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 Fall 2020 newsletter
With the elections just around the corner, Jeff Townsend shares how we continue to align with our investment strategy and push ahead through volatility. A little more content shared than normal, be sure to read the commentary as it also addresses some statistics on how the pandemic has impacted the markets. Unfortunately our newsworthy section is highlighting many areas related to the COVID-19 virus – did you know the demand for paper towels has increased 25% in the United States? 2020 is proving to be truly unpredictable!
Next, we touch on estate planning. If you’re considering a trust as the cornerstone document for your estate plan, you’ll most likely be named as the primary trustee and will appoint a successor trustee to act when you are no longer able. Our Estate Planning Specialist, Sallie Diamond shares the advantages of having a successor trustee and the disadvantages to an individual trustee – read through pages 4-5 and reach out should you have any questions: Sallie@TownsendRetirement.com
Welcome back, Corinne Wytuka! After a couple years away from Townsend, we we’re thrilled to welcome her back to the team, leading the Client Relations Department.
As always, Cayle Townsend provides us with some fun things to try while navigating the pandemic – for instance, sandy beaches! Here in CO! Head over to Caylee’s Connections on page 7 and find something that interests you!
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.