Recent News and Articles
529 Plan Distributions: How to Pay for College the Smart Way
Rising prices. Slowing growth. Market uncertainty. You’ve heard the buzzword stagflation. But what does it actually mean for your money? In this quick video, Tracey Baker and Kevin Donovan break it all down, what's happening in the economy, how it compares to the 1970s, and what smart investors should do now. Watch now to get the facts and peace of mind.
Market Down? Here’s How to Use Investment Tax Losses to Your Advantage
The market may be down, but that doesn’t mean you have to lose out. In this video, Brian Jones, CFP®, explains how to strategically use investment tax losses to offset gains and reduce your tax bill—helping you keep more of what you earn. Watch now to learn how tax loss harvesting can work for you.
How Soon is Now? The “Right” Time to Invest
Timing the market perfectly—buying at the bottom and selling at the top—is nearly impossible, yet many still try. History shows that missing just a handful of the best days can drastically reduce long-term returns, making patience and staying invested far more rewarding than attempting to time the highs and lows. So, when is the right time to invest?
CJM Welcomes its Newest Partner – Congratulations, Parker Trasborg!
CJM Wealth Advisers is thrilled to announce that Parker Trasborg has become a Principal of the firm as a Senior Vice President.
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