Recent News and Articles
Congratulations, Mr. President!
Congratulations to our very own Parker Trasborg, who was elected to serve as the President of the National Capital Chapter of the Financial Planning Association (FPA) for 2020. The Washington Chapter is one of the largest chapters in the U.S. with more than 800 members. Parker has served on the Board of Directors since 2013, holding various committee positions over the years, including membership director, when the membership reached the highest level that it had been since the financial crisis of 2008-2009. It is an honor to be recognized by your peers in the FPA, and Parker [...]
CJM Video Market Update: October 2019
We invite you to watch the CJM Market Update as we discuss what happened in the third quarter of 2019 and our thoughts going forward. Jessica Ness, CFP®, a Senior Financial Adviser, talks with Kevin Donovan, CFA, our Portfolio Research Director about the S&P (briefly) hitting new highs while small and medium-sized companies were negative. They also discuss the rise in the bond markets, how technology stocks have done, and what the economic indicators may be telling us. As always, please be aware that this information is in no way specific advice or a recommendation.
College Savings: 529 Plans
David D. Greene and Parker G. Trasborg give a brief overview and discuss some of the advantages of utilizing 529 college savings plans in this 4 minute video.
CJM Video Market Update
We invite you to watch the inaugural CJM Video Market Update. The speakers on the video are Tracey Baker, CFP®, our company President and Kevin Donovan, CFA, our Portfolio Research Director. Both Tracey and Kevin discuss the markets’ performance so far this year and our outlook for the months ahead. In an effort to increase client viewership, we have adapted our traditional Quarterly Conference Calls to a video format that keeps the content shorter in duration (this video only runs for 3.5 minutes). We hope you prefer this new format and appreciate any feedback. As always, please be aware that this information is in no way specific advice or a recommendation.
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