Resources

CJM Video Market Update: October 2023

Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2023.

October 20th, 2023|Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: January 2023

CJM Wealth Advisers2023-01-18T20:34:06+00:00January 18th, 2023|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

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.

End of Year Reflection

CJM Wealth Advisers2023-01-19T19:32:46+00:00January 5th, 2023|Categories: David D. Greene, CFP®, Insights|

David Greene, CFP® reflects on the events of 2022.

More Than Money 2022

CJM Wealth Advisers2023-01-19T19:31:48+00:00December 22nd, 2022|Categories: CJM News|

At CJM, we are More Than Money. See What the CJM Team has been up to this year 🙂

News and Articles By Topic

CJM News

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2023-11-02T14:45:19+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Financial Planning

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06+00:00Financial Planning, Insights|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58+00:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42+00:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09+00:00Financial Planning, Insights|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55+00:00Financial Planning, Insights|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35+00:00Financial Planning, Insights|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07+00:00Financial Planning, Insights|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Investment Management

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2024

CJM Wealth Advisers2024-01-11T15:11:39+00:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: October 2023

CJM Wealth Advisers2023-10-20T12:29:00+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54+00:00Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2023

CJM Wealth Advisers2023-07-12T19:07:28+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2023-04-19T16:58:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2023-02-15T21:27:15+00:00Insights, Investment Management, Kevin E. Donovan, CFA|