Recent News and Articles
CJM Video Market Update: April 2023
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss the events that unfolded in the first quarter of 2023 including the collapse of Silicon Valley Bank, and look ahead to the remainder of the year.
A Little Perspective
This past week, our CEO David Greene presented the CJM team with a State of the Firm discussion, sharing a little perspective on the positive changes that we’ve made over the past decade. For those of you who were investors in 2008, you remember all too well the extreme feelings of fear and anxiety that plagued us ten years ago. “This time is different” was the headline that became the mantra of many, and for good reason. The Dow Jones Industrial Average (DJIA) finished the year at 8,727, while the Standard and Poor’s 500 Index (S&P 500) [...]
Kevin’s Corner: A Visit with Fidelity Fund Managers
This month I attended a two-day investment symposium sponsored by Fidelity® Investments, Inc. We use several Fidelity® mutual funds in client portfolios, and the managers of the funds we most often use—Contrafund®, Strategic Advisers® Core Income Fund, and Real Estate Income Fund—were on hand to discuss not only their market views but also how they are positioning portfolios to meet the opportunities and challenges that each fund faces. At the meeting, legendary manager Will Danoff, who has led Contrafund® for over 25 years, repeated his mantra that stock prices follow earnings. In an optimistic discussion, he stressed [...]
The Bowtie Economist; Time spent with Elliot Eisenberg, PhD
Thank you to all clients who were able to attend our CJM Wealth Advisers Economic Update and Outlook event on April 26 with the nationally acclaimed “bowtie economist,” Dr. Elliot Eisenberg. For those unable to attend, below is a summary of the event’s main highlights as well as a link to the full presentation. The lively presentation was full of humor and the agenda covered U.S. Gross Domestic Product (GDP), interest rates, inflation, changing population demographics and the housing market, among others. Dr. Eisenberg did a fantastic job translating these key themes currently driving the U.S. and global economic [...]
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