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Resources2024-01-04T18:52:20-05:00

Recent News and Articles

Navigating Uncertainty: 2024 Elections and Global Conflict Through an Investor’s Lens

Jessica Ness, CFP® outlines key insights from our recent webinar with John B. Emerson, Vice Chairman at Capital Group and former U.S. Ambassador to Germany, as he navigates the complexities of the 2024 elections and global conflicts from an investor's perspective. Learn how political dynamics, U.S.-China relations, and market resilience can influence your investment strategy.

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

May 10th, 2024|Categories: Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Are you caught in the dilemma of whether to prioritize retirement savings or your children's college education? Parker G. Trasborg, CFP®, delves into this complex decision, offering insights on achieving financial security while supporting your family's future aspirations. Whether you're weighing the benefits of retirement bliss or investing in your children's potential, this post provides valuable guidance on finding the right balance for your financial journey.

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Northern Virginia Magazine Top Financial Advisers
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Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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