Townsend Newsletter

Townsend Newsletter

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.

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Townsend Summer 2020 newsletter

What a crazy ride this past quarter has been. Be sure to read through Jeff Townsend’s commentary on the recovery on the market since the initial shock of the pandemic hit. Interested in QTR2 and what we expect GDP to look like based of the recent economic shut down?- Read through page 3. We have several statistics being shared in the Newsworthy Items section on this edition, from US companies, to taxes, education and babies – it’s all there for you to enjoy! The pandemic has many of us pivoting and we sure do miss hosting live events and connecting in person with clients – COVID19 has forced us to get creative! We will be hosting our “Fill-A-Backpack” event virtually this year – check out page 3 for details and be sure to keep an eye out for the invitation here in a couple weeks. We are looking forward to furthering our efforts in supporting communities during these turbulent times! Our Estate Planning Specialist writes a great article for you on Estate Planning for Blended Families — did you know that the predominant family in the United States is blended? If you fall into this category, but sure to read through the importance of planning and connect with Sallie should you have any questions. As always, Cayle Townsend has shared some of her favorite things to do – some of these are even great to do while abiding the rules of social distancing. Lots of time to get out and explore the great outdoors – our Screaming Eagles Motorcycle Club took a beautiful scenic ride to Sedona, AZ, we shared a few photos in the client corner! We hope you enjoy this summer issue and that you continue to stay healthy and mindful in this challenging season. Together we will make it through | Stay Strong!

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.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

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