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CJM Video Market Update: April 2021

Portfolio Research Director, Kevin E. Donovan, CFA, shares his thoughts on market performance in the first quarter of 2021.

Qualified Charitable Distributions (QCDs)

Jessica Ness and Parker Trasborg discuss the benefits of using Qualified Charitable Distributions (QCDs) from IRA accounts to do charitable giving.

Phoenix Rising – Lessons Learned From 2020

Last year’s extreme market fluctuations provided an interesting case study in the benefits of asset diversification. While the market in general ended with solid gains for the year, few expected that to be the case.

Tax Time FAQs

Here are some helpful links and dates for the 2020 tax year as well as answers to some frequently asked questions.

Washingtonian Top Financial Advisers 2021

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 Advisers for 2021.