Recent News and Articles
Washingtonian Top Wealth Advisers 2024
We are thrilled to announce that 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 2024.
More Than Money 2020 Newsletter
2020 has thrown us a curve ball like we have never seen before. Thankfully, at CJM, we focused on teamwork, synergy and communication in order to transcend what was going on in the world.
6 Questions to Ask a Potential Financial Planner
When you’re thinking about hiring someone to work with you and your finances, it’s important to make sure it’s a good fit.
CJM Video Market Update: October 2020
Portfolio Research Director, Kevin E. Donovan, CFA, shares his thoughts on the third quarter and what to expect between now and year-end.
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