Client resources & news
January 19, 2021

For many, January is a time for planning and preparation, and we are no different. We are currently immersed in scheduling and preparing for a new year of client meetings.

As we continue to evolve to match our changing times, I'd like to share another "meeting" option we are offering. For those of you who prefer not to spend a long time on the phone or video conference, we are offering a mailed review packet with all the reports you receive at your standard meeting, as well as a brief summary of where you stand and any suggested actions. You can then set up a short follow up phone call for any questions you may have. It is our goal to keep you on track, and we hope that adding another option will help you do just that.

We look forward to a time (hopefully later this year) that we can start seeing all of you in person again. In the meantime, please look out for our emails and calls, and do not hesitate to reach out to us.

Warm regards,
Market Update
Markets drifted lower last week as uninspired investors digested mixed news on the economic front. Read more market and economic insights.

Quarterly Market Commentary
SEI recently released its fourth-quarter market commentary. To summarize, capital markets began the fourth quarter of 2020 with a struggling recovery, before a sharp early-November advance was propelled higher through the end of the calendar year by a series of constructive announcements relating to COVID-19 vaccines. Read the full SEI commentary for more about what happened last quarter.

Tax Document Dates
For the 2020 tax year, the dates for printing and mailing recipient copies are as follows:
  • 1099-Rs (IRAs) available on:
  • SEI mail date: February 1 (Available online January 22)
  • FCC mail date: February 1
  • 1099-Bs (non-Qualified) available on:
  • SEI mail date: February 19, February 26 &/or March 11
  • Will be produced & mailed in 3 batches; your mail date will depend on when SEI receives the information on the holdings within your account.
  • FCC mail date: February 19

If you or your tax preparer need us to help gather any information, please give us sufficient notice to fulfill your request. Do not hesitate to call our office at 636-397-8303 with any questions.

Blattel & Associates does not provide tax advice. Please consult with your tax advisor with regard to your personal situation.
Bob's Movie Corner

Let’s start off the new year with some vintage feel-good films! (Re)watching favorite classics is a great way to relax—and get a reliable happily ever after. If you’re looking for ideas, here are some of my favorites from different genres.

Don't forget to share your QCD amount with your tax preparer.
Please share your tax return with us annually. It helps us have a more complete financial picture, so that we can answer your questions and plan your strategies.
Office Hours

We will be closed on February 15 for President's Day.

. . .

Please call our office at 636-397-8303 before you drop off or pick up any documents. Masks are required.
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