Recent News and Articles
CJM Video Market Update: October 2022
Portfolio Research Director, Kevin E. Donovan, CFA, and CJM President, Tracey A. Baker, CFP®, discuss recent major headlines and what happened in markets during the third quarter of 2022.
Quarterly Conference Call Podcast – May 2019
We invite you to listen to our second Quarterly Conference Call Podcast of 2019. The speakers include our CEO, David Greene and Financial Planners Parker Trasborg and Jessica Ness. We hope you find the information timely and valuable. The subjects discussed include a recap what’s happened in the markets and economy this year along with some thoughts on what to expect for the rest of the year. Finally, we will discuss helpful tips for managing your tax bill with the new law.
CJM In the News: Great Day Washington
Our very own Parker Trasborg was featured on WUSA9 – CBS’s Great Day Washington program that aired on April 29, 2019. Parker joined Chong Yi of The Yi Team at Fairway Independent Mortgage to discuss financial planning items to consider while buying a home/getting a mortgage. They also discussed how a mortgage can be used in specific cases as a planning tool to meet goals beyond just buying a home.
Plan Ahead for Uncertainty
In October, my mother’s health suddenly failed. Prior to that, she lived completely independently in our family home that she shared with my father until his death five years ago. A sharp 80-year-old, Mom still handled her bills, managed her household, drove her car and operated the television remote control and her telephone like a seasoned professional. While not the most tech savvy, she enjoyed playing games and scanning Facebook on her iPad and was generally happy and healthy. As Mom’s local support system, my husband and I have spent countless hours in hospitals, doctor’s offices, testing [...]
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