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…
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…
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 trained. He would walk and pee without even noticing. In the past, prior to having…
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. Paying for college is one of the biggest expenses for parents and/or grandparents. With a…
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 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….
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.