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Thursday, September 22, 2022

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...

Tuesday, August 2, 2022

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...

Monday, July 11, 2022

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...

Friday, June 24, 2022

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...

Wednesday, June 22, 2022

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...

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Thursday, June 16, 2022

“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...

Monday, June 13, 2022

 "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...

Wednesday, May 25, 2022

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...

Friday, May 6, 2022

Friday, April 15, 2022

Monday, March 14, 2022

Monday, February 28, 2022

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....

Friday, February 25, 2022

Tuesday, January 11, 2022

Thursday, December 23, 2021

Wednesday, November 10, 2021

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...

Sunday, October 17, 2021

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...

Friday, October 1, 2021

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...

Thursday, September 30, 2021

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...

Monday, August 30, 2021

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...

Friday, May 21, 2021

“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...

Wednesday, May 19, 2021

“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...

Monday, May 17, 2021

“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...

Thursday, April 15, 2021

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...

Wednesday, March 10, 2021

"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...

Monday, February 8, 2021

"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...

Sunday, January 31, 2021

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...

Friday, January 8, 2021

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...

Monday, November 30, 2020

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...

Monday, November 30, 2020

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...

Wednesday, November 4, 2020

"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...

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

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

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

Friday, 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...

Wednesday, July 8, 2020

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...

Monday, June 15, 2020

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...

Monday, 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 own Personal Financial Dashboard. This dashboard...

Thursday, April 9, 2020

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...

Tuesday, March 17, 2020

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...

Saturday, February 15, 2020

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...

Wednesday, January 15, 2020

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...

Sunday, December 15, 2019

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,...

Friday, November 15, 2019

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...

Tuesday, October 15, 2019

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...

Sunday, September 15, 2019

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...

Thursday, August 15, 2019

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...

Monday, July 15, 2019

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%...