Recent News and Articles
CJM In the News: Barron’s Magazine
Brian Jones was recently featured in a Barron’s Magazine article, “Should Financial Advisors Mix Family and Business?”. He discusses working with his father, Tim Jones, for 22 years and Tim’s retirement from the business. Read the full article here: https://www.barrons.com/advisor/articles/financial-advisors-family-business-51643829598
Kevin’s Corner: The Case for Bonds
As stocks rose strongly to finish out 2016 and with the Fed poised to increase interest rates, I have had several clients ask why we are still holding bonds. The obvious reason, of course, is income. Bonds pay regular interest and, if you are retired or rely on your portfolio for your income needs, bonds are an important source of funds that allow you to take money out of the portfolio without reducing your principle. There is another, equally important, reason, however. If you’re a regular reader of our quarter-end and mid-quarter market commentaries I’m sure you [...]
Tax Reference Guide for 2017
A new year brings adjustments to our tax rates, standard deductions, exemption amounts, retirement plan contribution limits, and more. In this quick guide, we want to help you prepare for the year ahead by sharing some of the limits and rates that you might reference throughout the year. Keep in mind that these numbers are NOT to be used to file your 2016 tax returns this April. The general information provided below is from Prudential Financial’s annual Easy Reference Tax Guide. It is not meant to cover all situations so please consult your tax professional for answers [...]
Reflecting with Pride
As many people reading this are already aware, I am “retiring” from direct work with clients at the end of 2017. So what can I say about our business after 30+ years? First, there have been many changes since 1978. The growth of automation with computers and software has been staggering, and all this automated support allows us to analyze more numbers and define alternative choices for our clients. There are multiple ways to achieve an objective, and some of them are easier and faster than others. Helping you define the best way to accomplish your objectives is more [...]
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