Recent News and Articles
529 Plan Update: Get a head start on retirement planning
The SECURE Act 2.0 passed in December 2022 made broad changes to the tax code including 529 college savings plans.
CJM In the News: Barron’s Magazine
Brian Jones was recently featured in a Barron’s Magazine article, “Should Financial Advisors Mix Family and Business?”. He discusses working with his father, Tim Jones, for 22 years and Tim’s retirement from the business. Read the full article here: https://www.barrons.com/advisor/articles/financial-advisors-family-business-51643829598
CJM Video Market Update: January 2022
Portfolio Research Director, Kevin E. Donovan, CFA, gives updates on 2021 and outlook for 2022.
More Than Money 2021
At CJM, even in 2021, we are still More Than Money. See What the CJM Team has been up to this year 🙂
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