Recent News and Articles
Maximizing Your Health and Wealth: Health Savings Accounts
Discover the power of Health Savings Accounts (HSAs), revealing the tax advantages, long-term savings potential, and tips to maximize your health and wealth.
SECURE Act
Brian T. Jones, CFP®, Chairman and one of the principals at CJM, outlines the four main tax changes to retirement accounts under the Secure Act that was passed in December 2019.
Mortgage Rates Hit Record Lows: Should I Refinance?
Mortgage rates recently reached new record lows. Parker Trasborg, CFP®, discusses factors to think about when looking to refinance.
The Coronavirus Market
Portfolio Research Director Kevin Donovan breaks down the Coronavirus impact on the financial markets and the economy.
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