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Resources2024-01-04T18:52:20-05:00

Recent News and Articles

Time to Go Long on Bond Funds

With the Federal Reserve cutting interest rates for the first time since 2020, it's time to reconsider your investment strategy. Money market funds have thrived in a rising rate environment, but as rates decline, core bond funds are becoming more attractive. Kevin Donovan explains how bond funds can outperform by offering both yield and capital appreciation in this shifting landscape.

Northern Virginia Magazine Top Financial Professionals 2024

August 23rd, 2024|Categories: Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tina M. Babicz, CFP®, Tracey A. Baker, CFP®|

CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tina M. Babicz, Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2024.

2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!

August 23rd, 2024|Categories: CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

Join David Greene, CEO of CJM Wealth Advisers, for a discussion with Ben Harris, Vice President at Brookings and former Assistant Secretary of the Treasury, as they dive into the macroeconomic and political outlook for 2024. From inflation and the labor market to interest rates and the potential impact of upcoming elections, this conversation is packed with expert analysis on the key issues shaping our economy today. Don’t miss this chance to get a clearer understanding of what’s ahead and how it could affect your financial future.

Navigating Uncertainty: 2024 Elections and Global Conflict Through an Investor’s Lens

July 22nd, 2024|Categories: Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Jessica Ness, CFP® outlines key insights from our recent webinar with John B. Emerson, Vice Chairman at Capital Group and former U.S. Ambassador to Germany, as he navigates the complexities of the 2024 elections and global conflicts from an investor's perspective. Learn how political dynamics, U.S.-China relations, and market resilience can influence your investment strategy.

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

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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