Recent News and Articles
CJM Video Market Update: January 2026
Parker G. Trasborg, CFP® (Senior Vice President), Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director), and Jessica R. Ness, CFP® (Senior Vice President), review 2025 market performance and discuss volatility, earnings growth, and expectations for investors heading into 2026.
More Than Money 2025
At CJM, we are More Than Money. See what the CJM team has been up to in 2025!
Maximize Your Savings: IRS Releases 2026 Retirement Contribution Limits
Retirement savings are getting a boost in 2026. See what’s changing with 401(k)s, IRAs, and HSAs and how these updates can help you plan ahead.
Please Pass the SALT: What the New OBBBA Means for Homeowners
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings a major change for homeowners who itemize their deductions. The legislation raises the State and Local Tax (SALT) deduction limit from $10,000 to $40,000 beginning in 2025, with small annual increases through 2029. While the higher deduction phases out for incomes above $500,000, many taxpayers may see a meaningful reduction in their federal tax burden. If you typically itemize, talk with your tax preparer to see how the new SALT limits may affect your 2025 return and how this change fits into your broader financial plan.
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