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News Posted In: July 2008

Welcome Terry Townson to Marlatt

Marlatt is pleased to welcome Terry Townson, CFP as our Risk Management professional. Terry brings with her a wealth of information and expertise. Her financial services career began in 1986 when she joined her father Bud Townson of Townson & Co. After many years of sales and education on both the money and insurance side, Terry became the president of Townson & Co. in 2001 as well as achieving the prestigious designation of the Certified Financial Planner in 2003. Terry will be working with our clients in all areas of risk management (life, critical illness, long term care etc.) as well as financial planning.

July 17, 2008

Mid-year financial markets update

As a result of the high levels of market volatility we have seen so far this year, you may be finding it difficult to remain focused on your long-term investment goals. In the attached letter we are providing a brief update on the recent performance of the financial markets. Brief_update_financial_markets_performance.doc

July 08, 2008

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