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CJM Video Market Update: April 2024
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the first quarter of 2024 and expectations of what to try to expect from the Fed for the rest of the year.
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia. Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country. Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.
This Election Year, Follow an Independent Investment Strategy
Learn why maintaining an independent investment strategy, regardless of political affiliations, proves essential for long-term financial success amidst election year uncertainties in Kevin E. Donovan, CFA's insightful analysis.
Maximizing Your Health and Wealth: Health Savings Accounts
Discover the power of Health Savings Accounts (HSAs), revealing the tax advantages, long-term savings potential, and tips to maximize your health and wealth.
Tax Time FAQs 2024
Here are some helpful links and dates for the 2023 tax year as well as answers to some frequently asked questions.
CJM Video Market Update: January 2024
Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.
Washingtonian Top Wealth Advisers 2024
We are thrilled to announce that David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2024.
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