Resources

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.

March 12th, 2024|Insights, Investment Management, Kevin E. Donovan, CFA|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00+00:00February 29th, 2024|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®|

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

CJM Wealth Advisers2024-01-30T16:01:06+00:00January 26th, 2024|Categories: Financial Planning, Insights|

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

CJM Wealth Advisers2024-01-11T15:11:39+00:00January 11th, 2024|Categories: Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

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.

News and Articles By Topic

CJM News

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2023-11-02T14:45:19+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Financial Planning

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06+00:00Financial Planning, Insights|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58+00:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42+00:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09+00:00Financial Planning, Insights|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55+00:00Financial Planning, Insights|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35+00:00Financial Planning, Insights|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07+00:00Financial Planning, Insights|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Investment Management

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2024

CJM Wealth Advisers2024-01-11T15:11:39+00:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: October 2023

CJM Wealth Advisers2023-10-20T12:29:00+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54+00:00Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2023

CJM Wealth Advisers2023-07-12T19:07:28+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2023-04-19T16:58:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2023-02-15T21:27:15+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2023

CJM Wealth Advisers2023-01-18T20:34:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2022-10-13T18:41:45+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

The Next Recession – A Look Back

CJM Wealth Advisers2022-09-02T18:17:45+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

CJM Video Market Update: July 2022

CJM Wealth Advisers2022-08-04T17:19:16+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: April 2022

CJM Wealth Advisers2022-08-04T17:24:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

CJM Video Market Update: January 2022

CJM Wealth Advisers2022-08-04T17:28:09+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2022-08-04T17:31:07+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: July 2021

CJM Wealth Advisers2021-07-12T16:42:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM Video Market Update: April 2021

CJM Wealth Advisers2021-04-12T12:44:59+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2021

CJM Wealth Advisers2021-01-20T15:47:51+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2020-10-07T18:26:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2020-09-11T11:32:33+00:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2020-07-09T12:33:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44+00:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2020-04-03T12:28:29+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15+00:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2020-03-13T15:58:27+00:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03+00:00David D. Greene, CFP®, Insights, Investment Management|

CJM Video Market Update: January 2020

CJM Wealth Advisers2020-02-03T16:01:31+00:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2019-10-29T18:46:46+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46+00:00David D. Greene, CFP®, Insights, Investment Management|

A Little Perspective

CJM Wealth Advisers2019-10-31T19:48:16+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36+00:00Insights, Investment Management|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Retirement

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42+00:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44+00:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

CJM Video: Senior Living Resources

CJM Wealth Advisers2020-02-03T19:43:07+00:00Insights, Jessica Ness, CFP®, Retirement, Videos|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19+00:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18+00:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08+00:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15+00:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44+00:00Insights, Retirement, Transition Planning|

Transition Planning

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19+00:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18+00:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08+00:00Insights, Retirement, Transition Planning|

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00Retirement, Transition Planning, Webinars|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15+00:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44+00:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

All Content

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06+00:00Financial Planning, Insights|

CJM Video Market Update: January 2024

CJM Wealth Advisers2024-01-11T15:11:39+00:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Washingtonian Top Wealth Advisers 2024

CJM Wealth Advisers2024-01-26T17:06:00+00:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58+00:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2023-11-02T14:45:19+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: October 2023

CJM Wealth Advisers2023-10-20T12:29:00+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54+00:00Investment Management, Kevin E. Donovan, CFA|

Remembering CJM Founder, Richard L. Cooper, CFP®

CJM Wealth Advisers2023-09-18T16:49:07+00:00CJM News|

Northern Virginia Magazine Top Financial Professionals 2023

CJM Wealth Advisers2023-08-25T16:10:16+00:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

CJM Video Market Update: July 2023

CJM Wealth Advisers2023-07-12T19:07:28+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42+00:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2023-04-19T16:58:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs

CJM Wealth Advisers2023-02-15T21:27:15+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Washingtonian Top Wealth Advisers Hall of Fame

CJM Wealth Advisers2023-02-27T19:15:06+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Tracey A. Baker, CFP®|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09+00:00Financial Planning, Insights|

CJM Video Market Update: January 2023

CJM Wealth Advisers2023-01-18T20:34:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

End of Year Reflection

CJM Wealth Advisers2023-01-19T19:32:46+00:00David D. Greene, CFP®, Insights|

More Than Money 2022

CJM Wealth Advisers2023-01-19T19:31:48+00:00CJM News|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2022-10-13T18:41:45+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

The Next Recession – A Look Back

CJM Wealth Advisers2022-09-02T18:17:45+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Northern Virginia Magazine Top Financial Professionals 2022

CJM Wealth Advisers2022-08-30T14:52:36+00:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM Video Market Update: July 2022

CJM Wealth Advisers2022-08-04T17:19:16+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

CJM Video Market Update: April 2022

CJM Wealth Advisers2022-08-04T17:24:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Ukraine and the Market: Past Crises Call for Keeping Long-Term Investment Strategy

CJM Wealth Advisers2022-03-29T13:14:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55+00:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2022

