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Congratulations, Mr. President!

Congratulations to our very own [...]

Playing the Long Game through Diversification

Investment advisers recommend clients hold [...]

Economic Thoughts at Year End 2019

Fall; my favorite season. Spring [...]

CJM Video Market Update: October 2019

We invite you to watch the CJM Market Update as we discuss what happened in the third quarter of 2019 and our thoughts going forward. Jessica Ness, CFP®, a Senior Financial Adviser, talks with Kevin Donovan, CFA, our Portfolio Research Director about the S&P (briefly) hitting new highs while small and medium-sized companies were negative. They also discuss the rise in the bond markets, how technology stocks have done, and what the economic indicators may be telling us. As always, please be aware that this information is in no way specific advice or a recommendation.

College Savings: 529 Plans

David D. Greene and Parker G. Trasborg give a brief overview and discuss some of the advantages of utilizing 529 college savings plans in this 4 minute video.

CJM Video Market Update

We invite you to watch the inaugural CJM Video Market Update. The speakers on the video are Tracey Baker, CFP®, our company President and Kevin Donovan, CFA, our Portfolio Research Director. Both Tracey and Kevin discuss the markets’ performance so far this year and our outlook for the months ahead. In an effort to increase client viewership, we have adapted our traditional Quarterly Conference Calls to a video format that keeps the content shorter in duration (this video only runs for 3.5 minutes). We hope you prefer this new format and appreciate any feedback. As always, please be aware that this information is in no way specific advice or a recommendation.