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


April 2017 - The IRS expects that more than 70% of taxpayers wil receive a refund in 2017. What do you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable. 

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Quarterly Market Update


January-March 2017- Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the quarter.

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Market Commentary

Timely Information

 

Tax Freedom Day 

Client Alert

 

 

How much do you spend on Taxes? 

Client Alert