Townsend Newsletter
Townsend sends out quarterly newsletters covering many aspects of financial planning. These newsletters provide investment 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 Spring 2023 Newsletter
The market continues to be unpredictable as the Federal Reserve tries to tame inflation. Townsend advisors know there are anxieties surrounding client accounts, which is why Jeff Townsend is very consistent in his communications. Hopefully, his market commentary helps guide you through the current market. In this column he addresses inflation, the effects of the Fed’s monetary policy and selling during a market decline.
The Newsworthy section is always a fun quick read to keep you in the loop on all quick retirement related facts – home sales and continuing care retirement communities and some trivia on babysitting rates in 2023. It’s a fun little blurb that leaves you with some good takeaways.
As you know, Savanna Brown and Megan Gordon both joined Townsend toward the end of 2022. Making up the Events & Communications team, they are excited to work together to bring Townsend clients the events they’ve grown fond of as well as expand the event programming.
Sallie Diamond wrote an article explaining the benefits of estate planning now before it is necessary to avoid a stressful situation. This is a great read to prep you for her Legacy Planning presentation on May 4th where she’ll dive deeper into estate and legacy planning.
Be sure to check out Cayle’s Connections. She just had a knee replacement, and she shares spring adventures she can’t wait to enjoy with her grandson Eli once she heals. She shares an adventure park recommendation along with an indoor playground and a restaurant. Let us know which adventures you do. We would love to see photos!
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.
