Recent News and Articles
CJM Video Market Update: January 2023
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.
It’s Not Me, It’s You – When to Break Up with a Fund
At CJM, we utilize mutual funds and ETFs as investment vehicles to help our clients achieve their long-term goals. Far from employing a set-it-and-forget-it mindset, we continually evaluate the funds we use to determine whether our choices are best for our clients. Find our top four reasons to replace an investment.
What is the SECURE Act?
Whether you have heard of the SECURE Act or not, it makes sense to understand the highlights of this recent legislation, which has some significant provisions affecting IRAs, retirement plans, 529 plans and more.
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia for 2018 and 2020. Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country. Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.
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Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.
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