Recent News and Articles
Market Down? Here’s How to Use Investment Tax Losses to Your Advantage
The market may be down, but that doesn’t mean you have to lose out. In this video, Brian Jones, CFP®, explains how to strategically use investment tax losses to offset gains and reduce your tax bill—helping you keep more of what you earn. Watch now to learn how tax loss harvesting can work for you.
Tax Time FAQs 2024
Here are some helpful links and dates for the 2023 tax year as well as answers to some frequently asked questions.
CJM Video Market Update: January 2024
Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.
Washingtonian Top Wealth Advisers 2024
We are thrilled to announce that David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2024.
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.


























































































































































Social Media