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 to flee the safety of CDs, Banks, and other lower risk investments. There is a…
From the desk of Peter Blatt, J.D., LL.M. At a recent special session of the Northern Palm Beach Country Chamber of Commerce meeting I learned that New York fell behind Florida in economic growth in the private sector jobs. However, New York is constantly bombarding…
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 me that his predictions might be correct, or they might not be correct. Even if…
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 smooth sailing followed by rough water boating. This reminds me of what I hear as…
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 for college, but they are not all a “one size fits all”. Recently, I was…
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, what, and where questions. What makes Germany’s economy better than ours? Who is making Germany’s…
From the desk of Peter Blatt How is your financial planning? Sometimes markets fall. One of the worst strategies is to buy and hold investments. An actively managed conservative portfolio should out-perform a buy and hold stock portfolio in a declining market. The commentary below…
From the desk of Peter Blatt There are two main themes running through the news this month. The first theme is terrible tornado’s destroying different parts of our country. I call these events acts of God. The second types of events are malfeasance by our Government….
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 this inherited money? I took a moment and put ego aside and answered her as…
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.