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Recent News and Articles

CJM in the Community – 2018

February 1st, 2019|Categories: CJM News, Community Service, Insights|

2018 was another successful year of giving back to our community.  We again collaborated with Northern Virginia Family Services (NVFS), participating in two out-of-office community service days and holding an in-office holiday toy drive. Despite the record rain and a postponement from the spring, our patience was rewarded with a sunny fall day to hold a field day for three to five year olds at NVFS’s Head Start center in Arlington. Later in the fall, we sorted shelves, cleaned food delivery trucks, repackaged rice and even donated a chest freezer to NVFS’s SERVE campus in Manassas.   In December, [...]

Kevin’s Corner: Time to Check the Map

January 23rd, 2019|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

There has been speculation in recent weeks that the Federal Reserve may pause in its interest rate increases.  Fed Chairman Jerome Powell said recently that interest rates are just below their normal levels, which many took to be a signal that we may be nearing the end of the interest rate hiking cycle that began in 2015.  The stock market seemed to think that was what he meant as it went on a tear in the days following the announcement, reversing several weeks of steep declines, before falling sharply once again. The market initially reacted so positively [...]

To ESG or not to ESG…

January 23rd, 2019|Categories: Brian T. Jones, CFP®, Insights, Investment Management|

By now most of us have heard the terms “socially conscious investing” or “socially responsible investing” in the financial press.  This concept is borne out of the idea that we can make investment choices that are not only profitable, but also made in sustainable businesses worldwide.  Barron’s defines the movement as “impact investing” – aligning a family’s portfolio with interests and core values in an effort to make the world a better place. About ten years ago the investment industry brought forth socially responsible investing or SRI. These fund choices would avoid investments in alcohol, tobacco, etc. [...]

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CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame

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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