Recent News and Articles
Maximize Your Savings: IRS Releases 2026 Retirement Contribution Limits
Retirement savings are getting a boost in 2026. See what’s changing with 401(k)s, IRAs, and HSAs and how these updates can help you plan ahead.
Northern Virginia Magazine Top Financial Professionals 2025
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tina M. Babicz, Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2025.
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.
CJM Video Market Update: July 2025
Markets saw sharp volatility in Q2 before rebounding to new highs. Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Vice President) break down what drove the turnaround, where performance stands year-to-date, and what to watch for in the second half of 2025.
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