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 2018 Newsletter
Happy Spring! In the Townsend 2018 Spring Newsletter Jeff Townsend discusses the market activity and congratulates clients for not panicking during the recent decline.
Tax Cuts and Jobs Act of 2017. You can read about the changes believed to have the greatest impact on individuals for 2018 following the new law.
Looking for what’s happening at Townsend? You can find information regarding all Townsend client and social events that are coming up this spring! Presentations, Ladies Golf Clinics, Screaming Eagles Rides and more!
In our Townsend Employee Spotlight section you will be able to get to know Financial Advisor, Steve Carlisle. Steve has been a wonderful asset to the Townsend Team since August 2016!
Townsend clients started the year off on the right foot … right dancing foot that is! Clients also ventured to Estes Park to enjoy the fresh mountain air while snowshoeing. You can see all the fun that has been going on in our Townsend Client Corner!
Cayle’s Connection has a fresh new look, make sure to check out the latest version with fun facts and much more!
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.