SOURCE: Blatt Financial Group
PALM BEACH GARDENS, FL--(Marketwire - Jul 26, 2012) - Blatt Financial Group, an estate, tax, and financial planning office in Palm Beach Gardens (www.blattfg.com), today announces the company's founder Peter Blatt, J.D., LL.M has been appointed to serve on the Investment Committee for the Jewish Federation of Palm Beach County.
The Investment Committee is responsible for managing the Federation's existing endowment. The goals for the members of the committee are to preserve ongoing and future income and manage the foundation's long-term investments for both the organization as a whole and its partner agencies.
"I am humbled by the appointment to serve on the Investment Committee and to have the opportunity to make an impact on the footpath for the Jewish Federation of Palm Beach County," said Blatt upon confirmation of his election.
Earlier this year, Blatt was appointed as chairman of the Investment Committee for the Arthur I. Meyer Jewish Academy, Palm Beach County's oldest Jewish day school. The academy is a founding member of the Jewish Community Day School Network, and has earned acclaim for graduating students that have gone on to the nation's top universities, including Harvard, MIT and the University of Pennsylvania.
As President of Blatt Financial Group, Blatt provides preservation income, estate, financial, and tax planning and distribution services for his clients. A graduate of the University of Miami School of Law, Blatt has gained a reputation for his unique training that allows his firm to cater to both the financial planning and estate law needs of his clients.
Please take a moment to read Peter Blatt's latest Blatt Watch opinion, published regularly on the Blatt Financial Group website, How an Individual Can Invest like an Endowment (e.g. Harvard) and Create Income without Loss of Principle. An excerpt appears below.
To invest like a charity you need to stop listening to the "accumulation" organizations, and find a group that works at the preservation level instead. Blatt Group, a group willing to take on a fiduciary responsibility to only you regarding the vehicles in which we will invest and preserve your nest egg, employs a unique emphasis on preservation that cannot be found anywhere else.