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CJM Video Market Update: July 2020

Portfolio Research Director, Kevin E. Donovan, CFA, shares his thoughts on the strong market performance in the second quarter and what to look for in the days ahead.

SECURE Act

Brian T. Jones, CFP®, Chairman and one of the principals at CJM, outlines the four main tax changes to retirement accounts under the Secure Act that was passed in December 2019.

Mortgage Rates Hit Record Lows: Should I Refinance?

Mortgage rates recently reached new record lows. Parker Trasborg, CFP®, discusses factors to think about when looking to refinance.

The Coronavirus Market

Portfolio Research Director Kevin Donovan breaks down the Coronavirus impact on the financial markets and the economy.

CJM Video Market Update: April 2020

Portfolio Research Director Kevin E. Donovan shares his thoughts on a volatile first quarter and what to look for in the days ahead.

Wash Your Hands, Keep Your Distance, and Keep Perspective

Jessica Ness, CFP®, a Senior Financial Adviser at CJM, shares some thoughts on the markets and a few opportunities, like the CARES Act. She also shares that your CJM family is healthy and safely keeping up operations as usual, from home.

CJM Video Market Update: Market Volatility and COVID 19 Update

During this difficult moment of uncertainty, the highest priority for us here at CJM is the health and safety of each of our clients as well as our colleagues and all of their extended families. To that end, we want to share a few action steps that we are taking as a firm. In addition, we also discuss the incredible market volatility that has unfolded over the last few weeks while urging our clients not to give into the fear and instead focus on the planning that we have done over the years for reassurance and direction.