Recent News and Articles
CJM Video Market Update: October 2023
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2023.
What is the SECURE Act?
Whether you have heard of the SECURE Act or not, it makes sense to understand the highlights of this recent legislation, which has some significant provisions affecting IRAs, retirement plans, 529 plans and more.
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia for 2018 and 2020. 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.
CJM Video: Senior Living Resources
Jessica Ness, CFP®, Senior Financial Planner, sits down with Steve Gurney to discuss a valuable resource for individuals, families and professionals. Steve founded the Positive Aging SourceBook, a comprehensive listing of every retirement community, assisted living, nursing, rehab center, and home care option in DC, Northern Virginia, and Suburban Maryland.
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