Client resources & news
October 13, 2020

We are now three-quarters of the way through the year. (Who could imagine a year that could go this fast and this slow at the same time?) We ended the third quarter fairly strong, even with a few periods of volatility.

Behind the scenes, we spent the end of the quarter taking a close look at everyone’s accounts. Depending on your situation, we initiated rebalances for those who needed it. For this type of rebalance, we look at accounts who have more than one strategy and make sure that they are at their target percentages.

We are now switching our focus to end-of-year planning. Whether it is monitoring investments for opportunities or analyzing situations for Roth conversions, we will be busy making sure you end the year right. We also will be hosting our Fall Client Webinar next week. Those of you who reserve their spots by Wednesday will receive a surprise.

We look forward to "seeing" many of you next week. Please reach out if you have any questions.

Warm regards, 
Market Update
Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill. Read more about last week's market and economy news.

Quarterly Report
The summer brought an economic rebound and a continuation of the stock market rally that began in spring. All three of the major Wall Street benchmarks advanced in third quarter. Even so, U.S. equities slumped in September as traders worried that the stock market might be getting ahead of the economyRead the full third quarter update.

Family Emergency Kits
If 2020 has taught us anything, it is to be ready for … well, for anything. A big part of this preparedness includes having a “bug-out” kit full of essential gear you can grab at a moment’s notice. Print this list for a guide to making your own emergency kit.
Join Us
Please join Blattel & Associates for our Fall Client Webinar on Thursday, October 22nd at 7pm CST. This online-only event will start with a virtual cheese tasting, followed by a keynote panel about how the election results may impact you, your portfolio, and taxes. We plan to end our event just in time for the final Presidential Debate. Please RSVP by Wednesday to receive a special gift and visit our event page for more details.
Bob's Movie Corner

If you’re starved for laughter and travel, I heartily recommend Waking Ned Devine (1998). Read my full review to learn why I enjoy this quirky comedy.

“A reader lives a thousand lives before they die. The person who never reads only lives one.”

-George R.R. Martin

As the weather turns chilly, try this apple cider pulled pork recipe in your slow cooker. Yum!
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