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.
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 [...]
Economic Thoughts at Year End 2019
Fall; my favorite season. Spring and summer are but fond memories as the cool winds blow and whistle through the changing of the seasons. Most mornings you can find me on my back porch with a hot cup of coffee, peacefully reading the day’s manic headlines and listening to the songbirds at the feeders, before their long migration south for the winter. These are uncertain times (does anyone remember 1998, the 2000-2002 dot com bomb, or GM’s bankruptcy in 2009?) and markets are in uncharted territory given the historic worldwide levels of government debt. But, haven’t they [...]
CJM Video Market Update: October 2019
We invite you to watch the CJM Market Update as we discuss what happened in the third quarter of 2019 and our thoughts going forward. Jessica Ness, CFP®, a Senior Financial Adviser, talks with Kevin Donovan, CFA, our Portfolio Research Director about the S&P (briefly) hitting new highs while small and medium-sized companies were negative. They also discuss the rise in the bond markets, how technology stocks have done, and what the economic indicators may be telling us. As always, please be aware that this information is in no way specific advice or a recommendation.
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