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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...

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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%...