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: P/E-ering Into the Future
Stocks have been hitting record highs on a regular basis over the past couple of years and that has pushed valuation measures to high levels as well. We have seen terms like “fully valued”, “richly valued” and the dreaded “overvalued” used to describe the markets since at least 2013 when the S&P 500 surged 32%, yet the markets have risen each year since then, so let’s look at current valuations and what they can tell us. There are many different ways to measure stock valuations but we will focus here on the price/earnings (P/E) ratio, one of [...]
How Assets Impact College Aid Eligibility on FAFSA and CSS Profile
We’ve all read headlines that highlight the soaring costs of attending college. Naturally, our clients are concerned about helping their children and grandchildren to cover this cost, and the rising costs only increase this concern. Planning ahead by using a 529 plan to save for college can be a great option, but navigating the financial aid landscape can be equally important. We came across the article below and wanted to share an excerpt because it is a very helpful guide. Source: How Assets Hurt College Aid Eligibility on FAFSA and CSS Profile, Forbes 2/14/14 Two College Aid Forms: The [...]
Northern Virginia Magazine Awards
Every year Northern Virginia Magazine showcases their ‘Best of NoVA’ lists. We are thrilled to have our Planners on the Top Financial Professionals list again this year! Please join us in congratulating Tracey Baker, David Greene, Brian Jones, Tim Jones, Jessica Ness and Parker Trasborg!
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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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