Recent News and Articles
Northern Virginia Magazine Top Financial Professionals 2023
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2023
Kevin’s Corner: Time to Check the Map
There has been speculation in recent weeks that the Federal Reserve may pause in its interest rate increases. Fed Chairman Jerome Powell said recently that interest rates are just below their normal levels, which many took to be a signal that we may be nearing the end of the interest rate hiking cycle that began in 2015. The stock market seemed to think that was what he meant as it went on a tear in the days following the announcement, reversing several weeks of steep declines, before falling sharply once again. The market initially reacted so positively [...]
To ESG or not to ESG…
By now most of us have heard the terms “socially conscious investing” or “socially responsible investing” in the financial press. This concept is borne out of the idea that we can make investment choices that are not only profitable, but also made in sustainable businesses worldwide. Barron’s defines the movement as “impact investing” – aligning a family’s portfolio with interests and core values in an effort to make the world a better place. About ten years ago the investment industry brought forth socially responsible investing or SRI. These fund choices would avoid investments in alcohol, tobacco, etc. [...]
Quarterly Conference Call – January 2019
We invite you to listen to our first Quarterly Conference Call Commentary of 2019. The speakers on the call are three of the planners of CJM, along with our Portfolio Research Director and we hope you find the information valuable.The subjects discussed include a recap of 2018 along with some thoughts on the direction of the economy and markets for the coming year. Finally, we will discuss expected changes as we prepare to file our 2018 income taxes.
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