Recent News and Articles
CJM Video Market Update: January 2023
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss what happened in markets in 2022 and our thoughts looking ahead in 2023.
Day of Service at NVFS Head Start Preschool
Earlier this month, we returned to the local Northern Virginia Family Service (NVFS) Head Start preschool in Arlington, VA for the second year in a row to volunteer for our Day of Service. NVFS ensures everyone, at every life stage, maximizes their potential and fully contributes to a thriving community. They provide the essential building blocks for social, emotional and physical well-being, serving as leaders and innovators for the Northern Virginia community. Head Start promotes school readiness in low-income children ages 3 to 5, who may otherwise find themselves behind their peers in kindergarten. The program enhances the social [...]
In Bloom!
This time of year, everything is in bloom with spring in the air and all the joys of summer just around the corner. Whether you are looking forward to (or possibly dreading) summer vacation from school, a trip or family vacation, or just a bit of warmer weather, May is a time of beauty and anticipation. But May has often been greeted warily by investors as we have all heard the old phrase “Sell in May and walk away.” Historically, it’s true that the summer months have experienced some volatility with low trading volume since Wall Street [...]
Kevin’s Corner: The Case for Bonds
As stocks rose strongly to finish out 2016 and with the Fed poised to increase interest rates, I have had several clients ask why we are still holding bonds. The obvious reason, of course, is income. Bonds pay regular interest and, if you are retired or rely on your portfolio for your income needs, bonds are an important source of funds that allow you to take money out of the portfolio without reducing your principle. There is another, equally important, reason, however. If you’re a regular reader of our quarter-end and mid-quarter market commentaries I’m sure you [...]
News and Articles By Topic
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.
Social Media