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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Life Insurance

Why choose life insurance? Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs.

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Recommended Reading

1. To Spend or Not to Spend? 2. Women Face Challenges in a Post-Pandemic World. 3. Is a High-Deductible Health Plan Right for You? 4. Net Price Calculators Help Gauge College Affordability. 

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Timely Information

1. Record Consumer Complaints in 2020. 2. Company Stock and Your Retirement Strategy. 3. Following the Inflation Debate. 4. Usage-Based Auto Insurance Might Provide Savings. 

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Quarterly Market Review

Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain.

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