Townsend sends out quarterly newsletters covering many aspects of financial planning. These newsletters provide investment management and retirement planning information as well as estate and legacy planning advice.
The newsletter is 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.
Latest Newsletters
- Summer 2025 NewsletterIn this issue, Jeff writes about ensuring a lifetime income, Sallie provides information on the Death Tax Repeal Act of 2025, and John explains why caution in stocks remains warranted.
- Spring 2025 NewsletterIn this issue, Jeff writes about the growing trend of earlier retirement, Sallie offers a primer on legacy planning, and John summarizes the potential outcomes of White House policies.
- Winter 2025 NewsletterIn this issue, Jeff writes about designing a path to retirement security, Sallie addresses gifting collections and memorabilia in your estate planning, and John looks ahead as Trump prepares to take office.