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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.

More Than Money 2023

At CJM, we are More Than Money. See What the CJM Team has been up to this year 🙂

CJM Video Market Update: October 2023

Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2023.

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