Recent News and Articles
Washingtonian Top Wealth Advisers Hall of Fame
We are thrilled to announce that Tracey A. Baker, CFP®, Brian T. Jones, CFP®, and Jessica R. Ness, CFP® have been named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame.
Kevin’s Corner: Taking Stock of Your Investments
Investing in equity mutual funds and ETFs is an outstanding way to spread your exposure across many different stocks, industries, and countries. It would be enormously time-consuming and expensive for investors to do all the research necessary to build a properly diversified portfolio of individual stocks, so hiring a portfolio manager by buying a mutual fund is a cost-effective, time-saving way to benefit from the expertise of many analysts and researchers working to find you the best stocks. Some investors are content to invest in several mutual funds and not worry about what the managers actually invest [...]
2017 Best Practices Awards
We are thrilled that InvestmentNews named CJM Wealth Advisers, Ltd. a winner of the 2017 Best Practices Awards! The winners of the InvestmentNews Best Practices Awards were selected from over 700 independent advisory firms that participated in the 2017 Adviser Compensation & Staffing Study and the 2017 Adviser Technology Study, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry. "The Best Practices winners are some of the most strategic and successful firms in the advice business," said Mark Bruno, associate publisher at InvestmentNews and head of InvestmentNews Research. "Their leaders have a [...]
Day of Service at SERVE campus
CJM partnered with Northern Virginia Family Service (NVFS) for our semi-annual Day of Service, this time at their SERVE campus in Manassas, VA. The SERVE campus houses a variety of programs that help our neighbors receive the immediate assistance they need, such as food and shelter, and develop the potential for future success, including rapid re-housing, health access, and services for children. CJM focused our efforts on their 8,000-square-foot Hunger Resource Center (HRC) that serves more than 600 families per month, and nearly 9,000 unique individuals per year, with food and essentials. The HRC also houses NVFS’ Supplemental Nutrition [...]
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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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