Recent News and Articles
CJM Video Market Update: January 2024
Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.
CJM Welcomes its Newest Partner – Congratulations, Jessica Ness!
CJM Wealth Advisers is thrilled to announce that Jessica Ness has become a Principal of the firm as a Senior Vice President.
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.
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