Townsend Asset Management Corp.

08/28/2026

Missed our live webinar on Section 530A “Trump Accounts”?

You can now watch the recording of our discussion on this new tax-advantaged savings vehicle for children created under the One Big Beautiful Bill Act.
Presented by Caleb Griffith, CFP®, we cover how Trump Accounts work, who qualifies, contribution rules, and how they may fit alongside 529 plans and other family savings strategies. Contact our office at (919) 782-9689 or email us at [email protected].

Please join Caleb Griffith, CFP® for a live webinar introducing the...

08/27/2026

Join us for our Zoom webinar tomorrow at 1:00 PM! This educational session will help you understand the new rules and determine whether a Trump Account may be worth considering for your family. We hope you’ll join us! Register here.
https://us02web.zoom.us/webinar/register/WN_11pHJkg3T7-jtwq4OoOCew

This will be an educational session designed to help you understand the new rules and determine whether a Trump Account may be worth considering for your family.

08/26/2026

Watch our next Townsend University event tomorrow! 🎓
Join us Thursday, August 27, at 1:00 PM for “Understanding Trump Accounts” Caleb Griffith CFP®.
Learn how Section 530A Trump Accounts work, who may benefit, and key considerations to know.
Register and learn more at assetmgr.com/events
We hope you’ll join us!

08/26/2026

Watch our next Townsend University event tomorrow! 🎓

Join us Thursday, August 27, at 1:00 PM for “Understanding Trump Accounts” with Caleb Griffith CFP®

Learn how Section 530A Trump Accounts work, who may benefit, and key considerations to know.

Register and learn more at assetmgr.com/events

We hope you’ll join us!

02/26/2026

https://www.northcarolinawealthmanagers.com/events

Where Financial Insight Meets Personal Connection Our events bring people together to learn, share, and connect. Whether designed for clients, professional partners, or the wider community, each gathering reflects our commitment to thoughtful guidance and meaningful relationships. From educational f...

09/22/2025

See Townsend on CBS17!

Gerald Townsend, founder of Townsend Asset Management, shares insights on navigating today’s financial environment and why thoughtful planning matters. In this CBS17 feature, he highlights the importance of clarity, confidence, and long-term vision in building financial security.

08/25/2025

https://www.assetmgr.com/blog-01/why-your-brain-sabotages-your-investment-plan-no-matter-what-market-does

The Dow crosses 45,000. Your brain whispers: "This has to be the top."The market drops 15%. Your brain screams: "Get out before it gets worse!"Different scenarios. Same result: your brain hijacking your long-term investment strategy.If you've ever felt paralyzed by market highs or panicked during ma...

08/06/2025

✨ You're invited! ✨
Join us tomorrow at 4:00 PM EST for a lively and informative Zoom panel discussion on the ONE BIG BEAUTIFUL BILL ACT.

🎙️ Featuring expert insights from Arne Morris, CPA/PFS and Caleb Griffith, CFP®

🔗 Register here to join the conversation:
https://us02web.zoom.us/webinar/register/WN_ucJrgALITJG6EqX1KEmDMg

Don't miss it!

Welcome! You are invited to join a webinar: One Big Beautiful Bill Seminar. After registering, you will receive a confirmation email about joining the webinar.

07/21/2025

: https://www.assetmgr.com/blog-01/why-patience-beats-perfection-long-term-investors-guide-market-timing

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.”1All-time highs have an interesting effect on investor be...

06/09/2025

https://www.assetmgr.com/blog-01/new-face-fraud-how-ai-changing-scam-game

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable,...