Recent News and Articles
Clear as mud: RMD rules change again for 2023
Required Minimum Distribution rules changed again in 2023. Jessica Ness, CFP® tries to make sense of the new changes.
CJM is More Than Money: 2019 Year in Review
Here at CJM, 2019 was all about giving back to the community we love. We focused on spending time with organizations that enrich the lives of others by providing support and empowerment. Please click through the galleries below to see what we have been up to. We were pleased to collaborate twice this year with Northern Virginia Family Services (NVFS). In May, we enjoyed soaking up some vitamin D with our very energetic friends at the NVFS’s Head Start center in Arlington. It was a beautiful day for bouncing [...]
Congratulations, Mr. President!
Congratulations to our very own Parker Trasborg, who was elected to serve as the President of the National Capital Chapter of the Financial Planning Association (FPA) for 2020. The Washington Chapter is one of the largest chapters in the U.S. with more than 800 members. Parker has served on the Board of Directors since 2013, holding various committee positions over the years, including membership director, when the membership reached the highest level that it had been since the financial crisis of 2008-2009. It is an honor to be recognized by your peers in the FPA, and Parker [...]
Playing the Long Game through Diversification
Investment advisers recommend clients hold a diversified portfolio consisting of a mixture of U.S. and international stocks and bonds as a way to spread out risk and benefit from areas that may be rising while others are declining. Diversification usually results in lower losses during down markets and smaller gains during rising markets, offering a smoother ride than investing entirely in the S&P 500 stock index ETF. The problem with diversification is that it doesn’t always feel like the best strategy. During the current bull market, the S&P 500 has been one of the best performing asset [...]
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