Recent News and Articles
Planning for College with Cozy Wittman
Parker G. Trasborg, CFP®, hosts Cozy Wittman to discuss how to plan for college.
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.
What Should I Do With My Year-End Bonus?
If you are one of the many American employees who find themselves fortunate enough to receive a year-end bonus, you’ll have to decide what do with it. While it could be tempting to pull a Clark Griswold from Christmas Vacation and spend it all on one big item, you should take a step back and think before doing anything. Once you know you are receiving a bonus, you should come up with a plan on how to best use it. If you simply leave the money in your checking account, you’ll find in a few months that [...]
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