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.

 
 

Market Commentary

Monthly Newsletter


June 2017 - When it comes to your finances, you might easily overlook some of the numbers that really count.Here are four to pay attention to now that might really matter in
the future.

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Quarterly Market Update


April - June 2017- The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong foreign economic advances.

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Market Commentary

Timely Information

 

Reasons for your Policy ReviewClient Alert

 

 

How much do you spend on Taxes? 

Client Alert