Townsend sends out quarterly newsletters covering many aspects of financial planning. These newsletters provide wealth management and retirement planning information and are available free of charge to both current and prospective clients. The newsletters include a market commentary, the relative strength of the market, financial articles with additional newsworthy items, an article related to the financial industry and retirement planning, and Cayle’s Connections, a local activity- and event-based update.
Townsend Summer 2021 newsletter
Any guesses on the number job openings in the United States within the past couple months? Check out newsworthy items to find out. The total of new job openings are more than 8 million which is the highest number recorded in history.
A Holistic Approach to Legacy Planning? Sounds like an odd statement to make as a retirement planning firm – Dive into this article written by our Legacy Planner, Sallie Diamond as she shares how Legacy Planning focuses on the values behind the distribution of your wealth rather than how much money you leave for a loved one.
After 15 months in a remote setting, we are fully back in the office operating as one cohesive team. You’ll find this newsletter jam packed with photos capturing all the virtual events and small social gatherings supporting the community. We feel fortunate to have had the Zoom platform to carry us through that isolated season of life. Don’t miss the list of our upcoming summer/fall events as we begin to phase back into live in-person events! Although we had to say goodbye to our adored administrative assistant, Annette Gomer, let’s not forget how much the Townsend family grew with all the babies! Our dear colleagues welcomed 7 new little ones over the past year – we wish them all the best in these big life transitions.
Finally, the favorite column – Cayle’s Connections. Now that we are freely living again, there are SO many places to explore and enjoy! Lots of outdoor fun to be had this summer – check out the different zip lines and adventure parks in this issue. Activities for everyone to experience.
Townsend Spring 2021 newsletter
Moving into the Newsworthy section, some good nuggets in there. According to the department of Labor, many American employers have recovered from last year’s collapse, as of 2/28/21 they have hired back 67% of the 25.4 million jobs that were lost last year during the two months of March – April 2020. Pretty strong comeback. For more relevant items, check out these columns on page 2.
As always, we continue to introduce Legacy Planning. We feel it’s crucial to incorporate into all retirement plans and t’s never too early to have the conversations. Our Legacy Planner, Sallie Diamond shares a few tips on how create a dialogue around your estate and future plans. Read this article to help avoid surprises and mysteries surrounding inheritances.
Sharing all the gratitude for the community as over $40,000 was generously donated to The Tunnel to Towers Foundation to aid in paying off Officer Eric Talley’s mortgage. You have once again left us feeling both encouraged and humbled, fueled to do more good within our communities. Easter is a significant celebration for many, however it felt a little more beautiful this year knowing that Officer Eric Talley’s wife and 7 children will have the stress of a mortgage removed from this ever heavy situation.
Although in person events are still paused, we’re getting creative! Connecting virtually is still pretty neat – check out all the fun were having on page 6. And of course, don’t pass up on all the new adventures and secret gems to explore in Cayle’s Connections. Share your favorites with us!
Important Disclosure Information
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Townsend & Associates, Inc. (“Townsend”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Townsend. Please remember to contact Townsend, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Townsend is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Townsend’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.