CJM Wealth Advisers2022-02-28T17:24:05+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM In the News: Barron’s Magazine

CJM Wealth Advisers2022-02-16T18:19:49+00:00Brian T. Jones, CFP®, CJM News|

CJM Video Market Update: January 2022

CJM Wealth Advisers2022-08-04T17:28:09+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2021

CJM Wealth Advisers2022-08-04T17:31:07+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Northern Virginia Magazine Top Financial Professionals 2021

CJM Wealth Advisers2021-08-30T17:04:27+00:00Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Topics, Tracey A. Baker, CFP®|

Opening Up to Emerging Markets

CJM Wealth Advisers2021-08-30T15:00:26+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

CJM Video Market Update: July 2021

CJM Wealth Advisers2021-07-12T16:42:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

The National Association of Personal Financial Advisors (NAPFA) New Members

CJM Wealth Advisers2021-06-21T18:21:35+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

CJM Video Market Update: April 2021

CJM Wealth Advisers2021-04-12T12:44:59+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Phoenix Rising – Lessons Learned From 2020

CJM Wealth Advisers2021-02-25T16:35:02+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35+00:00Financial Planning, Insights|

Washingtonian Top Financial Advisers 2021

CJM Wealth Advisers2021-02-12T13:27:46+00:00Brian T. Jones, CFP®, CJM News, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Topics, Tracey A. Baker, CFP®|

CJM Video Market Update: January 2021

CJM Wealth Advisers2021-01-20T15:47:51+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Reflections on 2020: A Year of Blessings

CJM Wealth Advisers2020-12-21T21:56:34+00:00CJM News, Tracey A. Baker, CFP®|

CJM Welcomes its Newest Partner – Congratulations, Jessica Ness!

Jason Yang2020-12-21T22:17:15+00:00CJM News, Jessica Ness, CFP®|

More Than Money 2020 Newsletter

Jason Yang2021-01-05T21:52:47+00:00CJM News, Community Service|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

CJM Video Market Update: October 2020

CJM Wealth Advisers2020-10-07T18:26:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

Bonds 101: Why We Use Bonds Inside Client Portfolios

CJM Wealth Advisers2020-09-11T11:32:33+00:00Brian T. Jones, CFP®, Insights, Investment Management, Videos|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

CJM Video Market Update: July 2020

CJM Wealth Advisers2020-07-09T12:33:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

SECURE Act

CJM Wealth Advisers2020-06-18T15:46:44+00:00Brian T. Jones, CFP®, Insights, Investment Management, Retirement, Videos|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

The Coronavirus Market

CJM Wealth Advisers2020-04-03T12:16:04+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: April 2020

CJM Wealth Advisers2020-04-03T12:28:29+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Videos|

Wash Your Hands, Keep Your Distance, and Keep Perspective

CJM Wealth Advisers2020-04-03T11:41:15+00:00Investment Management, Jessica Ness, CFP®, Videos|

CJM Video Market Update: Market Volatility and COVID 19 Update

CJM Wealth Advisers2020-03-13T15:58:27+00:00David D. Greene, CFP®, Insights, Investment Management, Videos|

It’s Not Me, It’s You – When to Break Up with a Fund

CJM Wealth Advisers2020-03-06T12:45:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

What is the SECURE Act?

CJM Wealth Advisers2020-03-06T12:45:03+00:00David D. Greene, CFP®, Insights, Investment Management|

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers2020-02-07T14:16:43+00:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video: Senior Living Resources

CJM Wealth Advisers2020-02-03T19:43:07+00:00Insights, Jessica Ness, CFP®, Retirement, Videos|

CJM Video Market Update: January 2020

CJM Wealth Advisers2020-02-03T16:01:31+00:00Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

CJM is More Than Money: 2019 Year in Review

CJM Wealth Advisers2019-12-11T20:33:49+00:00CJM News, Community Service, Insights|

Congratulations, Mr. President!

CJM Wealth Advisers2020-12-21T21:51:01+00:00CJM News, Insights, Parker G. Trasborg, CFP®, Timothy W. Jones, CFP®|

Playing the Long Game through Diversification

CJM Wealth Advisers2019-11-21T20:29:14+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Economic Thoughts at Year End 2019

CJM Wealth Advisers2019-11-05T13:17:59+00:00Brian T. Jones, CFP®, CJM News, Insights|

CJM Video Market Update: October 2019

CJM Wealth Advisers2019-11-25T19:42:57+00:00Jessica Ness, CFP®, Kevin E. Donovan, CFA, Videos|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update

CJM Wealth Advisers2019-11-21T20:21:32+00:00Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Quarterly Conference Call Podcast – May 2019

CJM Wealth Advisers2019-11-21T20:22:16+00:00David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Podcasts|

CJM In the News: Great Day Washington

CJM Wealth Advisers2019-11-21T20:22:35+00:00CJM News, Parker G. Trasborg, CFP®|

Plan Ahead for Uncertainty

CJM Wealth Advisers2019-10-31T19:35:19+00:00Insights, Retirement, Tracey A. Baker, CFP®, Transition Planning|

CJM in the Community – 2018

CJM Wealth Advisers2019-10-31T19:35:24+00:00CJM News, Community Service, Insights|

Kevin’s Corner: Time to Check the Map

CJM Wealth Advisers2019-10-24T19:51:46+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

To ESG or not to ESG…

CJM Wealth Advisers2019-10-31T19:36:39+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Quarterly Conference Call – January 2019

CJM Wealth Advisers2019-10-31T19:36:36+00:00Podcasts|

What Should I Do With My Year-End Bonus?

