From the desk of Peter Blatt August 18, 2015 Last week, we had a very informative Roundtable on how to prevent identity theft. Sergeant Paul Rogers of the Palm Beach Gardens Police Department Sergeant Paul Rogers of the Palm Beach Gardens Police Department was our…
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 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.