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SECURE Act 2.0 – What Do I Need to Know?

On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.

Tax Time FAQs 2023

Here are some helpful links and dates for the 2022 tax year as well as answers to some frequently asked questions.

CJM Video Market Update: January 2023

Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss what happened in markets in 2022 and our thoughts looking ahead in 2023.

More Than Money 2022

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

CJM Video Market Update: October 2022

Portfolio Research Director, Kevin E. Donovan, CFA, and CJM President, Tracey A. Baker, CFP®, discuss recent major headlines and what happened in markets during the third quarter of 2022.

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