×
CBTC
Official App
Free – Google Play
Get it
Log In
 

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 second quarter of the year can be called a lot of things, but boring isn't one of them. The potential for a trade war between the United States and China heated up in April as China responded to the threat of U.S. tariffs on Chinese imports by warning of the same magnitude of tariffs on American exports.


As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?

Recommended Reading 

Life Insurance at Various Stages

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your need for life insurance may decrease. Let's look at how your life insurance needs change throughout your lifetime.

 Download Newsletter >

Life Insurance: Do You Need It? 

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you need life insurance depends on your personal and financial circumstances.

  Download Newsletter >

Life Insurance Needs Calculator

This calculator is designed to quickly estimate the amount of life insurance protection you should consider having in place to meet survivor needs. Simply enter an amount for each category listed, then click the Calculate button to obtain the results.     

  Download Newsletter >

Life Insurance Basics

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose (your beneficiary) upon your death, in exchange for your premium payments. Proper life insurance coverage should provide you with peace of mind, since you know that those you care about will be financially protected after you die. 

 Download Newsletter >

 

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