Recent News and Articles

Congratulations, Mr. President!

Congratulations to our very own Parker Trasborg, who was elected to serve as the President of the National Capital Chapter of the Financial Planning Association (FPA) for 2020.  The Washington Chapter is one of the largest chapters in the U.S. with more than 800 members.  Parker has served on the Board of Directors since 2013, holding various committee positions over the years, including membership director, when the membership reached the highest level that it had been since the financial crisis of 2008-2009.  It is an honor to be recognized by your peers in the FPA, and Parker [...]

CJM Video Market Update: October 2019

October 17th, 2019|Categories: Jessica Ness, CFP®, Kevin E. Donovan, CFA, Videos|

We invite you to watch the CJM Market Update as we discuss what happened in the third quarter of 2019 and our thoughts going forward. Jessica Ness, CFP®, a Senior Financial Adviser, talks with Kevin Donovan, CFA, our Portfolio Research Director about the S&P (briefly) hitting new highs while small and medium-sized companies were negative. They also discuss the rise in the bond markets, how technology stocks have done, and what the economic indicators may be telling us. As always, please be aware that this information is in no way specific advice or a recommendation.

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