Recent News and Articles
CJM Video Market Update: July 2025
Markets saw sharp volatility in Q2 before rebounding to new highs. Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Vice President) break down what drove the turnaround, where performance stands year-to-date, and what to watch for in the second half of 2025.
CJM Video Market Update: January 2025
Tracey A. Baker, CFP® (CJM President), David D. Greene, CFP® (CJM CEO), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Financial Adviser) discuss markets in 2024 and thoughts on the year ahead.
More Than Money 2024
At CJM, we are More Than Money. See What the CJM Team has been up to this year 🙂
When It’s Time To Move
Ready for a fresh start but overwhelmed by the idea of moving? Brian T. Jones, CFP®, shares practical tips and advice to help navigate the emotional and logistical challenges of relocation—while embracing the excitement of new beginnings.
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