Recent News and Articles
CJM Video Market Update: April 2020
Portfolio Research Director Kevin E. Donovan shares his thoughts on a volatile first quarter and what to look for in the days ahead.
It’s Not Me, It’s You – When to Break Up with a Fund
At CJM, we utilize mutual funds and ETFs as investment vehicles to help our clients achieve their long-term goals. Far from employing a set-it-and-forget-it mindset, we continually evaluate the funds we use to determine whether our choices are best for our clients. Find our top four reasons to replace an investment.
What is the SECURE Act?
Whether you have heard of the SECURE Act or not, it makes sense to understand the highlights of this recent legislation, which has some significant provisions affecting IRAs, retirement plans, 529 plans and more.
Tax Time FAQs
Here are some helpful links and dates for the 2019 tax year as well as answers to some frequently asked questions.
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