Investment Planning
A new perspective from adversity
I returned early last week from an amazing trip with my son, David, and the Boy Scouts of Troop 132. We hiked Yellowstone National Park and part of the Continental…
Read MorePalm Beach Gardens, Unemployment Rates, New Technology Jobs, and Selling in May
Early this morning as I was walking my golden retriever, Jack, I noticed the oddest of conversations. Some of my other dog walking neighbors, were upbeat and positive. One of…
Read MoreTrump and Financial planning in Palm Beach Gardens Florida
After Hurricane Dorian left us and proceeded north, I asked my younger son David, to help me return the outdoor furniture we stored in our garage to the backyard. In…
Read MoreHiking Myakka River State Park Clears Your Head and Reminds Us That the Majority Can Be Wrong
This past week, I hiked and backpacked with a bunch of Boy Scouts and another Assistant Scout Master thru the Myakka River State Park. My younger son David, was one…
Read MoreThe Future of Mutual Funds
The Future of Mutual Funds Brokerage firms are changing and leaving you out to dry. For example Edward Jones just released a statement that it will no longer allow its…
Read MoreThe Blatt Watch by Peter Blatt: Safe money is more important than money at risk
From the desk of Peter Blatt, J.D., LL.M. What a trip to New Jersey can teach you about investing Last week, I spent several days in New Jersey – the…
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: Follow up to: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?
From the desk of Peter Blatt In my last Blatt Watch, you read about my clients that were going to keep a promise of paying for college for 5 grandchildren.…
Read MoreThe 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…
Read MoreThe Blatt Watch by Peter Blatt: Can We Learn From Germany? Comparing Germany to the United States: Where Would You Rather Live?
From the desk of Peter Blatt Recently President Obama made a statement that he wants the United States economy to mirror Germany’s. This statement raises a lot of why, who,…
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