CJM Wealth Advisers2019-10-31T19:36:38+00:00Insights, Parker G. Trasborg, CFP®|

Quarterly Conference Call – October 2018

CJM Wealth Advisers2019-10-31T19:36:35+00:00Podcasts|

Kevin’s Corner: Broadening Your Horizons

CJM Wealth Advisers2019-10-24T19:51:34+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Charts Charts Charts!

CJM Wealth Advisers2019-10-29T18:46:46+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

To Spend, or Not to Spend… In Retirement

CJM Wealth Advisers2019-10-16T01:46:46+00:00David D. Greene, CFP®, Insights, Investment Management|

Financial Times Top 300 Registered Investment Advisers

CJM Wealth Advisers2019-10-24T18:57:31+00:00CJM News, Insights|

CJM Is Turning 40!

CJM Wealth Advisers2019-10-31T19:48:19+00:00CJM News, Insights|

Demystifying Medicare

CJM Wealth Advisers2019-10-31T19:48:18+00:00Insights, Retirement, Transition Planning|

Maximize Your Social Security Benefits

CJM Wealth Advisers2019-10-24T18:20:08+00:00Insights, Retirement, Transition Planning|

January 2018 Audio Update

CJM Wealth Advisers2019-10-24T19:43:38+00:00Podcasts|

CJM 2018 Economic Update

CJM Wealth Advisers2019-10-24T19:06:04+00:00Videos|

A Little Perspective

CJM Wealth Advisers2019-10-31T19:48:16+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: A Visit with Fidelity Fund Managers

CJM Wealth Advisers2019-10-24T19:39:19+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers2019-10-24T19:41:36+00:00Insights, Investment Management|

Summer Listening List

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

Social Security Planning

CJM Wealth Advisers2019-10-29T18:28:47+00:00Retirement, Transition Planning, Webinars|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

Everything is Awesome?

CJM Wealth Advisers2019-10-31T19:49:05+00:00Brian T. Jones, CFP®, Insights, Investment Management|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

Kevin’s Corner: Ups and Downs

CJM Wealth Advisers2019-10-24T19:40:20+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07+00:00Financial Planning, Insights|

Volatility is Back

CJM Wealth Advisers2019-10-24T19:14:03+00:00Brian T. Jones, CFP®, Insights, Investment Management|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Kevin’s Corner: Taking Stock of Your Investments

CJM Wealth Advisers2019-10-24T19:52:24+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

2017 Best Practices Awards

CJM Wealth Advisers2019-10-24T19:45:15+00:00CJM News, Insights|

Day of Service at SERVE campus

CJM Wealth Advisers2019-10-16T14:09:12+00:00CJM News, Community Service, Insights|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial Planning, Insights, Investment Management|

Kevin’s Corner: P/E-ering Into the Future

CJM Wealth Advisers2019-10-24T19:52:10+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Northern Virginia Magazine Awards

CJM Wealth Advisers2019-10-24T19:03:16+00:00CJM News, Insights|

Top Estate Planning Mistakes

CJM Wealth Advisers2021-08-24T14:35:15+00:00Insights, Parker G. Trasborg, CFP®, Retirement, Transition Planning|

Kevin’s Corner: Actively and Passively Reaching Your Goals

CJM Wealth Advisers2019-10-24T19:52:55+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Day of Service at NVFS Head Start Preschool

CJM Wealth Advisers2019-10-28T21:55:28+00:00CJM News, Community Service|

In Bloom!

CJM Wealth Advisers2019-10-31T20:02:15+00:00Insights, Investment Management, Tracey A. Baker, CFP®|

Kevin’s Corner: The Case for Bonds

CJM Wealth Advisers2019-10-29T18:46:08+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Tax Reference Guide for 2017

CJM Wealth Advisers2019-10-24T19:54:02+00:00Insights, Jessica Ness, CFP®|

Reflecting with Pride

CJM Wealth Advisers2019-10-31T20:02:14+00:00CJM News, Insights, Timothy W. Jones, CFP®|

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

CJM Wealth Advisers2019-10-24T19:53:06+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: REITs – Leading the Pack Again

CJM Wealth Advisers2019-10-24T19:53:37+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Social Security Update

CJM Wealth Advisers2019-10-24T19:45:44+00:00Insights, Retirement, Transition Planning|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Kevin’s Corner: A Little Inflation Can Be a Good Thing

CJM Wealth Advisers2019-10-24T19:46:13+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

Kevin’s Corner: Actively Addressing Today’s Market

CJM Wealth Advisers2019-10-24T19:46:31+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

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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