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 2019 Newsletter — the heat is on!
In the Quarterly Commentary section you can read Jeff’s stance on why we will most likely experience continued volatility and the importance of staying on course.
Are you looking for volunteer opportunities or summer activities you can be involved with through Townsend? Then make sure to look at the Summer Client Events section. (Page 2)
You can get to know one of your newest members to the Townsend Team, Financial Planner Derek Cheshire in this quarter’s newsletter in the Employee Spotlight section. (Page 3)
Have you planned your legacy? Legacy planning is a multi-generational approach to estate planning. Learn more about it in an article written by Sallie Diamond, Townsend’s Estate Planning Specialist on pages 4-5.
See what Townsend clients have been up to in our Townsend Client Corner! (Page 6)
Get “in the know” and find fun afternoon activities in our Cayle’s Connection portion of this summer’s newsletter. (Page 7)
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.