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Recent News and Articles

Pitfalls of Longer-Term Car Loans

November 24th, 2017|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®|

Eyeing a fully loaded Tesla Model 3 for $60,000 but going with a 72 or 84-month car loan to keep the monthly payment down?  Think again - car loans over 60 months may reduce your monthly payment, but over the long run you will be paying more.  As the cost of new cars has crept up and interest rates have remained low, loans on vehicles with longer terms have begun to become more common.  According to Edmunds.com, the average car loan is now 69.1 months.  There are several reasons to avoid loan terms longer than 60 months: [...]

Kevin’s Corner: Taking Stock of Your Investments

November 24th, 2017|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

Investing in equity mutual funds and ETFs is an outstanding way to spread your exposure across many different stocks, industries, and countries.  It would be enormously time-consuming and expensive for investors to do all the research necessary to build a properly diversified portfolio of individual stocks, so hiring a portfolio manager by buying a mutual fund is a cost-effective, time-saving way to benefit from the expertise of many analysts and researchers working to find you the best stocks. Some investors are content to invest in several mutual funds and not worry about what the managers actually invest [...]

2017 Best Practices Awards

October 24th, 2017|Categories: CJM News, Insights|

We are thrilled that InvestmentNews named CJM Wealth Advisers, Ltd. a winner of the 2017 Best Practices Awards! The winners of the InvestmentNews Best Practices Awards were selected from over 700 independent advisory firms that participated in the 2017 Adviser Compensation & Staffing Study and the 2017 Adviser Technology Study, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry. "The Best Practices winners are some of the most strategic and successful firms in the advice business," said Mark Bruno, associate publisher at InvestmentNews and head of InvestmentNews Research. "Their leaders have a [...]

News and Articles By Topic

CFP - Certified Financial Planner
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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.

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