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Blog

Scams and Fraud
Townsend Asset Management Corp. | Sep 9, 2021

Signs of a Scam and How to Resist It

Scams & Fraud
Here are four common practices that may help you identify a scam and avoid becoming a victim.
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Bonnie Mole | Sep 2, 2021

Bluebird Advocate: Dr. Bill Zitek Shines in our Client Spotlight

Client Spotlight
Bonnie’s Articles
Dr. Bill Zitek, as Co-President of the North Carolina Bluebird Society, continues his lifelong effort of working to preserve habitats and rebuild bluebird
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Life Insurance Beneficiaries
Townsend Asset Management Corp. | Aug 26, 2021

Avoid these Life Insurance Beneficiary Pitfalls

Life Insurance
Beneficiaries
It's wise to periodically review the beneficiaries of your life insurance policies and other accounts to ensure you avoid these mistakes.
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Townsend Asset Management Corp. | Aug 17, 2021

Company Stock and Your Retirement Strategy

Retirement Planning
Company Stock Ownership
NUA - Net Unrealized Appreciation
The opportunity to acquire company stock can be a lucrative employee benefit, but there are some factors to take into consideration.
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Inheritance
Townsend Asset Management Corp. | Aug 10, 2021

Six Tips for Managing an Inheritance

Inheritance
Estate Planning
Check out these useful tips to make the most out of receiving an inheritance.
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International Investing
Townsend Asset Management Corp. | Jul 14, 2021

International Investing: Opportunity Overseas?

Investing globally provides access to growth opportunities outside the United States, while also helping to diversify your portfolio.
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Gerald A. Townsend | Jul 8, 2021

People Need Us for a Variety of Reasons..... Gerald Townsend's Interview in AICPA's "Journal of Accountancy®"

Financial Planning
Investing
Market Volatility
Gerald's Articles
Gerald Townsend provides answers to provocative questions about the role of financial advisors today.
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corporate bonds
Townsend Asset Management Corp. | Jun 22, 2021

Corporate Debt: Are Juicier Yields Worth the Extra Risk?

Investing
Corporate Bonds
Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they
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Family multi-generational meeting
Gerald A. Townsend | Jun 10, 2021

Family Meetings

Family
Estate Planning
Financial Planning
Gerald's Articles
A planned and well-thought-out family meeting can positively impact multiple generations of a family – conveying information on family history and values
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Townsend Asset Management Corp. | Jun 4, 2021

Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

IRA Rollover
401(k)
If you lose a job, switch employers, or step into retirement, consider rolling your retirement plan savings into an IRA. Here are some pros and cons.
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Townsend Asset Management Corp. | May 20, 2021

Considerations When Making Gifts to Children

Gift Transfers
Income Tax
If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your
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Man sitting at a long table in front of a window. He is looking at his phone.
Townsend Asset Management Corp. | May 12, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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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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