Recent News and Articles
The S&P 500 is Beating the Dow – Or Is It?
The S&P 500 is beating the Dow by a wide margin through September 14, 2023 but if we look back a bit further, a different story emerges.
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.
College Savings: 529 Plans
David D. Greene and Parker G. Trasborg give a brief overview and discuss some of the advantages of utilizing 529 college savings plans in this 4 minute video.
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