Hiking Myakka River State Park Clears Your Head and Reminds Us That the Majority Can Be Wrong

July 3, 2019

This past week, I hiked and backpacked with a bunch of Boy Scouts and another Assistant Scout Master thru the Myakka River State Park. My younger son David, was one…

Summer is Here

May 18, 2017

As I was walking my 3 year old golden retriever Jack this morning, one of my neighbors ran after me. He was very excited to see us and wanted to…

The Future of Mutual Funds

September 16, 2016

The Future of Mutual Funds Brokerage firms are changing and leaving you out to dry. For example Edward Jones just released a statement that it will no longer allow its…

Secret to Saving Money

June 21, 2016

06-21-2016 How to save money and pay off any and all debts We are encouraged from early on to start amassing debt.  You watch any ad on TV, you watch…

Estate Planning:  Who Can Be Your Successor Trustee

March 31, 2016

Current Blatt Watch March 31, 2016 Estate Planning: Who Can Be Your Successor Trustee >>>Download One of the major questions legal estate planning clients always ask me is who can be…

How much do you need in retirement: What is your number and why that number should not scare you

February 17, 2016

A question that is often asked by our potential clients is what is the amount of money I need in retirement? Most professionals agree there are 3 different ways to…

How to select an Institutionally Managed Dividend Stock Portfolio

February 3, 2016

The desire to have income with growth potential is currently one of the strongest desires in the safer money area. There is a war on savers that is causing investors…

Some key points about China and the US economy

January 7, 2016

January 7, 2016 In the first few days of this New Year we have seen the Chinese Stock market fall over 7% and again fall. The World is connected and…

Social Security Changes That Could Require Immediate Action

December 15, 2015

December 15, 2015 On November 2nd 2015, a new law will become effective in 6 months (April 2016). This new law removes loopholes in the Social Security system. The major loophole allowed…

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