The Blatt Watch

Trump Accounts Are Now Open – What You Need to Know

A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the…

Retirement Planning for Couples: 6 Conversations You Need Before Retirement

By Lauren Linn

As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their…

The Cost of Keeping the Bank of Mom and Dad Open

By Peter Blatt

Graduation season is a milestone worth celebrating. But once the caps are thrown and the family photos are taken, there’s a financial inflection point that most families never talk about:…

The Blatt Watch: Planning for Emergencies

By Lauren Linn

Our most recent Dine & Discover was both eye-opening and empowering. Presented by the Palm Beach Gardens Police Department’s Crime Prevention Unit, the evening focused on a critical and timely…

On the Mark: Gold: Safe Haven or Risky Glimmer?

By Peter Blatt

By Kezia Samuel, CFA, CAIA | Chief Market Strategist at AssetMark Gold is making headlines in 2025, climbing 18% year-to-date after a strong 2024—and catching attention everywhere from Wall Street…

The Blatt Watch: Bridging the Generational Communication Gap

By Peter Blatt

By Peter Blatt, J.D., LL.M. At the Center for Asset Management, we believe success is about more than just smart investing. It’s about building meaningful connections and growing in all…

On the Mark Special Edition: Tariffs 2.0

By Peter Blatt

By Kezia Samuel, CFA, CAIA | Chief Market Strategist at AssetMark The Trump administration’s import tariffs have the potential to lower economic growth and increase inflation, but as discussions continue,…

The Blatt Watch: Building Strength: In the Gym and in Your Estate Plan

By Peter Blatt

Starting Small Leads to Lasting Success—Whether in Fitness or Estate Planning By Peter Blatt, J.D., LL.M. Last week, I resumed lifting weights. I love the energy that comes from building…

The Blatt Watch: Why should we be afraid of rampant inflation?

By Peter Blatt

By Peter Blatt, J.D., LL.M. During the winter break, our family traveled to New Orleans. It was our first time in the ‘Crescent City.’ We took a history tour of…

The Blatt Watch: Google Easily Finds Peter Blatt, Palm Beach Gardens Financial Advisor Walking Into His Office!

By Peter Blatt

By Peter Blatt, J.D., LL.M. A few weeks ago, one of my clients called extremely excited and said, ‘I found you on Google Earth.’ That sounded to me like she…

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Trump Accounts Are Now Open – What You Need to Know

The Cost of Keeping the Bank of Mom and Dad Open

The Blatt Watch: Planning for Emergencies

On the Mark: Gold: Safe Haven or Risky Glimmer?

The Blatt Watch: Bridging the Generational Communication Gap

On the Mark Special Edition: Tariffs 2.0

The Blatt Watch: Building Strength: In the Gym and in Your Estate Plan

The Blatt Watch: Why should we be afraid of rampant inflation?

The Blatt Watch: Google Easily Finds Peter Blatt, Palm Beach Gardens Financial Advisor Walking Into His Office!

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