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Resources for Wealth Management

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

The third quarter proved to be very strong for domestic stocks. July saw the major benchmark indexes listed here enjoy robust gains, led by the large caps of the Dow and S&P 500. Global stocks also rebounded in July, with the Global Dow surging 3.76% by the end of July. Favorable economic indicators and encouraging corporate earnings reports were enough to quell investor concerns over the continuing saga that is the back-and-forth trade tariffs between the United States and China.

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant so you don't end up becoming the victim of a fraudulent tax scheme.

Recommended Reading 

Take Charge of Wealth & Health in your 30's - 40's

We all have to do a little wealth + health maintenance from time to time. We keep an eye on our weight, our credit card balance, our grocery bill; we consider what the holidays may have done to our eating habits, savings account, and exercise routine; and we do our best to make it in for our annual checkup. But within the confines of busy modern life, even a little maintenance can get overwhelming. How can we know we’re doing the right thing at the right time? Truth is, it’s doubtful anyone is ever able to get ALL their ducks in a row. But hopefully this article can help you get started.

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Own Your Wealth & Health in your 50's - 60's

As we age, some considerations for our wealth + health become more important than others. We hope you’ll find this wealth + health article useful in supporting your bank account and your body during each decade from 50s to 60s and beyond

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Timely Information


Bringing your Life and Financial Plan Together

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Cost of Healthcare in Retirement Calculator 

This calculator will estimate the cost of health care for your first year of retirement and the present value of all your future health-care costs as of the start of retirement.     

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TEAM APPROACH • SOLUTIONS • LOCAL DECISIONS • COMPREHENSIVE SERVICES • PERSONAL TOUCH • CUSTOMIZATION