Blattel News

The Latest

Newsletter. Check out this week’s newsletterin our refreshed format.

Volatility. If you missed our recent email regarding market volatility, you can read more about our takeon the economy and our long-term investment strategies.

Meetings. We are hosting all client meetings by phone and online, with no onsite meetings at our offices. Before your meeting, we will email you a link (so we can screenshare our presentation) and copies of your latest reports. At the time of your meeting, we will call your primary phone number, so please let us know if your preferred contact number has changed.

Protection. Read our recent emailfor device cleaning tips to prevent the spread of germs, the newest scam watch list, and a video summarizing what SEI is doing to protect your sensitive data.

Taxes.Please remember that, even during a pandemic, taxes come due. This year’s tax deadline is July 15.Please contact our office right away if you need our assistance with finding statements, 1099s, etc.

The articles and opinions on this site are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your advisor with regard to your individual situation.
All summaries/prices/quotes/statistics presented here have been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness. Past performance is no guarantee of future results.
When you access certain links on the Blattel & Associates website you may leave this website. We do not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the Blattel & Associates website for convenience and informational purposes.
Robert Blattel is a CERTIFIED FINANCIAL PLANNERTM practitioner. The partners of Blattel & Associates are not registered in all states. Please contact us to verify availability in your state. This is not an offer to buy or sell any security.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and Investment Advisory Services offered through Cutter & Company Brokerage, Inc., 15415 Clayton Road, Ballwin, Missouri 63011 * (636) 537-8770. Member FINRA/SIPC.
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