Gerald's Articles

Gerald Townsend provides answers to provocative questions about the role of financial advisors today.

A planned and well-thought-out family meeting can positively impact multiple generations of a family – conveying information on family history and values

Strategies for locating extra funds in your household.

Thematic equity strategies invest in companies whose products or services are underpinned by powerful forces of change we call megatrends. These megatrends are

Practical steps you can take to reduce risk.

Here are some updates and changes regarding tax filings, IRA contributions and distributions, as well as help for individuals and small businesses during this

Gerald Townsend shares his thoughts on the coronavirus and the markets.

Learn how The SECURE Act will affect your retirement planning.

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

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