COVID-19 Update: Wealth Management
This unprecedented time in history may have caused uncertainty that extends beyond the current health crisis, especially when it comes to your future financial planning and investments. Our financial advisors at Wealth Management by CommunityAmerica are here to help with updates on CARES Act and advice on managing your money in this turbulent economy.
Your Investment Accounts
If you have a 401(k), IRA, or other investment portfolio, you may have noticed some recent fluctuations in your accounts. Markets like this could prompt a change in how you feel about your money or drive a strategic change in planning. But, in most cases, the rise and fall in the value of your accounts is a natural occurrence along the path to reaching your financial goals.
Get In Touch with a Financial Advisor
If you have questions about the economy, financial markets, or your investment accounts, please don't hesitate to reach out to our Wealth Management by CommunityAmerica financial advisors. We remain available by phone, email, and can even still chat face-to-face, thanks to technology. Our team is here to look at your unique situation and do whatever we can to help bring you financial peace of mind.
About the data: Small stocks in this example are represented by the Ibbotson® Small Company Stock Index. Large stocks are represented by the Ibbotson® Large Company Stock Index. Government bonds are represented by the 20-year U.S. government bond, Treasury bills by the 30-day U.S. Treasury bill, and inflation by the Consumer Price Index. Underlying data is from the Stocks, Bonds, Bills, and Inflation® (SBBI®) Yearbook, by Roger G. Ibbotson and Rex Sinquefield, updated annually. An investment cannot be made directly in an index.