Recent News and Articles
CJM Video Market Update: July 2020
Portfolio Research Director, Kevin E. Donovan, CFA, shares his thoughts on the strong market performance in the second quarter and what to look for in the days ahead.
SECURE Act
Brian T. Jones, CFP®, Chairman and one of the principals at CJM, outlines the four main tax changes to retirement accounts under the Secure Act that was passed in December 2019.
Mortgage Rates Hit Record Lows: Should I Refinance?
Mortgage rates recently reached new record lows. Parker Trasborg, CFP®, discusses factors to think about when looking to refinance.
The Coronavirus Market
Portfolio Research Director Kevin Donovan breaks down the Coronavirus impact on the financial markets and the economy.
Social Media