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

Stocks were volatile in May, likely a reflection of strength in the U.S. economy as well as concerns about inflation and the timing of when the Federal Reserve might begin to taper its accommodative policies.

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Recommended Reading

Can You Fund Your Retirement? In January 2021, more than seven out of 10 workers were very or somewhat confident that they would have enough money to live comfortably throughout their retirement years. 

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Timely Information

Unexpected Surge in Renovation Projects. Home-improvement spending normally lags during recessions, but COVID-19 sparked an unexpected surge in do-it-yourself renovation and maintenance projects. 

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Quarterly Market Review

The second quarter began with stocks making solid gains in April. COVID vaccines became available to more Americans. 

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