Recent News and Articles
Save More in 2023 with Inflation Increases
Jessica R. Ness, CFP® and Parker G. Trasborg, CFP® discuss inflation's impact on 2023 retirement plan contribution limits.
CJM Video Market Update: October 2022
Portfolio Research Director, Kevin E. Donovan, CFA, and CJM President, Tracey A. Baker, CFP®, discuss recent major headlines and what happened in markets during the third quarter of 2022.
The Next Recession – A Look Back
Recession talk has been all over the news after the U.S. experienced its second quarter of negative GDP growth recently. Two quarters of decline has been the shorthand definition of a recession, but there is more to it than that.
Tips for 529 Plan Withdrawals
529 plans are a great tool for saving and paying for education expenses. We’ve collected a few tips to help you withdraw funds from your 529 plan.
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