Recent News and Articles
Washingtonian Top Financial Advisers 2022
CJM Wealth Advisers is proud to announce that Washingtonian Magazine has named Tracey A. Baker, Brian T. Jones, Jessica R. Ness and Parker G. Trasborg to their list of Top Financial Professionals for 2022.
Kevin’s Corner: Actively and Passively Reaching Your Goals
There has been a lot of talk over the past few years about whether or not active mutual fund portfolio managers really add value compared with passive investment strategies represented by exchange-traded funds (ETFs) tied to an index. The argument for passive stock ETFs, by the firms that sell them, has been compelling: stock indexes such as the S&P 500 have outperformed the average actively managed mutual fund over the past several years. The basic argument is that markets are efficient, pricing in news instantaneously so that no investor can hope to outsmart the market. Thus investing in [...]
Day of Service at NVFS Head Start Preschool
Earlier this month, we returned to the local Northern Virginia Family Service (NVFS) Head Start preschool in Arlington, VA for the second year in a row to volunteer for our Day of Service. NVFS ensures everyone, at every life stage, maximizes their potential and fully contributes to a thriving community. They provide the essential building blocks for social, emotional and physical well-being, serving as leaders and innovators for the Northern Virginia community. Head Start promotes school readiness in low-income children ages 3 to 5, who may otherwise find themselves behind their peers in kindergarten. The program enhances the social [...]
In Bloom!
This time of year, everything is in bloom with spring in the air and all the joys of summer just around the corner. Whether you are looking forward to (or possibly dreading) summer vacation from school, a trip or family vacation, or just a bit of warmer weather, May is a time of beauty and anticipation. But May has often been greeted warily by investors as we have all heard the old phrase “Sell in May and walk away.” Historically, it’s true that the summer months have experienced some volatility with low trading volume since Wall Street [...]
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