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. 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…
In the last installment of the Blatt Watch Video series The Three Stages of Investing, Peter Blatt explains distribution, or transfer of wealth.
In this article, Peter explains the defining differences between mutual funds and their low-cost, liquid cousins, ETFs.
Do you set aside time each day to worry? Some researchers think you should, and Peter thinks it’s good for your investment portfolio.
How in the world is retirement planning in 2013 like cooking? Peter came up with the analogy this week, and it’s quite good.
What if you could predict with pinpoint accuracy today exactly what that IRA will produce in retirement income 10 years from now?
Doesn’t sound like much of a big deal, but these two words, fiduciary and suitability, are critical to determining the type of care you receive from your “trusted” financial advisor. Unfortunately most of the public is not aware that a minority of advisors are held to a fiduciary standard while a majority are held to a much lower, suitability standard of care.
The War on Seniors, Savers, and Planners is the result of the US Government’s monetary policy of keeping interest rates at rock-bottom lows. In this two-part series, Peter explains how since 2008, this trend has severely curtailed the wealth preservation efforts of high-net worth seniors who are planning their estate. He also offer us some tips and strategies for protecting income investments.