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CJM Video Market Update: July 2021

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

What’s Going on with Inflation?

David Greene, CFP® discusses what inflation is and its impact on the markets.

The National Association of Personal Financial Advisors (NAPFA) New Members

CJM Wealth Advisers is proud to announce that Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg are now members of The National Association of Personal Financial Advisors (NAPFA).

Teenagers, Credit Cards, and Bitcoin

Brian Jones discusses ways to help teenagers get started with banking.

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.