Resources

More Than Money 2024

CJM Wealth Advisers2025-03-20T13:55:58-04:00Brian T. Jones, CFP®, CJM News, Community Service, David D. Greene, CFP®, Jessica Ness, CFP®, Tina M. Babicz, CFP®|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47-05:00CJM News, Community Service|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2025-03-20T14:01:56-04:00CJM News, Community Service, Insights|

CJM in the Community – 2018

CJM Wealth Advisers2025-03-20T14:01:16-04:00CJM News, Community Service, Insights|

Day of Service at SERVE campus

CJM Wealth Advisers2019-10-16T14:09:12-04:00CJM News, Community Service, Insights|

Day of Service at NVFS Head Start Preschool

CJM Wealth Advisers2019-10-28T21:55:28-04:00CJM News, Community Service|

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2025-03-20T14:16:51-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2025-03-20T14:10:51-04:00Education Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03-04:00Education Planning, Financial Planning, Insights|

CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options

CJM Wealth Advisers2025-10-17T07:19:19-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs

CJM Wealth Advisers2025-09-05T14:16:28-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

Tax Time FAQs 2025

CJM Wealth Advisers2025-03-20T13:43:39-04:00Financial Planning, Insights|

When It’s Time To Move

CJM Wealth Advisers2024-11-19T15:55:53-05:00Brian T. Jones, CFP®, Financial Planning, Insights|

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

Protect Your Data – Beware of Zombie Apps!

CJM Wealth Advisers2024-09-20T15:14:55-04:00Financial Planning, Insights, Tracey A. Baker, CFP®|

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

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

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

CJM Wealth Advisers2024-07-22T10:57:08-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Teenage Drivers & Navigating the Road After an Accident

CJM Wealth Advisers2024-04-29T18:23:07-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00-05:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06-05:00Financial Planning, Insights|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2025-03-20T14:06:28-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09-05:00Financial Planning, Insights|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55-05:00Financial Planning, Insights|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23-04:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52-04:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35-05:00Financial Planning, Insights|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2025-03-20T14:05:58-04:00Financial Planning, Insights, Investment Management|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Estate Planning Part 2

CJM Wealth Advisers2025-03-20T14:13:27-04:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2025-03-20T14:12:41-04:00Financial Planning, Retirement, Videos|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07-04:00Financial Planning, Insights|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18-04:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03-04:00Education Planning, Financial Planning, Insights|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

CJM Video Market Update: October 2025

CJM Wealth Advisers2025-10-06T07:43:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: July 2025

CJM Wealth Advisers2025-07-02T15:24:35-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

CJM Video Market Update: April 2025

CJM Wealth Advisers2025-04-03T09:07:45-04:00Insights, Investment Management, Jessica Ness, CFP®, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

How Soon is Now? The “Right” Time to Invest

CJM Wealth Advisers2025-03-20T13:44:36-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2025

CJM Wealth Advisers2025-03-20T13:48:48-04:00David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

CJM Video Market Update: October 2024

CJM Wealth Advisers2025-03-20T13:57:38-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Time to Go Long on Bond Funds

CJM Wealth Advisers2024-10-24T09:49:21-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

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

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

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

CJM Wealth Advisers2024-07-22T10:57:08-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2024

CJM Wealth Advisers2025-03-20T14:03:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: April 2024

CJM Wealth Advisers2025-03-20T14:02:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2024

CJM Wealth Advisers2025-03-20T14:03:03-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: October 2023

CJM Wealth Advisers2025-03-20T14:27:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54-04:00Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2023

CJM Wealth Advisers2025-03-20T14:23:56-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2025-03-20T14:06:28-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2025-03-20T14:19:11-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2025-03-20T14:08:15-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2023

CJM Wealth Advisers2025-03-20T14:22:03-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2025-03-20T14:26:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

The Next Recession – A Look Back

CJM Wealth Advisers2022-09-02T18:17:45-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2022

CJM Wealth Advisers2025-03-20T14:23:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: April 2022

CJM Wealth Advisers2025-03-20T14:18:47-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

CJM Video Market Update: January 2022

CJM Wealth Advisers2025-03-20T14:21:38-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2025-03-20T14:26:01-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2021

CJM Wealth Advisers2025-03-20T14:22:57-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: April 2021

CJM Wealth Advisers2025-03-20T14:18:16-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2021

CJM Wealth Advisers2025-03-20T14:19:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2025-03-20T14:05:58-04:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2025-03-20T14:25:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2025-03-20T14:09:22-04:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2025-03-20T14:22:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2025-03-20T14:17:49-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15-04:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2025-03-20T14:24:48-04:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03-05:00David D. Greene, CFP®, Insights, Investment Management|

