Client resources & news
January 5, 2021
Client

Happy new year! Whether you consider the new year to be a meaningful beginning or just another date to remember, I hope this year you’ll choose to embrace a fresh start. And as 2021 begins, the months ahead seem like a blank slate full of possibilities—possibilities that start with goals. 

Like you, there are some goals I’ve planned for and valued a long time, like my daughter going away to college. Well, life had other ideas. My wife and I are so happy to have our daughter back at home, but we regret that she’s not having a traditional college experience. However, she’s safe and she’s receiving an education. That’s a win in my book.

Even though things didn’t work out as planned, our overarching goal (of our daughter receiving an education) is still intact and achievable. The same applies to you. Although your plans might look really different this year, your goals don’t have to. 

At Blattel & Associates, we focus a lot on creating personal goals for your retirement. The successes of your retirement journey should be measured based on your individual goals and not the ups and downs of the stock market. Since 1977, our team has been helping clients achieve their long-term goals. Thanks for trusting us in the past, present, and future.

Best,
Resources
Market Update & Year in Review
Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. Read more about how the U.S. and Global economies fared last year.

Economic Outlook
SEI recently released its fourth-quarter Economic Outlook. Titled, "The World Gets a Shot in the Arm," it summarizes different factors that played a part in the fourth quarter, as well as things to expect in 2021. Read the summary or full article of SEI's economic outlook for more about what we can expect in 2021.
Tax Document Dates
For the 2020 tax year, the dates for printing and mailing recipient copies are as follows:
  • 1099-Rs (IRAs) available on:
  • SEI mail date: February 1 (Available online January 22)
  • FCC mail date: February 1
  • 1099-Bs (non-Qualified) available on:
  • SEI mail date: February 19, February 26 &/or March 11
  • Will be produced & mailed in 3 batches; your mail date will depend 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.
Gratitude

Instead of beginning the new year with a list of resolutions, start by examining the good things that are already in your life by practicing gratitude.
Inspiration

"What a wonderful thought it is that some of the best days of our lives haven't even happened yet.”


-Anne Frank
Holiday Hours

Blattel & Associates office will be closed January 18 for MLK Day.

We will also be closed on February 15 for President's Day.
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