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.
Celebrating 35 Years at CJM – Trudy Rupp: Loyalty, Laughter and Love
A tribute to Trudy Rupp, who is retiring after 35 years with CJM!
Protect Your Data – Beware of Zombie Apps!
Tracey Baker, CFP® highlights ways to protect yourself from "zombie" apps that quietly store your personal information long after you’ve stopped using them. These forgotten apps, from old free trials to one-time shopping accounts, can be a goldmine for hackers, especially if you reuse passwords.
Northern Virginia Magazine Top Financial Professionals 2024
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tina M. Babicz, Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2024.
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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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