CJM Video Market Update: January 2020

CJM Wealth Advisers2025-03-20T14:19:36-04:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2025-03-20T14:31:31-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2025-03-20T14:10:51-04:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46-04:00David D. Greene, CFP®, Insights, Investment Management|

A Little Perspective

CJM Wealth Advisers2025-03-20T14:07:48-04:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36-04:00Insights, Investment Management|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03-04:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18-04:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15-04:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52-04:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

CJM Video: Senior Living Resources

CJM Wealth Advisers2025-03-20T14:27:28-04:00Insights, Jessica Ness, CFP®, Retirement, Videos|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19-04:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18-04:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08-04:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47-04:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2025-03-20T14:13:27-04:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2025-03-20T14:12:41-04:00Financial Planning, Retirement, Videos|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15-04:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44-04:00Insights, Retirement, Transition Planning|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23-04:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19-04:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18-04:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08-04:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47-04:00Retirement, Transition Planning, Webinars|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15-04:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44-04:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options

CJM Wealth Advisers2025-10-17T07:19:19-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: October 2025

CJM Wealth Advisers2025-10-06T07:43:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs

CJM Wealth Advisers2025-09-05T14:16:28-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos|

Northern Virginia Magazine Top Financial Professionals 2025

CJM Wealth Advisers2025-09-02T11:24:31-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tina M. Babicz, CFP®, Tracey A. Baker, CFP®|

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

CJM Video Market Update: July 2025

CJM Wealth Advisers2025-07-02T15:24:35-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

CJM Presents Jeremiah Baker: Confessions of a Hacker – How to Protect Yourself Before It’s Too Late!

CJM Wealth Advisers2025-05-06T08:10:47-04:00Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2025

CJM Wealth Advisers2025-04-03T09:07:45-04:00Insights, Investment Management, Jessica Ness, CFP®, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

How Soon is Now? The “Right” Time to Invest

CJM Wealth Advisers2025-03-20T13:44:36-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Welcomes its Newest Partner – Congratulations, Parker Trasborg!

CJM Wealth Advisers2025-03-20T13:42:51-04:00CJM News, Parker G. Trasborg, CFP®|

Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List

CJM Wealth Advisers2025-03-20T13:45:30-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

Tax Time FAQs 2025

CJM Wealth Advisers2025-03-20T13:43:39-04:00Financial Planning, Insights|

CJM Video Market Update: January 2025

CJM Wealth Advisers2025-03-20T13:48:48-04:00David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

More Than Money 2024

CJM Wealth Advisers2025-03-20T13:55:58-04:00Brian T. Jones, CFP®, CJM News, Community Service, David D. Greene, CFP®, Jessica Ness, CFP®, Tina M. Babicz, CFP®|

When It’s Time To Move

CJM Wealth Advisers2024-11-19T15:55:53-05:00Brian T. Jones, CFP®, Financial Planning, Insights|

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

CJM Video Market Update: October 2024

CJM Wealth Advisers2025-03-20T13:57:38-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Time to Go Long on Bond Funds

CJM Wealth Advisers2024-10-24T09:49:21-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Celebrating 35 Years at CJM – Trudy Rupp: Loyalty, Laughter and Love

CJM Wealth Advisers2025-03-20T14:11:32-04:00CJM News|

Protect Your Data – Beware of Zombie Apps!

CJM Wealth Advisers2024-09-20T15:14:55-04:00Financial Planning, Insights, Tracey A. Baker, CFP®|

Northern Virginia Magazine Top Financial Professionals 2024

CJM Wealth Advisers2024-08-23T13:59:14-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tina M. Babicz, CFP®, Tracey A. Baker, CFP®|

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

CJM Wealth Advisers2025-03-20T13:59:26-04:00CJM News, David D. Greene, CFP®, Financial Planning, Insights, Investment Management, Podcasts, Videos|

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

CJM Wealth Advisers2024-07-22T10:57:08-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2024

CJM Wealth Advisers2025-03-20T14:03:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2025-03-20T14:08:53-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Teenage Drivers & Navigating the Road After an Accident

CJM Wealth Advisers2024-04-29T18:23:07-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

CJM Video Market Update: April 2024

CJM Wealth Advisers2025-03-20T14:02:29-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024

CJM Wealth Advisers2025-03-20T14:10:21-04:00Brian T. Jones, CFP®, CJM News, Insights|

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00-05:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06-05:00Financial Planning, Insights|

CJM Video Market Update: January 2024

CJM Wealth Advisers2025-03-20T14:03:03-04:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Washingtonian Top Wealth Advisers 2024

CJM Wealth Advisers2024-01-26T17:06:00-05:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2025-03-20T14:07:12-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2025-03-20T14:16:51-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: October 2023

