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.
Summer 2018 Newsletter
In our 2018 Summer Newsletter, Jeff Townsend discusses how the stock market is near its record high and goes over how you shouldn’t let the idea of future recession scare you. As anticipated, summer events at Townsend are in full swing! Check out our client and social club events on page 2! In addition to all the summer events, don’t miss out on the educational presentations – Interested in attending Augusts? Read Succession Planning for Your Life’s Treasured Memories – you’ll learn all about how to prepare for your ever-growing collection of family history and memorabilia. From here, you can call our office and sign up for Denna’s presentation – Genealogy Part 2.
Thank you to everyone that supported our hurricane relief effort in fall 2017! Please read how your efforts helped make a difference!
See all the fun our clients have been having in our Townsend Client Corner! We feature pictures from Patsy Cline’s show at Boulder’s Dinner Theater, horseback riding in Estes Park, Townsend Rollin’ Oldies trip to South Dakota and much more!
And as always, don’t miss out on Cayles Connections on page 7 where Cayle Townsend talks about fun places to visit this summer along with activities to take part in!
From all of us at Townsend, we wish you a fun, safe and cool summer.
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.