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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


February 2018 - Money is power. A
fool and his money are soon parted. A penny saved is a penny earned.
Money is the root of all evil. Do any of these expressions ring true for you?

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Annual Market Review 


The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to
repeal the Affordable Care Act, known as Obamacare. However, the new year-end tax law included the
elimination of the individual health insurance mandate. The U.S. economy started slowly but picked up steam as the year progressed. Ten years after its onset, the financial crisis officially came to an end in
2017.

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Timely Information  

 

Tax Cuts and Jobs Act: Impact on Individuals

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5
trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that apply to individuals) will expire in eight years. Some of the major changes included in the legislation that affect individuals are summarized below; unless otherwise noted, the provisions are effective for tax years 2018 through 2025. 

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