Recent News and Articles
CJM Video Market Update: April 2024
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the first quarter of 2024 and expectations of what to try to expect from the Fed for the rest of the year.
CJM Video Market Update: April 2021
Portfolio Research Director, Kevin E. Donovan, CFA, shares his thoughts on market performance in the first quarter of 2021.
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.
Phoenix Rising – Lessons Learned From 2020
Last year’s extreme market fluctuations provided an interesting case study in the benefits of asset diversification. While the market in general ended with solid gains for the year, few expected that to be the case.
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