Gerald Townsend provides answers to provocative questions about the role of financial advisors today.
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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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Strategies for locating extra funds in your household.
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Thematic equity strategies invest in companies whose products or services are underpinned by powerful forces of change we call megatrends. These megatrends are
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Practical steps you can take to reduce risk.
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Here are some updates and changes regarding tax filings, IRA contributions and distributions, as well as help for individuals and small businesses during this
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Gerald Townsend shares his thoughts on the coronavirus and the markets.
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Learn how The SECURE Act will affect your retirement planning.
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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
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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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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