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Resources2025-03-20T14:30:04-04:00

Recent News and Articles

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?

Retirement and HSA Contribution Changes for 2025

November 18th, 2024|Categories: Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

Changes are coming to retirement and HSA contribution limits in 2025. Griffin Baker, CFP®, highlights the key changes from increased 401(k) catch-up contributions for those aged 60-63 to higher HSA limits. These updates offer an opportunity to boost your savings—don’t miss out!

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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