Recent News and Articles
This Election Year, Follow an Independent Investment Strategy
Learn why maintaining an independent investment strategy, regardless of political affiliations, proves essential for long-term financial success amidst election year uncertainties in Kevin E. Donovan, CFA's insightful analysis.
Maximizing Your Health and Wealth: Health Savings Accounts
Discover the power of Health Savings Accounts (HSAs), revealing the tax advantages, long-term savings potential, and tips to maximize your health and wealth.
Tax Time FAQs 2024
Here are some helpful links and dates for the 2023 tax year as well as answers to some frequently asked questions.
CJM Video Market Update: January 2024
Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.
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