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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...

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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...

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...

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...

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%...