Resources

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36+00:00May 15th, 2018|Categories: Insights, Investment Management|

Thank you to all clients who were able to attend our CJM Wealth Advisers Economic Update and Outlook event on April 26 with the nationally acclaimed “bowtie economist,” Dr. Elliot Eisenberg. For those unable to attend, below is a summary of the event’s main highlights as well as a link to the full presentation. The lively presentation was full of humor and the agenda covered U.S. Gross Domestic Product (GDP), interest rates, inflation, changing population demographics and the housing market, among others. Dr. Eisenberg did a fantastic job translating these key themes currently driving the U.S. and global economic [...]

Summer Listening List

CJM Wealth Advisers2019-10-31T19:49:02+00:00May 15th, 2018|Categories: Insights, Parker G. Trasborg, CFP®|

With summer approaching it’s a great time to relax at the beach or by the pool with a good book. Each year, you can find various summer reading lists put out by different celebrities, companies and local libraries. As a new parent, I find that while I would love to read some of the books on the lists, I just don’t necessarily have the time. While I do have the time to listen to some of the books electronically, I primarily listen to podcasts due to their shorter format, which happens to fit in perfectly with the [...]

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00April 21st, 2018|Categories: Retirement, Transition Planning, Webinars|