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CJM Video Market Update: April 2022
Kevin E. Donovan, CFA, and Parker G. Trasborg, CFP(R) discuss recent major headlines and what happened in markets during the first quarter of 2022.
Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy
Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy.
What to do After Paying Off Your Mortgage
What to do after you pay off your mortgage.
Funding Retirement Income Goals Through Volatile Markets
Volatile markets can be stressful especially when you’re retired and taking income from your portfolio. CJM's system helps to ease some of that anxiety.
Tax Time FAQs
Here are some helpful links and dates for the 2021 tax year as well as answers to some frequently asked questions.
Washingtonian Top Financial Advisers 2022
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 Professionals for 2022.
CJM In the News: Barron’s Magazine
Brian Jones was recently featured in a Barron’s Magazine article, “Should Financial Advisors Mix Family and Business?”. He discusses working with his father, Tim Jones, for 22 years and Tim’s retirement from the business. Read the full article here: https://www.barrons.com/advisor/articles/financial-advisors-family-business-51643829598
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