Client resources & news
September 28, 2020

The smell of fall was unmistakably in the crisp air this morning. Mother nature is signally the changing of the seasons.

This fall, Blattel & Associates is embracing change. We are offering flexible Review options. We understand that a one-hour virtual meeting to review your portfolio is not right for everyone. Whether your prefer to have a report packet mailed to you, have a 15-minute chat with us, or just wait until 2021, we want you to work with you so that we can find the best way to help you stay on track.

We are also hosting our fall client event virtually for the first time. If you have questions for the experts on how your portfolio or tax situation may be affected by the upcoming election, mark your calendar for October 22 and check your inboxes for your evite.

We look forward to the fall season and all the change it brings. As always, we are here for you; that is something that will not change.

Warm regards, 
Market Update
Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases. Read more about last week's market and economy news.

Equity Commentary
Investing anywhere but the U.S. has been a tough sell over the past several years as mega-cap technology stocks have driven the market higher. Read SEI's commentary on how U.S. Equities look different without big tech.
Other News
Join Us
Please join us for Blattel & Associates' fall client event on Thursday, October 22nd at 7pm CST. For the first time, we're hosting this as an online-only webinar. Click here to RSVP and keep checking back for more details and special additions.
SECURE Act Reminder
This year began with the SECURE Act, which you may remember affects some of the old rules for inherited IRAs with a non-spousal beneficiary. If you have a trust set up as your IRA beneficiary and you have not yet touched base with your estate attorney, we still recommend that you contact them to determine if you should make changes to your account beneficiaries and/or amend your trust. 
Bob's Movie Corner

Whether you’re in the mood for a fairy tale, family, fantasy, romance, action, or adventure film, you’ll find something to like in the cult classic, The Princess BrideRead my full review and you will be quoting this movie with us in no time.

“Why do you wear a mask?"

I think everybody will in the near future," was the man in black's reply.

"They're terribly comfortable.”

-William Goldman, The Princess Bride

Kate's favorite meatloaf recipe is actually one for mini meatloaves - a great way to serve individual portions. Try Sheet Pan Mini Meatloaves for yourself. For the kids, they often alter it by using mild cheddar and no horseradish, but it's tasty either way.
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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.
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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.
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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.
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