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Recent News and Articles

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM hosts Dr. Anirban Basu from Sage Policy Group, presenting Show Me the Money (Supply). Soft landing? Something harder? This presentation will supply in-depth analysis of the major factors shaping economic outcomes, including central bank policymaking, worker attitudes, business confidence, and geopolitics. It will then turn toward a forecast for the year to come, highlighting the major risks that economic stakeholders will likely encounter.

Maximize Your Social Security Benefits

June 26th, 2018|Categories: Insights, Retirement, Transition Planning|

Most people don’t understand their options when it comes to Social Security. If you don’t make the right choice for your unique situation, it can potentially cost you your hard earned money. To help you understand your options, here are the most important things to consider to avoid costly mistakes. Retirement Ages Early Retirement Age 62 is when most will become eligible for social security, but you will receive a permanently reduced payment by as much as 30% if you start benefits before full retirement age. If you work and collect benefits prior to full retirement age, your earned [...]

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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