Recent News and Articles
CJM Video Market Update: April 2026
Parker and Kevin review first quarter 2026 market performance, highlighting volatility driven by geopolitical tensions, rising oil prices, and inflation concerns. We also share our outlook for investors and key expectations for the remainder of the year.
Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs
Estate planning isn’t just for the wealthy. Learn why everyone needs key documents like wills, trusts, and powers of attorney—and how estate tax rules in Virginia, Maryland, and D.C. affect families. Discover the importance of guardianship planning for parents with young children
Northern Virginia Magazine Top Financial Professionals 2025
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 2025.
529 Plan Distributions: How to Pay for College the Right Way
Rising prices. Slowing growth. Market uncertainty. You’ve heard the buzzword stagflation. But what does it actually mean for your money? In this quick video, Tracey Baker and Kevin Donovan break it all down, what's happening in the economy, how it compares to the 1970s, and what smart investors should do now. Watch now to get the facts and peace of mind.
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