The Blatt Watch by Peter Blatt: Financial Planning: The similarities between birthday candles and retirement
Financial Planning can teach us when a behavior does not need to be corrected Last night it was my mother-in-law’s birthday. We went to Jetty’s restaurant in Jupiter for the…
The Blatt Watch by Peter Blatt: Palm Beach Financial Advisor Discusses Government Shutdown and How it Affects You
The big question is how will the US Government Shutdown affect you? I would like to share information from Global Financial Private Capital (our main institutional manager) and how they are helping…
The Blatt Watch by Peter Blatt: Death and Government shutdowns teach us about financial planning (Palm Beach Gardens Financial Advisor explains the connection between death and the Government)
I spent the last two days, Sunday and Monday, attending two different memorial services. The Sunday service was a celebration of life for one of my clients. He was a…
The Blatt Watch by Peter Blatt: What does Miley Cyrus, Oprah Winfrey, Lamar Odom, dog, Jack Daniels, and Breaking Bad have in common with financial planning in Palm Beach Gardens, Florida?
A quick study between the difference of a Problem and an Inconvenience. Miley Cyrus, Oprah Winfrey, Lamar Odom, dog, Jack Daniels, and Breaking Bad are the top searched topics on…
The Blatt Watch by Peter Blatt: Financial Planner in Palm Beach County helps preserve assets: How to make important financial decisions when you are overwhelmed with life!
One of my clients that I am very fond of, was about to reallocate one of her investments from high cost mutual funds to low cost institutional investments, saving over…
The Blatt Watch by Peter Blatt: Learning how to captain a boat will make you rich. A recent example of the difference between reacting versus long term planning.
From the desk of Peter Blatt, J.D., LL.M. Almost all of my preconceived notions of ‘driving a boat’ have changed. My current car is an Infiniti G37 four door sedan.…
The Blatt Watch by Peter Blatt: The Biggest Complaint Regarding Your Financial Advisor
My family and I just came back from Cape Cod. We spent two different days on the water. We had two different experiences, both unexpected. My wife and I discussed…
The Blatt Watch by Peter Blatt: Financial Planning: Why it is normal to have a financial setback – The markets have setbacks, why shouldn’t we?
From the desk of Peter Blatt In 2008, I went through a large financial setback. I pulled my clients out of the stock market, and revenue slowed down considerably for…
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