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Investment Planning

The Blatt Watch: A new perspective from adversity

By Peter Blatt

By Peter Blatt, J.D., LL.M. 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…

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The Blatt Watch: Palm Beach Gardens, Unemployment Rates, New Technology Jobs, and Selling in May

By Peter Blatt

By Peter Blatt, J.D., LL.M. 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…

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Trump and Financial planning in Palm Beach Gardens Florida

By Peter Blatt

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…

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Hiking Myakka River State Park Clears Your Head and Reminds Us That the Majority Can Be Wrong

By Peter Blatt

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…

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The Future of Mutual Funds

By Peter Blatt

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…

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The Blatt Watch by Peter Blatt: Safe money is more important than money at risk

By Peter Blatt

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…

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The Blatt Watch by Peter Blatt: How training a dog can teach you how not settle on mediocre investments or estate planning documents

By Peter Blatt

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…

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The 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?

By Peter Blatt

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.…

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The Blatt Watch by Peter Blatt: Financial Planning: Why it is normal to have a financial setback – The markets have setbacks, why shouldn’t we?

By Peter Blatt

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…

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The Blatt Watch by Peter Blatt: Can We Learn From Germany? Comparing Germany to the United States: Where Would You Rather Live?

By Peter Blatt

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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Recent Posts

  • 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

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AssetMark Client Access Guide

Center for Asset Management, LLC (“CFAM”) is an SEC Registered Investment Adviser located in Palm Beach Gardens, Florida. SEC registration does not imply a certain level of skill or training.  CFAM may only transact business in those states in which it maintains a notice filing or qualifies for an exemption or exclusion from registration requirements.

This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CFAM’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by CFAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

 

CFAM does not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CFAM’ s website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Investing involves risk, including the potential loss of principal. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security.

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