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.
Spring 2019 Newsletter
Spring has sprung! In the Townsend 2019 Spring Newsletter Jeff talks about how we have seen a full recovery of the “Christmas massacre” and how we are ahead of where we were a year ago. Make sure to check out our client and social club events section to find out what we have happening at Townsend this spring. (Page 2) We are happy to feature Annette Gomer, our Administrative Assistant in this quarter’s newsletter in the Employee’s Spotlight section. (Page 3) Will your life insurance policy lapse before you do? Learn more by reading our article on pages 4-5. Check out what Townsend clients were up to this winter in our Townsend Client Corner portion where we feature pictures from a few fun events! Looking for fun afternoon activities to do this spring? Then you will want to read Cayle’s Connection for this and much more! (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.