CJM Wealth Advisers2025-03-20T14:27:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2025-03-20T14:29:34-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54-04:00Investment Management, Kevin E. Donovan, CFA|

Remembering CJM Founder, Richard L. Cooper, CFP®

CJM Wealth Advisers2023-09-18T16:49:07-04:00CJM News|

Northern Virginia Magazine Top Financial Professionals 2023

CJM Wealth Advisers2023-08-25T16:10:16-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2025-03-20T14:05:22-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

CJM Video Market Update: July 2023

CJM Wealth Advisers2025-03-20T14:23:56-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2025-03-20T14:06:28-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2025-03-20T14:19:11-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2025-03-20T14:08:15-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Washingtonian Top Wealth Advisers Hall of Fame

CJM Wealth Advisers2023-02-27T19:15:06-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Tracey A. Baker, CFP®|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09-05:00Financial Planning, Insights|

CJM Video Market Update: January 2023

CJM Wealth Advisers2025-03-20T14:22:03-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

End of Year Reflection

CJM Wealth Advisers2023-01-19T19:32:46-05:00David D. Greene, CFP®, Insights|

More Than Money 2022

CJM Wealth Advisers2023-01-19T19:31:48-05:00CJM News|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2025-03-20T14:26:33-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

The Next Recession – A Look Back

CJM Wealth Advisers2022-09-02T18:17:45-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Northern Virginia Magazine Top Financial Professionals 2022

CJM Wealth Advisers2022-08-30T14:52:36-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM Video Market Update: July 2022

CJM Wealth Advisers2025-03-20T14:23:20-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

CJM Video Market Update: April 2022

CJM Wealth Advisers2025-03-20T14:18:47-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15-04:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55-05:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2022

CJM Wealth Advisers2022-02-28T17:24:05-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM In the News: Barron’s Magazine

CJM Wealth Advisers2025-03-20T14:14:12-04:00Brian T. Jones, CFP®, CJM News|

CJM Video Market Update: January 2022

CJM Wealth Advisers2025-03-20T14:21:38-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11-05:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2025-03-20T14:26:01-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Northern Virginia Magazine Top Financial Professionals 2021

CJM Wealth Advisers2021-08-30T17:04:27-04:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Topics, Tracey A. Baker, CFP®|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23-04:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

CJM Video Market Update: July 2021

CJM Wealth Advisers2025-03-20T14:22:57-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11-04:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

The National Association of Personal Financial Advisors (NAPFA) New Members

CJM Wealth Advisers2021-06-21T18:21:35-04:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

CJM Video Market Update: April 2021

CJM Wealth Advisers2025-03-20T14:18:16-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52-04:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35-05:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2021

CJM Wealth Advisers2021-02-12T13:27:46-05:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics, Tracey A. Baker, CFP®|

CJM Video Market Update: January 2021

CJM Wealth Advisers2025-03-20T14:19:58-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Reflections on 2020: A Year of Blessings

CJM Wealth Advisers2020-12-21T21:56:34-05:00CJM News, Tracey A. Baker, CFP®|

CJM Welcomes its Newest Partner – Congratulations, Jessica Ness!

Jason Yang2025-03-20T14:28:39-04:00CJM News, Jessica Ness, CFP®|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47-05:00CJM News, Community Service|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2025-03-20T14:05:58-04:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2025-03-20T14:25:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53-04:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2025-03-20T14:09:22-04:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2025-03-20T14:04:56-04:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2025-03-20T14:22:26-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44-04:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56-04:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04-04:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2025-03-20T14:17:49-04:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15-04:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2025-03-20T14:24:48-04:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03-05:00David D. Greene, CFP®, Insights, Investment Management|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers2025-03-20T14:09:51-04:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video: Senior Living Resources

CJM Wealth Advisers2025-03-20T14:27:28-04:00Insights, Jessica Ness, CFP®, Retirement, Videos|

CJM Video Market Update: January 2020

CJM Wealth Advisers2025-03-20T14:19:36-04:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2025-03-20T14:01:56-04:00CJM News, Community Service, Insights|

Congratulations, Mr. President!

CJM Wealth Advisers2020-12-21T21:51:01-05:00CJM News, Insights, Parker G. Trasborg, CFP®, Timothy W. Jones, CFP®|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14-05:00Insights, Investment Management, Kevin E. Donovan, CFA|

Economic Thoughts at Year End 2019

CJM Wealth Advisers2019-11-05T13:17:59-05:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video Market Update: October 2019

CJM Wealth Advisers2019-11-25T19:42:57-05:00Jessica Ness, CFP®, Kevin E. Donovan, CFA, Videos|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update

CJM Wealth Advisers2025-03-20T14:17:24-04:00Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Quarterly Conference Call Podcast – May 2019