News and Events

Upcoming Events

June 2025

  • June 15: Triggers First Outing
  • June 17: Social Security Webinar
  • June 17-21: Townsend Eagles Long Ride
  • June 27: All Client Golf Tournament

July 2025

  • July 12: Townsend Eagles Day Ride
  • July 26: Pickleball Outing
  • July 27: Triggers Outing
  • July 29: Q3 Webinar

August 2025

  • August 1: All Client Celebration at Prost Biergarten
  • August 17: Triggers Outing
  • August 21: Cyber Security at the Denver Aquarium

September 2025

  • September 16: Retirement Coaching Webinar
  • September 21: Triggers Outing
  • September 23: Sew & Sews Meeting
  • September 26: Townsend Eagles Day Ride

October 2025

  • October 11: Pickleball Outing
  • October 16: Retirement Presentation at Denver Aquarium
  • October 21: Q4 Webinar
  • October 21: Sew & Sews Meeting
  • October 26: Triggers Outing & Final Lunch

*Event dates are subject to change. Townsend will alert clients if this happens.

Past Events

In 2022, we celebrated our clients at Acreage in Lafayette.

Latest Newsletter

  • Summer 2025 Newsletter
    In this issue, Jeff writes about ensuring a lifetime income, Sallie provides information on the Death Tax Repeal Act of 2025, and John explains why caution in stocks remains warranted.

Market Commentary

  • A Stoic’s Approach to Market Turmoil: Spring 2025
    Significant re-positioning has taken place in investment, commodity and currency markets since the inauguration in reaction to the return of Donald Trump and his subsequent policy pronouncements. In this piece, I will try to summarize what I see and potential outcomes of these policies and how they might impact investors.