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529 Plan Update: 2026 Edition
Recent updates to 529 plans have broadened their benefits and flexibility. Learn how new legislation may create additional tax-efficient education planning opportunities for families.
Giving With Intention: Tax-Smart Ways to Support Family and Charity
Gifting doesn’t have to be a year-end scramble. In this video, Parker G. Trasborg, CFP® and David D. Greene, CFP® walk through tax-smart ways to support family and charities while planning intentionally for 2026.
CJM Wealth Advisers Recognized Among Washingtonian Magazine’s 2026 Top Financial Advisors
We are proud to announce that Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2026.
Tax Time FAQs 2026
Here are some helpful links and dates for the 2025 tax year as well as answers to some frequently asked questions.
CJM Video Market Update: January 2026
Parker G. Trasborg, CFP® (Senior Vice President), Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director), and Jessica R. Ness, CFP® (Senior Vice President), review 2025 market performance and discuss volatility, earnings growth, and expectations for investors heading into 2026.
More Than Money 2025
At CJM, we are More Than Money. See what the CJM team has been up to in 2025!
Maximize Your Savings: IRS Releases 2026 Retirement Contribution Limits
Retirement savings are getting a boost in 2026. See what’s changing with 401(k)s, IRAs, and HSAs and how these updates can help you plan ahead.
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Proin eu varius felis. Pellentesque hendrerit elit ornare, ultricies ante eu, vestibulum dui. Quisque venenatis sollicitudin felis eget dictum. Aliquam tincidunt felis orci, ut malesuada ligula malesuada in. Integer lacinia nulla eget nunc lacinia, ac rhoncus velit molestie. Donec sit amet fringilla enim. Nulla facilisi. In hac habitasse platea dictumst. Ut non pulvinar nibh, id maximus velit.
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