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.
CJM Video Market Update: April 2025
Jessica R. Ness, CFP® (Principal), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Principal) discuss markets in the first quarter of 2025, and the importance of staying diversified.
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.
How Soon is Now? The “Right” Time to Invest
Timing the market perfectly—buying at the bottom and selling at the top—is nearly impossible, yet many still try. History shows that missing just a handful of the best days can drastically reduce long-term returns, making patience and staying invested far more rewarding than attempting to time the highs and lows. So, when is the right time to invest?
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