Recent News and Articles
Survivor Checklist: What to do in the days and weeks after a loss
Our clients often turn to us for guidance on what to do in the days, weeks and months after their loved one passes. Whether you are the executor, widow/widower, or a loved one trying to help, the entire process of settling an estate can be overwhelming and time consuming. In this article, we break it down so you know what to focus on and when.
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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