Resources

CJM Video Market Update: July 2022

Kevin E. Donovan, CFA, and Parker G. Trasborg, CFP® discuss recent major headlines and what happened in markets during the second quarter of 2022.

July 19th, 2022|Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00June 23rd, 2022|Categories: Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

Griffin Baker, CFP® shares how the new RMD rules will affect clients and their financial future.

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00June 23rd, 2022|Categories: Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Brian Jones, CFP® explains the proposed legislation of the Securing a Strong Retirement Act of 2022.

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00June 7th, 2022|Categories: David D. Greene, CFP®, Financial Planning, Insights, Videos|

David Greene, CFP® hosts Dr. Christine Hunter, to discuss real life long term care planning experiences.

News and Articles By Topic

CJM News

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

CJM Video Market Update: January 2022

CJM Wealth Advisers2022-08-04T17:28:09+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2022-08-04T17:31:07+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2021

CJM Wealth Advisers2021-07-12T16:42:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: April 2021

CJM Wealth Advisers2021-04-12T12:44:59+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2021

CJM Wealth Advisers2021-01-20T15:47:51+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2020-10-07T18:26:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2020-09-11T11:32:33+00:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2020-07-09T12:33:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44+00:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2020-04-03T12:28:29+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15+00:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2020-03-13T15:58:27+00:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03+00:00David D. Greene, CFP®, Insights, Investment Management|

CJM Video Market Update: January 2020

CJM Wealth Advisers2020-02-03T16:01:31+00:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2019-10-29T18:46:46+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46+00:00David D. Greene, CFP®, Insights, Investment Management|

A Little Perspective

CJM Wealth Advisers2019-10-31T19:48:16+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36+00:00Insights, Investment Management|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Retirement

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44+00:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

CJM Video: Senior Living Resources

CJM Wealth Advisers2020-02-03T19:43:07+00:00Insights, Jessica Ness, CFP®, Retirement, Videos|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19+00:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18+00:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08+00:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15+00:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44+00:00Insights, Retirement, Transition Planning|

Transition Planning

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19+00:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18+00:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08+00:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00Retirement, Transition Planning, Webinars|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15+00:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44+00:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

All Content

CJM Video Market Update: July 2022

CJM Wealth Advisers2022-08-04T17:19:16+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

CJM Video Market Update: April 2022

CJM Wealth Advisers2022-08-04T17:24:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55+00:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2022

CJM Wealth Advisers2022-02-28T17:24:05+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM In the News: Barron’s Magazine

CJM Wealth Advisers2022-02-16T18:19:49+00:00Brian T. Jones, CFP®, CJM News|

CJM Video Market Update: January 2022

CJM Wealth Advisers2022-08-04T17:28:09+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2022-08-04T17:31:07+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Northern Virginia Magazine Top Financial Professionals 2021

CJM Wealth Advisers2021-08-30T17:04:27+00:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Topics, Tracey A. Baker, CFP®|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

CJM Video Market Update: July 2021

CJM Wealth Advisers2021-07-12T16:42:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

The National Association of Personal Financial Advisors (NAPFA) New Members

CJM Wealth Advisers2021-06-21T18:21:35+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

CJM Video Market Update: April 2021

CJM Wealth Advisers2021-04-12T12:44:59+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35+00:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2021

CJM Wealth Advisers2021-02-12T13:27:46+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics, Tracey A. Baker, CFP®|

CJM Video Market Update: January 2021

CJM Wealth Advisers2021-01-20T15:47:51+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Reflections on 2020: A Year of Blessings

CJM Wealth Advisers2020-12-21T21:56:34+00:00CJM News, Tracey A. Baker, CFP®|

CJM Welcomes its Newest Partner – Congratulations, Jessica Ness!

