Loading...
Resources2024-01-04T18:52:20+00:00

Recent News and Articles

Kevin’s Corner: Broadening Your Horizons

August 31st, 2018|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

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 [...]

Can a 529 plan affect the amount of financial aid my child receives?

August 31st, 2018|Categories: Education Planning, Insights, Investment Management|

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 [...]

News and Articles By Topic

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.

Contact Info

3110 Fairview Park Drive, Suite 900 Falls Church, VA 22042

Phone: 703-425-0700

CJM’S Client Portal

View Your Account

BNY Mellon – Pershing

View Your Account

Financial Planning Fees

Pay Your Fee

Recent Posts

Go to Top