Community Wealth Advisors

Community Wealth Advisors Community Wealth Advisors - Personal Relationships and Professional Investment Advice and Services

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Community Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
09/01/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/31/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

The average annual S&P 500 return since 1926 is 10.49%. But that doesn't mean that the index returns 10% each year. Yo...
08/26/2026

The average annual S&P 500 return since 1926 is 10.49%. But that doesn't mean that the index returns 10% each year. You might be surprised to see that there are only 6 times that returns were between 8-12%. Click to see the other 90+ years. Are you surprised?

hartfordfunds.com

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as y...
08/24/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/aFtirH

Historically, stocks have provided opportunities for growth over longer time periods. A long-term investment approach ma...
08/18/2026

Historically, stocks have provided opportunities for growth over longer time periods. A long-term investment approach may help investors participate in market returns over time.
https://www.raymondjamesconnect.com/ahIjwF

Even Warren Buffet was once a first-time investor. If it's your own rookie season in the markets, here are six principle...
08/10/2026

Even Warren Buffet was once a first-time investor. If it's your own rookie season in the markets, here are six principles to help build your fundamentals:

raymondjames.com

Learn about factors beyond the break even point when claiming your social security benefit.
08/07/2026

Learn about factors beyond the break even point when claiming your social security benefit.

hartfordfunds.com

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared fo...
08/05/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/04/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

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109 N Ballard Avenue
Wylie, TX
75098

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+19725218282

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