Recent News and Articles
Market Down? Here’s How to Use Investment Tax Losses to Your Advantage
The market may be down, but that doesn’t mean you have to lose out. In this video, Brian Jones, CFP®, explains how to strategically use investment tax losses to offset gains and reduce your tax bill—helping you keep more of what you earn. Watch now to learn how tax loss harvesting can work for you.
CJM Video Market Update: October 2024
Brian T. Jones, CFP®, Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP®, discuss markets in the third quarter of 2024.
Time to Go Long on Bond Funds
With the Federal Reserve cutting interest rates for the first time since 2020, it's time to reconsider your investment strategy. Money market funds have thrived in a rising rate environment, but as rates decline, core bond funds are becoming more attractive. Kevin Donovan explains how bond funds can outperform by offering both yield and capital appreciation in this shifting landscape.
Celebrating 35 Years at CJM – Trudy Rupp: Loyalty, Laughter and Love
A tribute to Trudy Rupp, who is retiring after 35 years with CJM!
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