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Blog

Townsend Asset Management Corp. | Nov 18, 2019

Seven Planned Giving Options For You To Consider

Charitable Giving

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of.  The following are just a few of the ways

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Bonnie Mole | Nov 14, 2019

The Conductor and the Communicator: Client Spotlight on Al & Kathy Sturgis

Client Spotlight
Bonnie’s Articles

We appreciate the wide variety of backgrounds, experiences, talents and interests of our clients, and from time to time we enjoy sharing their stories with you

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Bonnie Mole | Nov 14, 2019

Renaissance Couple: Client Spotlight on Keith Burridge and Pat Saling

Client Spotlight
Bonnie’s Articles

We appreciate Keith Burridge and Pat Salingthe wide variety of backgrounds, experiences, talents and interests of our clients and thought it would be fun to

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Bonnie Mole | Nov 14, 2019

Contributing to our Community of Veterans: Client Spotlight Shines on the Hartleys, McCombs, Blues, and Beairds

Client Spotlight
Bonnie’s Articles
We appreciate the wide variety of backgrounds, experiences, talents and interests of our clients, and from time to time we enjoy sharing their stories with you
Read More
Bonnie Mole | Nov 14, 2019

Bridging the Digital Divide: Client Spotlight on Kramden Institute

Client Spotlight
Bonnie’s Articles
We appreciate the wide variety of backgrounds, experiences, talents and interests of our clients and like to periodically share their stories with others. We
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Bonnie Mole | Nov 14, 2019

Schwab's New IRA Checkwriting Feature - An easy way to make charitable contributions from your IRA.

Charitable Giving
IRA
Taxes
Bonnie’s Articles

An element of the new tax law that went into effect the beginning of 2018 is the increase of standard deductions for both single and joint filers.  Although

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Caleb Griffith | Nov 14, 2019

Student Loans - The Basics

Student Loans
Caleb’s Articles

Student loans have been a hot topic in the last few years.  Recent headlines have compared the rapid increase in student loans with the subprime mortgage crisis

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Caleb Griffith | Nov 14, 2019

Finding your Financial "Happy Zone"

Financial Strategies
Caleb’s Articles

I started playing baseball as a young child and competed through 2 years of college.  My baseball career brought me not only great joy, but also taught me some

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Gerald A. Townsend | Nov 14, 2019

Which Account to Spend First?

IRA
Retirement Planning
Gerald's Articles

Many people saving for retirement end up with a variety of savings or investment accounts:  regular personal (non-retirement) accounts; employer pre-tax

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Gerald A. Townsend | Nov 14, 2019

The Four Letter Word ..... Risk

Risk Management
Gerald's Articles

In financial and investment planning, that four-letter word, "risk," is something we constantly grapple with. Following the too-calm markets of 2017, the return

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Gerald A. Townsend | Nov 14, 2019

China Reflections - May 7, 2017

Travel
Gerald's Articles
My wife and I just returned from a family trip to China - our ninth trip over the past 40 years. This trip was especially meaningful, as we were joined by our
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Gerald A. Townsend | Nov 14, 2019

Yield Curves & Recessions

Bonds
Interest Rates
Gerald's Articles
Recently, the headline news was about the U.S. yield curve “inverting,” and what this might mean for the economy and markets.Inverted Yield Curve
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Phone: (919) 782-9689
Fax: (919) 783-0226
Email: Advisor@AssetMgr.com

3110 Edwards Mill Road, Suite 150

Raleigh, NC  27612

 
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Townsend Asset Management Corp. provides the information on this website as a service to its clients and the public. While the information on this site deals with financial issues, it does not constitute financial advice. We encourage you to seek assistance from a CERTIFIED FINANCIAL PLANNERTM in order to assist you with any financial planning.  If you have specific questions related to information available on this site, please contact us.

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