Client resources & news
August 18, 2020
Client

Yesterday, I dropped my children off on their first day of school - equipped with face masks and hand sanitizer. To be honest, it's the most nervous I have felt since dropping my oldest off on the first day of kindergarten. There are so many questions and so many unknowns.

It's human nature to fear the unknown. This is also why so many workers count down their days until retirement, but at the same time are very worried as to what it will bring. While we don't have a crystal ball, we do have financial planning software that can help you visualize different scenarios, such as various travel budgets, new cars, or working one year less. You can have the peace of mind that you have a plan during retirement.

If it's been a while since you've looked at your financial plan, or you'd like to know how to start one, please contact our team.

As for my children, they had great first days of school. My daughter is excited to learn the states this year and my son is looking forward to starting most days with math and science. I hope you and your family are finding positives during these crazy times.
 
Best, 
Resources
Market Update
Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measureRead more about last week's market and economy news.
SEI Commentary
SEI's Investment Management takes an in depth look at what happened in July. From the the U.S. dollar taking a large dip to global equities being reinvigorated, SEI comments on economic data, central banks, and portfolio opportunities. Read the July Commentary: U.S. Dollar Takes a Dip.
Security Tips
In an effort to help you keep your data protected, we encourage you not to forget about the security of hard copy documents. Check out these tips to keep your paper safe.
Office Update

Part of our team is now working from our office building. Please call first before dropping by. Masks required. We are still hosting all meetings virtually. Please call 636-397-8303 or email us.
Inspiration

Do what you can, with what you've got, where you are."

-Theodore Roosevelt
Recipe

This week, Adam shares his favorite go-to recipe for this summer, Curried Chicken Salad. He recommends serving it on a warm baguette with crisp romaine lettuce.

Securities and Investment Advisory Services offered through Cutter & Company Brokerage, Inc., 15415 Clayton Road, Ballwin, Missouri 63011 * (636) 537-8770. Member FINRASIPC.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Diversification does not guarantee profit nor is it guaranteed to protect assets.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general.
The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the NASDAQ. The DJIA was invented by Charles Dow back in 1896.
The Nasdaq Composite is an index of the common stocks and similar securities listed on the NASDAQ stock market and is considered a broad indicator of the performance of stocks of technology companies and growth companies. 
The MSCI EAFE Index was created by Morgan Stanley Capital International (MSCI) that serves as a benchmark of the performance in major international equity markets as represented by 21 major MSCI indices from Europe, Australia, and Southeast Asia.
The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-year Treasury Note as a benchmark for the long-term bond market.
Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
Past performance does not guarantee future results.
You cannot invest directly in an index.
Consult your financial professional before making any investment decision.
Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.
These are the views of Platinum Advisor Strategies, LLC, and not necessarily those of the named representative, 
Broker dealer or Investment Advisor and should not be construed as investment advice. Neither the named representative nor the named Broker dealer or Investment Advisor gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial professional for further information.
By clicking on these links, you will leave our server, as the links are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site. 
The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.