Posts Tagged ‘financial planner’
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)
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…
Read MoreThe Blatt Watch by Peter Blatt: Learning how to captain a boat will make you rich. A recent example of the difference between reacting versus long term planning.
From the desk of Peter Blatt, J.D., LL.M. Almost all of my preconceived notions of ‘driving a boat’ have changed. My current car is an Infiniti G37 four door sedan.…
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: Financial Planning: You Cannot Borrow for Your Retirement, But You Can Borrow for Your Child or Grandchild’s College Education. But Should You?
Paying for college is one of the biggest expenses for parents and/or grandparents. With a sound financial plan, it doesn’t have to impede your retirement. There are options to paying…
Read MoreThe Blatt Watch by Peter Blatt: How to choose the right financial planner in West Palm Beach or Palm Beach Gardens
From the desk of Peter Blatt When my grandmother passed away a year ago, my mother asked me how do I choose the right financial planner to help me with…
Read MoreThe Blatt Watch by Peter Blatt: Lessons of Mutual Funds vs ETFs
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.
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.
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