Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
1st Annual Food Drive!

Rosenblatt Advisors is hosting our first annual food drive! See the attached flyer for more information. You can also donate directly to the Alameda County Community Food Bank virtual food drive using this link: https://www.vfd-accfb...
Read MoreFrankie Rosenblatt aka Mr. Handsome

Tuesday's office dress code is bow tie optional.
Read MoreCheck it out!

If you didn't see it in your inbox, check out Craig's most recent quarterly letter on our website: read it here!
Read MoreRandom Thought

Networking is the most profitable thing a business person can do.
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Christmas Eve

Today's move in the market was the worst Christmas Eve drop ever in Market history.
Read MoreMarket Corrections

Rick Santelli says, "If you can't handle a correction, you shouldn't be invested in the market." Happy Thanksgiving everyone.
Read MoreHappy Halloween!

Natalie's cats, Buster and Maddy, wish you a Happy Halloween!
Read MoreRecent Volatility

I hate to say it, but if you refer back to our 2nd quarter letter, you will see we anticipated this recent volatility. Hold on tight, we have prepared for this and will help you make it through.
Read MoreKids and money

Over the July 4th holiday, I read a magazine article about discussing money with your kids. Since I'm a new parent, I'm always interested to know how others have found success (or failure) in introducing concepts about money to their...
Read MoreStorm Clouds are Brewing

We are keeping a close eye on interest rates and oil prices. As they rise, they make things more expensive and more expensive things means lesser profits.
Read MoreEnd of tax season

Another tax season is in the books! Keep in mind there are several changes from the new tax law going into effect for 2018. If you have any questions about how this will affect you and to plan accordingly, please give us a call. We'd...
Read MoreEquifax Hack

As I am sure you are aware, last week the credit bureau Equifax was hacked and hundreds of millions of their clients private information was stolen. I want to address this issue since we have received a lot of client calls and the...
Read MoreHamilton Quote

"Look around, look around at how lucky we are to be alive right now."
Read MoreThink Positive

For every negative thought that comes to you, immediately think of three positive ones.
Read MoreMoney Talk

Recently my daughter asked me why people work. I told her, to make money. She then asked, why do we need money. Instead of telling her the obvious answer which would be to buy things, I told her to think of money like friends. You have...
Read MoreDaily Thought

A person should not be judged by how much wealth they accumulate, but how much wisdom the gain and disperse.
Read MoreDiversification
Monday, December 19, 2016Recently I have received numerous calls from our clients asking why the Dow Jones, S&P and NASDAQ are all making new highs, yet their accounts have been going down in value. The answer to this question is quite simple. When you are...
Read MoreDonald Trump

Whether you like him or not, Donald Trump is now the Presidential Elect. Here are the top ten reasons why I believe Donald Trump will be good for the economy: (in no particular order) 1) the estate tax exemption will remain at $5.45M...
Read MoreMarket Volatility

The second weekend of September brings to the market an awful lot of volatility. The uncertainty of the Federal Reserve's actions next week and the upcoming presidential election have unnerved a lot of investors. I forecast more...
Read MoreRobo-Advisor Caution

Do you think investing with an online "Robo-Advisor" is a good idea? Many younger investors do. Well, you better think again. It was reported last week that Robo-Advisor websites shut down trading and wouldn't allow investors to...
Read MoreNBA Finals

Congratulations to the Cleveland Cavalier's for their historic win over the Golden State Warriors this past weekend. Though I am sad about the Warriors loss, I am happy for the city of Cleveland.
Read MoreGreat Warren Buffett Quote

"If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes"
Read MoreInvestment Thought

Investing is a lot like losing weight. Very rarely do you get quick weight loss results by going to the gym just one or two times. Most professionals will tell you, the key to successfully losing weight is setting up a multi-year plan...
Read MoreCongratulation's Golden State Warriors

Congratulation's Steph Curry and the Golden State Warriors for braking the NBA regular season win record!
Read MoreHappy New Year!

Happy New Year! Our team hopes you have a Prosperous and Healthy New Year. CJR
Read MoreStar Wars, The Force Awakens

I had a chance to see the new Star Wars movie, "The Force Awakens" last night. I thought it was Fabulous! If you have a chance to see it, I highly recommend it. May the force be with you. CJR
Read MoreChief Financial Officer

I just read a very nice article today and it said, "In today's environment, clients expect their advisors to serve them in a greatly expanded role, evolving from stockbroker to financial advisor to Chief Financial Officer*." I couldn't...
Read MoreCapital Gains

With the way the market moved this year, with a decent gain in the beginning of the year, and then a mid-year sell off, there is a good chance your mutual funds will be paying out capital gains. These capital gains WILL affect your...
Read MoreThe Circle
Friday, October 9, 2015If you want to get a glimpse of what can happen if we allow technology to rule our lives, take a read of the book "The Circle," by David Eggers. It is long, but worth the read. I finished it a few weeks ago and really enjoyed it. CJR
Read MoreTo raise or not to raise
Wednesday, September 9, 2015"To Raise or not Raise," that is the question. Janet Yellen has a big decision coming up next week. Does she look at the good U.S. economic data and raise the short-term interest rate up or does she cave in to what the world leaders...
Read MoreTrading the Market
Thursday, September 3, 2015Here are my top 3 reasons why you should not trade the market and invest in it instead:1) There are people out there with a lot more information than you.2) Nobody knows which direction a stock is going to move in the short term and if...
Read MoreMarket Downturn
Tuesday, August 25, 2015I hope you heeded my warning from 3 weeks ago and strapped on your seatbelts. The market has taken us a on heck of a ride lately and unfortunately it has been down. If this market drop has made you nervous, it's possible investing in...
Read MoreOverdiversification
Monday, August 17, 2015Is it possible for your accounts to be over-diversified? Recently, I have come across some client's accounts held outside our company that, in my opinion, have way too many positions. Don't get me wrong, I think accounts should be...
Read MoreBook Review
Tuesday, August 11, 2015Over the weekend I completed a book titled "The Value of Debt in Retirement" by Thomas Anderson. I thought it was very eye opening. All our lives we are taught to pay off all our debts and retire debt free. This book takes a contrarian...
Read MoreFirst Blog Post
Wednesday, July 29, 2015Hi Everyone. I am very excited to make my first blog post and here it is. What I plan to do with this blog is periodically post things on my mind. I may write about a stock I find interesting, a topic you may enjoy or maybe even a...
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