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The Blatt Watch

The Blatt Watch by Peter Blatt: The fishbowl effect; the weatherman; raising puppies, and investing for retirement

By Peter Blatt

From the desk of Peter Blatt, J.D., LL.M.  On Saturday, I was watching the weatherman as he was talking about the weather forecast for the next two weeks. It struck…

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The Blatt Watch by Peter Blatt: Financial Planner Asks: Why do our expenses increase while our income increases?

By Peter Blatt

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…

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The Blatt Watch by Peter Blatt: The Three Stages of Investing – Distribution

By Peter Blatt

In the last installment of the Blatt Watch Video series The Three Stages of Investing, Peter Blatt explains distribution, or transfer of wealth.

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The Blatt Watch by Peter Blatt: Financial Planning: The similarities between birthday candles and retirement

By Peter Blatt

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…

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The Blatt Watch by Peter Blatt: Palm Beach Financial Advisor Discusses Government Shutdown and How it Affects You

By Peter Blatt

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…

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The 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)

By Peter Blatt

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…

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The 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?

By Peter Blatt

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…

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The 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!

By Peter Blatt

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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The Blatt Watch by Peter Blatt: The Biggest Complaint Regarding Your Financial Advisor

By Peter Blatt

My family and I just came back from Cape Cod. We spent two different days on the water. We had two different experiences, both unexpected. My wife and I discussed…

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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: 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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