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The Coronavirus Market

Portfolio Research Director Kevin Donovan breaks down the Coronavirus impact on the financial markets and the economy.

Wash Your Hands, Keep Your Distance, and Keep Perspective

Jessica Ness, CFP®, a Senior Financial Adviser at CJM, shares some thoughts on the markets and a few opportunities, like the CARES Act. She also shares that your CJM family is healthy and safely keeping up operations as usual, from home.

CJM Video Market Update: Market Volatility and COVID 19 Update

During this difficult moment of uncertainty, the highest priority for us here at CJM is the health and safety of each of our clients as well as our colleagues and all of their extended families. To that end, we want to share a few action steps that we are taking as a firm. In addition, we also discuss the incredible market volatility that has unfolded over the last few weeks while urging our clients not to give into the fear and instead focus on the planning that we have done over the years for reassurance and direction.

It’s Not Me, It’s You – When to Break Up with a Fund

At CJM, we utilize mutual funds and ETFs as investment vehicles to help our clients achieve their long-term goals. Far from employing a set-it-and-forget-it mindset, we continually evaluate the funds we use to determine whether our choices are best for our clients. Find our top four reasons to replace an investment.

What is the SECURE Act?

Whether you have heard of the SECURE Act or not, it makes sense to understand the highlights of this recent legislation, which has some significant provisions affecting IRAs, retirement plans, 529 plans and more.

Tax Time FAQs

Here are some helpful links and dates for the 2019 tax year as well as answers to some frequently asked questions.

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