Recent News and Articles
CJM Video Market Update: October 2025
Parker G. Trasborg, CFP® (Senior Vice President) and Kevin E. Donovan, CFA (Portfolio Research Director) discuss the latest market trends from Q3 2025. Topics include the Fed’s first rate cut of the year, stock market performance, the April tariff sell-off and recovery, why staying invested matters, and how markets typically react to government shutdowns.
When It’s Time To Move
Ready for a fresh start but overwhelmed by the idea of moving? Brian T. Jones, CFP®, shares practical tips and advice to help navigate the emotional and logistical challenges of relocation—while embracing the excitement of new beginnings.
Retirement and HSA Contribution Changes for 2025
Changes are coming to retirement and HSA contribution limits in 2025. Griffin Baker, CFP®, highlights the key changes from increased 401(k) catch-up contributions for those aged 60-63 to higher HSA limits. These updates offer an opportunity to boost your savings—don’t miss out!
CJM Video Market Update: October 2024
Brian T. Jones, CFP®, Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP®, discuss markets in the third quarter of 2024.
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