Financial Planning
The Blatt Watch by Peter Blatt: The sandwich generation teaches us how to make informed financial decisions
From the desk of Peter Blatt, J.D., LL.M. A long term client of ours was unable to meet for our quarterly review. He asked me to reschedule it for a…
Read MoreThe Blatt Watch by Peter Blatt: How to view summertime as a suspension of time
From the desk of Peter Blatt, J.D., LL.M. A 6-day trip could feel like a 3-month suspension in time. What a family trip can teach you about making good financial…
Read MoreThe Blatt Watch by Peter Blatt: How training a dog can teach you how not settle on mediocre investments or estate planning documents
From the desk of Peter Blatt, J.D., LL.M. I almost gave up on my dog, Jack. Our beautiful six-month old golden retriever was not house broken, nor was he crate…
Read MoreThe Blatt Watch by Peter Blatt: Financial Planner Asks: Why do our expenses increase while our income increases?
From the desk of Peter Blatt, J.D., LL.M. Sitting down with one of my clients today in Miami, he posed the question, ‘Why do I continue to spend more each…
Read MoreThe Blatt Watch by Peter Blatt: The Three Stages of Investing – Distribution
In the last installment of the Blatt Watch Video series The Three Stages of Investing, Peter Blatt explains distribution, or transfer of wealth.
Read MoreThe 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…
Read MoreThe 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…
Read MoreThe 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…
Read MoreThe 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…
Read MoreThe 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…
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