Recent News and Articles
The S&P 500 and Your Portfolio – Positioning for the Next Shift in Market Dynamics
Discover how to optimize your investment strategy by diversifying beyond large-cap U.S. stocks into emerging markets, mid-sized companies, and small-cap sectors as global market dynamics shift in 2026.
Giving With Intention: Tax-Smart Ways to Support Family and Charity
Gifting doesn’t have to be a year-end scramble. In this video, Parker G. Trasborg, CFP® and David D. Greene, CFP® walk through tax-smart ways to support family and charities while planning intentionally for 2026.
CJM Wealth Advisers Recognized Among Washingtonian Magazine’s 2026 Top Financial Advisors
We are proud to announce that Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2026.
Tax Time FAQs 2026
Here are some helpful links and dates for the 2025 tax year as well as answers to some frequently asked questions.
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