Recent News and Articles
CJM Video Market Update: July 2025
Markets saw sharp volatility in Q2 before rebounding to new highs. Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Vice President) break down what drove the turnaround, where performance stands year-to-date, and what to watch for in the second half of 2025.
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.
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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.






























































































































































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