Recent News and Articles
SECURE Act 2.0 – What Do I Need to Know?
On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.
SECURE Act
Brian T. Jones, CFP®, Chairman and one of the principals at CJM, outlines the four main tax changes to retirement accounts under the Secure Act that was passed in December 2019.
Mortgage Rates Hit Record Lows: Should I Refinance?
Mortgage rates recently reached new record lows. Parker Trasborg, CFP®, discusses factors to think about when looking to refinance.
The Coronavirus Market
Portfolio Research Director Kevin Donovan breaks down the Coronavirus impact on the financial markets and the economy.
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