020 and 2021, as well as key dates for 2021. You can expect a tax reference...

"You have exactly one life in which to do everything you will ever do. Act accordingly." - Colin Wright Dear First Mates, We are goal-focused, planning driven investors. As such, we know our portfolio is the servant of the plan. But...

"The stock market is the only market where things go on sale and all the customers run out of the store..." - Cullen Roche Dear First Mates, And we’re back! Ok so for this month I’d like to focus on the difference between...

Dear First Mates,Hello everyone! New year. New episode. Please watch.1) IRA ContributionsLet's get those retirement accounts funded for both 2020 and 2021! For both years, the IRA limit is $6k per person per year ($7k per year if you...

Dear First Mates, It’s officially 2021! I’m excited for the year ahead and can think of no better time than now to outline our investment first principles. This philosophy was vital to weathering the challenges we saw last...

The Power of Compounding Dear First Mates, Happy Holidays everybody! As we close out 2020, I’d like this newsletter to be a back-to-basics sort of deal. The kind of newsletter you’d share with your children and their...

Dear First Mates, In today's episode, I discuss three topics: Establish Systematic SavingsFor those sitting on extra cash, now is a great time to establish a direct deposit into your brokerage accounts. Let the power of...

"We must never sacrifice net fulfillment for net worth!" Dear First Mates, Hello everyone! This months newsletter was inspired by a podcast featuring Bill Perkins - a successful hedge fund manager and entrepreneur. You'd think most...

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 mantra is: "We are goal-based equity...

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 year. So, this is a great time for me to share the pros and cons of the shiny...

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 beneficiaries on file. So, for this month, I’d like to go...

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...

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 home as a financial asset but rather as a unique liability with many...

Dear First Mates, Hello everyone! I hope you all doing well and in good cheer. I am looking forward to the summer – however odd it may be. The last few months have been illuminating to say the least and I’d like to share...

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 own Personal Financial Dashboard. This dashboard...

Dear First Mates, I hope this email finds you safe and in good health. I’d like to focus this month’s newsletter on some COVID-19 planning opportunities. Onwards and forwards! Consider Applying for Unemployment Insurance...

Dear First Mates, I hope everyone is safe and staying healthy during these volatile times! Let’s dive right in because I have a lot to discuss with you. What To Do Now -Hold your existing investments -Buy more if you can (and...

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 words to those you care about when faced with whatever...

Dear reader, Happy new year! I’d like to begin the first newsletter of 2020 by expressing how I excited I am for the year ahead. I have some VERY big news that I will share with you very soon! Part One: General Principles As we...

Dear readers, 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 of you have known me since then. Boy, time sure does fly! With that said,...

With election season being 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! Oppenheimer Funds (now a part of Invesco Funds) published a...

Well hello everyone. I hope you are all doing fantastic. I’d like to focus today on your monthly budget. Aside from earning more income (which I covered in my July 2019 newsletter), knowing where your money goes is of paramount...

Hello there! My focus for this newsletter actually stems from the tragic passing of one of my Muay Thai kickboxing instructors (and a nurse to boot) named Lisa Margaritis. Lisa drowned tragically at the age of 48 and is survived by her...

On August 13, 1979 – BusinessWeek ran infamous cover essay entitled “The Death of Equities.” Please see the attached Client’s Corner and BusinessWeek picture. Here are some key points I want to you all to...

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 but well worth the read. The conventional wisdom, which I still support, is to save at least 10%...