Recent News and Articles
Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education
Are you caught in the dilemma of whether to prioritize retirement savings or your children's college education? Parker G. Trasborg, CFP®, delves into this complex decision, offering insights on achieving financial security while supporting your family's future aspirations. Whether you're weighing the benefits of retirement bliss or investing in your children's potential, this post provides valuable guidance on finding the right balance for your financial journey.
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.
News and Articles By Topic
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.
Social Media