Recent News and Articles
Please Pass the SALT: What the New OBBBA Means for Homeowners
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings a major change for homeowners who itemize their deductions. The legislation raises the State and Local Tax (SALT) deduction limit from $10,000 to $40,000 beginning in 2025, with small annual increases through 2029. While the higher deduction phases out for incomes above $500,000, many taxpayers may see a meaningful reduction in their federal tax burden. If you typically itemize, talk with your tax preparer to see how the new SALT limits may affect your 2025 return and how this change fits into your broader financial plan.
Understanding Stagflation
Rising prices. Slowing growth. Market uncertainty. You’ve heard the buzzword stagflation. But what does it actually mean for your money? In this quick video, Tracey Baker and Kevin Donovan break it all down, what's happening in the economy, how it compares to the 1970s, and what smart investors should do now. Watch now to get the facts and peace of mind.
CJM Presents Jeremiah Baker: Confessions of a Hacker – How to Protect Yourself Before It’s Too Late!
CJM hosted Cyber Security Expert Jeremiah Baker, for a captivating and informative cybersecurity talk as Jeremiah unraveled real-life hacking stories drawn from his extensive 15+ year career dedicated to protecting clients from malicious cyber threats. Drawing from hacking scenarios, Jeremiah guides you on how to shield yourself from falling victim to such malicious acts. Jeremiah provides a hacking checklist takeaway at the end of the presentation. This video is a replay of our webinar on April 30, 2025.
CJM Video Market Update: April 2025
Jessica R. Ness, CFP® (Principal), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Principal) discuss markets in the first quarter of 2025, and the importance of staying diversified.
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