Recent News and Articles
Qualified Charitable Distributions (QCDs)
Jessica Ness and Parker Trasborg discuss the benefits of using Qualified Charitable Distributions (QCDs) from IRA accounts to do charitable giving.
Washingtonian Top Financial Advisers 2021
CJM Wealth Advisers is proud to announce that Washingtonian Magazine has named Tracey A. Baker, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Advisers for 2021.
CJM Video Market Update: January 2021
Portfolio Research Director, Kevin E. Donovan, CFA, gives update on 2020 and outlook for 2021.
Reflections on 2020: A Year of Blessings
Our President, Tracey Baker, reflects on the difficulties of 2020 and the blessings that got us through it.
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