Client resources & news
March 16, 2021
Client
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,
Resources
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".

Taxes
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.

Reminders

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

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.
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.