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

Recent News and Articles

Understanding Stagflation

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.

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

January 27th, 2025|Categories: Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

We are proud to announce that Tracey A. Baker, CFP®, David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2025.

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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