Recent News and Articles
Your Cash is No Longer Trash
The Federal Reserve’s interest rate hikes have impacted many asset classes including cash.
All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs
We find ourselves at the beginning of another debt ceiling battle on Capitol Hill. Kevin looks back on two recent battles and how the market fared through those times.
Washingtonian Top Wealth Advisers Hall of Fame
We are thrilled to announce that Tracey A. Baker, CFP®, Brian T. Jones, CFP®, and Jessica R. Ness, CFP® have been named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame.
SECURE Act 2.0 – What Do I Need to Know?
On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.
News and Articles By Topic
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.