Client resources & news
March 16, 2021
We're here for you through life's ups and downs—marriages, divorces, births, deaths, adoptions, job losses, etc. It's often difficult to navigate paperwork and practicalities after the death of a loved one or a personal setback, but we can help. And for the things we can't help with, we can refer you to reliable colleagues in other fields who can lend a hand.

We'd also like to remind our clients that these major life transitions are noteworthy as they affect your financial future. In order for us to have the most holistic view of your finances, our team needs to be made aware of these events.

Again, we're by your side as a resource anytime you or your families need guidance or assistance. If you have any questions or concerns, please do not hesitate to call us at (636) 397-8303.

Warm regards,
Market Update
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew. Read more market and economic insights.

Biden Administration
In case you missed our spring market & economic update on Friday, a recent survey by The Wall Street Journal showed that economists are upbeat about 2021. Learn more about how Biden's economic policies may affect the markets and your portfolios with these helpful resources.

Small Businesses
If you're unsure how to use your stimulus funds, consider donating to charity or re-investing in the local economy. View this short video for ideas on "Supporting Local Businesses in a Crisis".

Security Tips
Experts are warning businesses and computer users to beware of COVID-19 and stimulus-related cyber threats this year. Learn more in SEI's "4 Emerging Fraud Threats".

Please note that the USPS is experiencing delays. For your convenience, all tax forms are also available online. For the 2020 tax year, the dates for mailing recipient copies are as follows:

  • 1099-Rs (IRAs)
  • SEI mail date: February 1
  • FCC mail date: February 1
  • 1099-Bs (non-Qualified)
  • SEI mail date: February 19, February 26 and/or March 11
  • 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

For a retro comedy with clean humor, check out No Time for Sergeants (1958). A naive hillbilly is drafted into the USAF which leads to lots of mishaps and amusing misunderstandings.


Please share your QCD amount with your tax preparer and share your annual tax return with us to help us have a more holistic view of your finances.
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Bob & Chris' open-faced tacos are a simple crowd -pleaser. (1) Place a layer of soft tortillas on a baking sheet lined with tinfoil. (2) Top with 1.5 cups rinsed & drained black beans, 1 can Rotel, 1 cup corn, sliced green onions, taco seasoning, cheese & more veggies as desired. (3) Bake 15-20 min at 350.
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