blog-header-new

The Blatt Watch by Peter Blatt: How to choose the right financial planner in West Palm Beach or Palm Beach Gardens

May 16, 2013

From the desk of Peter Blatt When my grandmother passed away a year ago, my mother asked me how do I choose the right financial planner to help me with…

The Blatt Watch by Peter Blatt: Retirement Plans: Warning: Federal Estate Tax Rules are Changing Again

May 10, 2013

From the desk of Peter Blatt May 10, 2013 How are your retirement plans? The Permanent Reduction of Federal Estate Taxes is No Longer Permanent! This is also known as…

The Blatt Watch by Peter Blatt: The Government Has Found Another Way to Hurt Small Business Owners

April 25, 2013

When President Obama released his budget earlier this month, it sent shock waves across both isles. But the biggest surprise? Your retirement savings are capped.

The Blatt Watch by Peter Blatt: Lessons of Mutual Funds vs ETFs

April 24, 2013

In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.

The Blatt Watch by Peter Blatt: Can You Raise My Debt Limit?

March 19, 2013

In this week’s Blatt Watch, Peter shares with readers a funny yet frightening video of a guy who tries to get his bank to extend his personal credit line – despite already owing roughly seven times what he earns!

The Blatt Watch by Peter Blatt: The New Face of Bureaucracy

March 13, 2013

Does your brokerage house have you jumping through hoops? Don’t. You’ll end up with a 6-cent check!

The Blatt Watch by Peter Blatt: Compartmentalizing the Risk and Worry of Your Investments

February 27, 2013

Do you set aside time each day to worry? Some researchers think you should, and Peter thinks it’s good for your investment portfolio.

The Blatt Watch by Peter Blatt: Cooking and retirement planning – it’s all about the end goal

February 12, 2013

How in the world is retirement planning in 2013 like cooking? Peter came up with the analogy this week, and it’s quite good.

The Blatt Watch by Peter Blatt: A Supreme Court Justice Shows Us How The World Works

January 30, 2013

Peter lays out some striking points about how the media covers the most mundane news – most notably, Supreme Court Justice Clarence Thomas news this week that he spoke.

Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.

Or give us a call at 561.625.0900