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.
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.
CJM Video Market Update
We invite you to watch the inaugural CJM Video Market Update. The speakers on the video are Tracey Baker, CFP®, our company President and Kevin Donovan, CFA, our Portfolio Research Director. Both Tracey and Kevin discuss the markets’ performance so far this year and our outlook for the months ahead. In an effort to increase client viewership, we have adapted our traditional Quarterly Conference Calls to a video format that keeps the content shorter in duration (this video only runs for 3.5 minutes). We hope you prefer this new format and appreciate any feedback. As always, please be aware that this information is in no way specific advice or a recommendation.
Quarterly Conference Call Podcast – May 2019
We invite you to listen to our second Quarterly Conference Call Podcast of 2019. The speakers include our CEO, David Greene and Financial Planners Parker Trasborg and Jessica Ness. We hope you find the information timely and valuable. The subjects discussed include a recap what’s happened in the markets and economy this year along with some thoughts on what to expect for the rest of the year. Finally, we will discuss helpful tips for managing your tax bill with the new law.
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