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.
Winter 2018 Newsletter
Happy New Year! In the Townsend 2018 Winter Newsletter Jeff Townsend highlights how 2017 was a positive year for our clients. You can read all about it in his Quarterly Market Commentary.
New Year, New You? We hope that improving your financial health is important to you in 2018! We have helpful financial tips for you to start the new year off in the right direction! The article Improving Your Financial Health by Jeff Townsend will provide guidance to do just that!
As always you will find information regarding all client and social events that are coming up. Make sure to keep your eyes open for new dance classes we are offering in February! We’re sure to dance up some fun!! We are also excited to feature one of the newest members to the Townsend Team, Marie Hunt in our Employee Spotlight Section.
Townsend clients ended the year clay shooting and volunteering for a good cause, see what they were up to in our Townsend Client Corner! In addition to Cayle’s Connection that keeps you informed on what’s happening around The Denver Metro Area you will find a tasty recipe for some Spiced Apple Cider.
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.