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 Winter 2021 newsletter
Jeff applauds clients for taking our advice and riding through the turbulent times of 2020 – through the ups and downs of the market, we were in it for the long-run! Moving into the coming months, Jeff takes a moment to remind us that should there be a need for any corrections, that we should see it as normal and a great opportunity.
How has the pandemic impacted retail? Living spaces? Or event travel? The Newsworthy Items section is a quick read of recent interesting facts. Did you know: 4,592,989 passengers went through TSA at US airports on Wednesday before Thanksgiving through the Sunday after Thanksgiving. Exactly 8 months earlier, March 25th through March 29th just 1,006,765 passengers went through TSA screening at US airports. WOW!
Cheers to Tiffany Brown – 13 years with Townsend. Hopefully you’ve been able to connect with her over the years, if not get to learn a little bit about her in this quarter’s newsletter.
We continue to focus on the importance of Legacy Planning – therefore, please read this quarter’s article on asset titling. Our legacy planner, Sallie Diamond, walks you through individual titling, joint tenancy, tenants-in-common, transfer-on-death, payable-on-death, revocable living trusts and beneficiary designations. Read through this article to learn the best way to ensure your assets are properly titled. Should you have any questions, don’t hesitate sending an email to Sallie@TownsendRetirement.com
Our holiday toy drive quadrupled from years past, bringing joy to hundreds of less fortunate children. In addition, clients generously contributed $18,118.60 to our Red Kettle, benefiting The Salvation Army (when matched by Townsend, $40,000 total was donated). We were deeply moved by your generosity. It’s profound the impact made when as a community, we harness love and selflessness. Thank you for showing up in a fight-or-flight year, you make this a world a richer place.
And … even though social interactions are still limited – Cayle Townsend shares new adventures and secret gems to explore. Go find them in her section and let us know what you think.
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.