Recent News and Articles
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia. Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country. Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.
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.
Stock Market Returns When a President Runs for Re-Election
During an election year, there is a lot of talk about politics impacting stock markets. We will analyze how the market performed when the incumbent won compared with performance when the incumbent was voted out of office.
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