Jason Yang2020-12-21T22:17:15+00:00CJM News, Jessica Ness, CFP®|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47+00:00CJM News, Community Service|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2020-10-07T18:26:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2020-09-11T11:32:33+00:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2020-07-09T12:33:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44+00:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2020-04-03T12:28:29+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15+00:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2020-03-13T15:58:27+00:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03+00:00David D. Greene, CFP®, Insights, Investment Management|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers2020-02-07T14:16:43+00:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video: Senior Living Resources

CJM Wealth Advisers2020-02-03T19:43:07+00:00Insights, Jessica Ness, CFP®, Retirement, Videos|

CJM Video Market Update: January 2020

CJM Wealth Advisers2020-02-03T16:01:31+00:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2019-12-11T20:33:49+00:00CJM News, Community Service, Insights|

Congratulations, Mr. President!

CJM Wealth Advisers2020-12-21T21:51:01+00:00CJM News, Insights, Parker G. Trasborg, CFP®, Timothy W. Jones, CFP®|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Economic Thoughts at Year End 2019

CJM Wealth Advisers2019-11-05T13:17:59+00:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video Market Update: October 2019

CJM Wealth Advisers2019-11-25T19:42:57+00:00Jessica Ness, CFP®, Kevin E. Donovan, CFA, Videos|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update

CJM Wealth Advisers2019-11-21T20:21:32+00:00Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Quarterly Conference Call Podcast – May 2019

CJM Wealth Advisers2019-11-21T20:22:16+00:00David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Podcasts|

CJM In the News: Great Day Washington

CJM Wealth Advisers2019-11-21T20:22:35+00:00CJM News, Parker G. Trasborg, CFP®|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19+00:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

CJM in the Community – 2018

CJM Wealth Advisers2019-10-31T19:35:24+00:00CJM News, Community Service, Insights|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Quarterly Conference Call – January 2019

CJM Wealth Advisers2019-10-31T19:36:36+00:00Podcasts|

What Should I Do With My Year-End Bonus?

CJM Wealth Advisers2019-10-31T19:36:38+00:00Insights, Parker G. Trasborg, CFP®|

Quarterly Conference Call – October 2018

CJM Wealth Advisers2019-10-31T19:36:35+00:00Podcasts|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2019-10-29T18:46:46+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46+00:00David D. Greene, CFP®, Insights, Investment Management|

Financial Times Top 300 Registered Investment Advisers

CJM Wealth Advisers2019-10-24T18:57:31+00:00CJM News, Insights|

CJM Is Turning 40!

CJM Wealth Advisers2019-10-31T19:48:19+00:00CJM News, Insights|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18+00:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08+00:00Insights, Retirement, Transition Planning|

January 2018 Audio Update

CJM Wealth Advisers2019-10-24T19:43:38+00:00Podcasts|

CJM 2018 Economic Update

CJM Wealth Advisers2019-10-24T19:06:04+00:00Videos|

A Little Perspective

CJM Wealth Advisers2019-10-31T19:48:16+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36+00:00Insights, Investment Management|

Summer Listening List

CJM Wealth Advisers2019-10-31T19:49:02+00:00Insights, Parker G. Trasborg, CFP®|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05+00:00Brian T. Jones, CFP®, Insights, Investment Management|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07+00:00Financial Planning, Insights|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

2017 Best Practices Awards

CJM Wealth Advisers2019-10-24T19:45:15+00:00CJM News, Insights|

Day of Service at SERVE campus

CJM Wealth Advisers2019-10-16T14:09:12+00:00CJM News, Community Service, Insights|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Northern Virginia Magazine Awards

CJM Wealth Advisers2019-10-24T19:03:16+00:00CJM News, Insights|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15+00:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Day of Service at NVFS Head Start Preschool

CJM Wealth Advisers2019-10-28T21:55:28+00:00CJM News, Community Service|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Reference Guide for 2017

CJM Wealth Advisers2019-10-24T19:54:02+00:00Insights, Jessica Ness, CFP®|

Reflecting with Pride

CJM Wealth Advisers2019-10-31T20:02:14+00:00CJM News, Insights, Timothy W. Jones, CFP®|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44+00:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Rankings Disclosure

Client Relationship Summary (Form CRS)

Resources

Recent News and Articles

News and Articles By Topic

CJM News

Community Service

Education Planning

Financial Planning

Investment Management

Retirement

Transition Planning

All Content

CJM News

Community Service

Education Planning

Financial Planning

Investment Management

Retirement

Transition Planning