Recent News and Articles
CJM Video Market Update: October 2019
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.
Quarterly Conference Call Podcast – May 2019
We invite you to listen to our second Quarterly Conference Call Podcast of 2019. The speakers include our CEO, David Greene and Financial Planners Parker Trasborg and Jessica Ness. We [...]
CJM In the News: Great Day Washington
Our very own Parker Trasborg was featured on WUSA9 – CBS’s Great Day Washington program that aired on April 29, 2019. Parker joined Chong Yi of The Yi Team at Fairway Independent Mortgage to discuss financial planning items to consider while buying a home/getting a mortgage. They also discussed how a mortgage can be used in specific cases as a planning tool to meet goals beyond just buying a home.
Plan Ahead for Uncertainty
In October, my mother’s health suddenly failed. Prior to that, she lived completely independently in our family home that she shared with my father until his death five years ago. A sharp [...]
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