Recent News and Articles
Northern Virginia Magazine Top Financial Professionals 2022
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2022.
Kevin’s Corner: Broadening Your Horizons
International stocks have lagged their U.S. counterparts since the end of the last recession in 2009 by a significant amount, but last year both developed international stocks and emerging market stocks beat the S&P 500. This caused many investors to jump into international stocks, yet this year, overseas markets are once again underperforming. Let’s take a look at international markets to see if they belong in your investment portfolio. The chart below shows the return of the S&P 500 vs. the MSCI All Country World ex-U.S. index over the past twenty years. Looking at the period from [...]
Charts Charts Charts!
From QE (Quantitative Easing) to QT (Quantitative Tightening) Global debt continues to grow Interest rates since 1790 Small Business Sentiment is at a level not seen in 35 years
Can a 529 plan affect the amount of financial aid my child receives?
When it comes to paying for your children’s higher education costs, there are a multitude of routes to reach your goal, and it can be confusing to navigate the different savings options, scholarships, and federal financial aid. Some families utilize a 529 plan – a tax-advantaged savings plan that can be used to assist with college expenses. Recently, there have been articles that claim 529 plans can reduce the financial aid awarded to students. While there is some truth in this, the effects can be minimized or even eliminated if you are aware of the nuances dealing with the [...]
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