You have worked hard to attain your wealth. We work just as hard to protect it and help it grow. When you work with Community Wealth Advisors, you get more than investment vehicles. You get our wisdom and undivided attention. Our advisors know that to understand your financial goals, we have to get to know you. And that’s just what we do.

Investing Basics

To keep your investment funds growing, consider these principles.

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Planning for Social Security

Community Wealth Advisors can help you make a decision.

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Estate Planning

Personal finances or for business succession, we have solutions ≥ .

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Reaching Retirement

We can help you move forward confidently.

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Market Month

The positive run for stocks continued in August as the major market indexes regularly reached all-time highs. While investors remained bullish toward equities, it wasn't always clear why.

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Recommended Reading

Student Loan Relief Extended Through End of Year. In August, the president signed a memorandum to extend federal student relief through December 31, 2020. 

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Timely Information

The Bull is Back...Will it Keep Charging? On August 18,2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. 

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Quarterly Market Review

Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were
encouraged by the expectation of additional government stimulus programs and hope that the economy would be reopening soon. 

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