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 of the Scouts. For those who don’t know where Myakka State Park is located, it…
January 7, 2016 In the first few days of this New Year we have seen the Chinese Stock market fall over 7% and again fall. The World is connected and the S&P 500 (a measure of the largest companies in the US) dropped in value….
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 Newark, Short Hills, and North Brunswick area. I had several client meetings and an opportunity…
In the last installment of the Blatt Watch Video series The Three Stages of Investing, Peter Blatt explains distribution, or transfer of wealth.
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…
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 my firm. Nobody wanted to invest, make decisions, or pay for legal services. I had…
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…
When President Obama released his budget earlier this month, it sent shock waves across both isles. But the biggest surprise? Your retirement savings are capped.
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.