Broker Check

What's Up At The WealthPlan - August 2021

August 30, 2021
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Dear First Mates,

Married Man In Florida

As most of you know, 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 note that in your file.

New Address

My office (516-400-7111) and cell (516-699-1776) are the same. My new office address is:
The WealthPlan LLC
David Warshaw
2875 NE 191st St. Suite 500
Miami, FL 33180

New Technology Partnership - Pontera
I'm pleased to report that I can now professionally manage your employer-sponsored retirement plans (e.g., 401k/403b) through a technology firm called Pontera. Retirement accounts often represent the largest and most important asset for working professionals. Yet they usually receive the least attention and are the most likely to suffer opportunity cost losses from a “set and forget” strategy. A study by Aon Hewitt shows that professionally managed 401(k)’s outperform self-directed accounts, even after accounting for fees. This can translate into 79% more wealth over 20 years.

New Cryptocurrency Offering- Arbor Digital
I encourage you to read my three recent crypto newsletters on my website. I have also recently partnered with a firm called Arbor Digital to bring the asset class to more clients. For more information, please contact me.

Rebalance
I teamed up with a firm called Astoria Portfolio Advisors to review and improve my models. It's a good idea to get a second set of eyes on portfolios. Once the models are updated, I will rebalance all qualified accounts. For non-qualified accounts, I'd like to review that with you all before I trade. So let's meet!

Book A Meeting Soon!
Please use my calendar link to schedule our next review. I'm looking forward to it!