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We provide independent advice. We work with you, face to face, to figure out what you want and how you can get there. The comprehensive platform we offer means there are options for investors of all types – individuals, businesses, foundations. You know where your money is, where it’s going, and why. We treat your money the way it deserves to be treated.
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From our blog
What Should You Do if You Are a Victim of Tax Identity Theft?
When it comes to filing your tax return, you put in the time and effort to complete every form accurately and according to the instructions. But even if you do everything by the book, a tax identity thief may still file a fraudulent return in your name. Unfortunately,...
read moreMarket Thoughts for April 2018
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for March. Last month, both U.S. and international markets saw losses. It was the second down month in a row, something we haven't seen in a while. This was due, in part, to markets becoming...
read moreMortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act
With its passage in December 2017, the Tax Cuts and Jobs Act (TCJA) changed the deductions for interest on mortgage and home equity loans. On February 21, 2018, the Internal Revenue Service (IRS) provided clarification on how the TCJA will be applied to mortgage and...
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This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.
