Client resources & news
March 2, 2021
Blattel & Associates may be a small firm, but we realized many years ago that client withdrawals represent a cybersecurity risk. To mitigate those risks, we implemented a cybersecurity policy as well as a physical security policy.

One of the numerous measures we have in place is requiring telephone conversations with clients prior to executing certain transactions. This means we never act on emailed instructions without first validating with a phone call. Although we know many of our clients very well—the sound of your voices or even your handwriting—having formal protocols in place for withdrawals helps minimize your exposure to criminal activity.

And it's not just our team looking out for you. We rely on our broker-dealer for additional support (e.g. encryption, trainings, phishing programs) as well as vendors such as SEI to help us establish complementary protocols. But we also need you, our clients, to remain vigilant and aware of the latest cybersecurity threats.

Warm regards,
Market Update
Stocks dropped amid rising long-term bond yields, with sharp declines in
high-valuation growth stocks leading the overall market lower. Read more market and economic insights.

The High-Yield Market
The high-yield market has a history of transformation, and now it hovers near all-time low yields. Learn more in SEI's "High Yield's Wild Year"

For the 2020 tax year, the dates for printing and 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
(produced & mailed in three batches; date depends 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

For the film that might (finally!) win Ralph Fiennes an Oscar, watch The Dig (2021) on Netflix. This compelling and emotional period piece also features great acting from Carey Mulligan and Lily James. Read more about why Bob enjoyed this true story of an archaeological dig set against the backdrop of WWII.

Please share your QCD amount with your tax preparer and, in return, share your annual tax return with us. This helps us have a more holistic financial scope as we plan your strategies.
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Please call our office at (636) 397-8303 before
you drop off or pick up any documents. Masks are required.

Chase away the winter blues with a taste of the ocean! Whether or not you're observing Lent, substituting seafood for your usual protein will make your taste buds happy. This 15-minute shrimp scampi recipe can be served over pasta, salad, or on its own with fresh bread. And don't be stingy with the garlic and lemon!
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