Recent News and Articles
Please Pass the SALT: What the New OBBBA Means for Homeowners
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings a major change for homeowners who itemize their deductions. The legislation raises the State and Local Tax (SALT) deduction limit from $10,000 to $40,000 beginning in 2025, with small annual increases through 2029. While the higher deduction phases out for incomes above $500,000, many taxpayers may see a meaningful reduction in their federal tax burden. If you typically itemize, talk with your tax preparer to see how the new SALT limits may affect your 2025 return and how this change fits into your broader financial plan.
How Soon is Now? The “Right” Time to Invest
Timing the market perfectly—buying at the bottom and selling at the top—is nearly impossible, yet many still try. History shows that missing just a handful of the best days can drastically reduce long-term returns, making patience and staying invested far more rewarding than attempting to time the highs and lows. So, when is the right time to invest?
CJM Welcomes its Newest Partner – Congratulations, Parker Trasborg!
CJM Wealth Advisers is thrilled to announce that Parker Trasborg has become a Principal of the firm as a Senior Vice President.
Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List
We are proud to announce that Tracey A. Baker, CFP®, David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2025.
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