Recent News and Articles
The Securing a Strong Retirement Act of 2022
Brian Jones, CFP® explains the proposed legislation of the Securing a Strong Retirement Act of 2022.
CJM 2018 Economic Update
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A Little Perspective
This past week, our CEO David Greene presented the CJM team with a State of the Firm discussion, sharing a little perspective on the positive changes that we’ve made over the past decade. For those of you who were investors in 2008, you remember all too well the extreme feelings of fear and anxiety that plagued us ten years ago. “This time is different” was the headline that became the mantra of many, and for good reason. The Dow Jones Industrial Average (DJIA) finished the year at 8,727, while the Standard and Poor’s 500 Index (S&P 500) [...]
Kevin’s Corner: A Visit with Fidelity Fund Managers
This month I attended a two-day investment symposium sponsored by Fidelity® Investments, Inc. We use several Fidelity® mutual funds in client portfolios, and the managers of the funds we most often use—Contrafund®, Strategic Advisers® Core Income Fund, and Real Estate Income Fund—were on hand to discuss not only their market views but also how they are positioning portfolios to meet the opportunities and challenges that each fund faces. At the meeting, legendary manager Will Danoff, who has led Contrafund® for over 25 years, repeated his mantra that stock prices follow earnings. In an optimistic discussion, he stressed [...]
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