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CJM Video Market Update: April 2022

Kevin E. Donovan, CFA, and Parker G. Trasborg, CFP(R) discuss recent major headlines and what happened in markets during the first quarter of 2022.

Tax Time FAQs

Here are some helpful links and dates for the 2021 tax year as well as answers to some frequently asked questions.

Washingtonian Top Financial Advisers 2022

CJM Wealth Advisers is proud to announce that Washingtonian Magazine has named Tracey A. Baker, Brian T. Jones, Jessica R. Ness and Parker G. Trasborg to their list of Top Financial Professionals for 2022.

CJM In the News: Barron’s Magazine

Brian Jones was recently featured in a Barron’s Magazine article, “Should Financial Advisors Mix Family and Business?”. He discusses working with his father, Tim Jones, for 22 years and Tim’s retirement from the business. Read the full article here: https://www.barrons.com/advisor/articles/financial-advisors-family-business-51643829598

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