Growth and Accumulation
Forcing Mechanism Makes Couples Have Better Communication
I was sitting with married clients last week where one spouse bought a property without first fully discussing it with the other spouse. As I was processing this information, I…
Read MoreDepending on the Federal Reserve to improve the stock market, is like circling the Arc de Triomphe.
On our recent family vacation, we rented a car in Paris to drive to Normandy. To get to the French countryside, we had to drive through the center of Paris.…
Read MoreSecret to Saving Money
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…
Read MoreHow to select an Institutionally Managed Dividend Stock Portfolio
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…
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: The New Face of Bureaucracy
Does your brokerage house have you jumping through hoops? Don’t. You’ll end up with a 6-cent check!
Read MoreThe Blatt Watch by Peter Blatt: Compartmentalizing the Risk and Worry of Your Investments
Do you set aside time each day to worry? Some researchers think you should, and Peter thinks it’s good for your investment portfolio.
Read MoreThe Blatt Watch by Peter Blatt: Investing Without Worry
What if you could predict with pinpoint accuracy today exactly what that IRA will produce in retirement income 10 years from now?
Read MoreThe Blatt Watch by Peter Blatt: How the Government Plans to Tax Our Investments Now
You have only 150 days left until the new tax laws come into effect. The health care law has been declared constitutional; the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on January 1, 2013.
This new surtax will be assessed on the lesser of a) net investment income or b) the excess of modified adjusted gross income (MAGI) over the “threshold amount.” For married taxpayers filing jointly, the threshold amount is $250,000; married filing separately, $125,000; all other individual taxpayers, $200,000. For trusts and estates, it is the beginning of the top income tax bracket ($11,650 in 2012).
Read MoreThe Blatt Watch by Peter Blatt: How an Individual Can Invest like an Endowment (e.g. Harvard)
Why don’t individuals invest like endowments? Because they don’t know how to. Peter Blatt’s insightful article here explains how you too can invest like Harvard.
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