The Blatt Watch by Peter Blatt: Fiduciary vs. Suitability

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 Blatt Watch by Peter Blatt: The War on Seniors, Savers and Planners – Part I

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.