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.