Recent News and Articles
CJM Video Market Update: July 2022
Kevin E. Donovan, CFA, and Parker G. Trasborg, CFP® discuss recent major headlines and what happened in markets during the second quarter of 2022.
To Spend, or Not to Spend… In Retirement
Most of us would agree that financial planners typically do not “encourage” spending amongst their clients. The immediate reasons are obvious. Many of us can spend freely on our own without encouragement (thank you very much). Many of us also understand that the more we spend in our earlier life stages, the more we feel we “need” in the later life stages. In fact, many of our clients who have reached that highly sought after goal of financial independence credit their more frugal lifestyle in their younger years as a primary reason they got there. Therefore, for [...]
Financial Times Top 300 Registered Investment Advisers
CJM Wealth Advisers, Ltd. Named to 2018 Financial Times 300 Top Registered Investment Advisers CJM Wealth Advisers, Ltd. is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. This list recognizes the top independent RIA firms across the country. This is the fifth annual FT 300 list produced independently by the Financial Times. Areas of consideration for the ranking include asset growth, company years in existence, compliance record, industry certifications (CFP®, CFA, etc.), and online accessibility. “We are honored to be recognized as one of the best independent [...]
CJM Is Turning 40!
2018 is an important year for CJM Wealth Advisers. Forty years ago Dick Cooper started our business, making us one of the oldest financial planning firms in the region and yes, the country. Over the years, this business has grown, and we are now one of the larger firms in Northern Virginia/DC metro area. Our growth and success is a direct result of our clients who have liked and appreciated what we have done for them, as they have referred their friends and family members to us for financial advice. And through the years, even as we have grown [...]
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