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


November 2017 - A will is often the cornerstone of an estate plan. Here are five things you can do with a
will.

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Quarterly Market Update


July - September 2017- Trading during the summer months is customarily slow, and the summer of 2017 proved no different. July kicked off the third quarter with equity markets enjoying noteworthy gains over their June closing values. Both the Dow (2.54%) and S&P 500 (1.93%) posted significant gains, as did the Global Dow (3.13%). The Nasdaq posted a very favorable 3.38% monthly increase.

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Market Commentary

Timely Information

 

Ten Year-End Tax Tips for 2017

Ten-Year-End-Tax-Tips-for-2017.jpg

 

 

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