Community Involvement

Latest Winter 2017 Quarterly Newsletter In this issue Brian Jones provides our outlook on the markets for the balance of 2017, Kevin Donovan reminds us all why bonds are integral component inside any portfolio and Jessica Ness provides an income tax reference for 2017. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMs expectations for the markets in 2017, a discussion on small cap equities as well as Tims thoughts on income distributions in retirement. Newsletter & Podcast Archive

CJM is Committed to Raising Funds for Diabetes Research

Each spring for the last 12 years, a team representing the planners, staff, clients, family and friends of CJM Wealth Advisers, Ltd. has sponsored Griff's Gang in Northern Virginia's Walk to Cure Diabetes benefiting the Juvenile Diabetes Research Foundation International (JDRF). Thanks to the continued generosity of so many, our team has been able to raise more than $70,000 toward this worthwhile cause!

Along with many of you, several members of our CJM family have a personal connection with diabetes, a disease which affects millions of children and adults every year. As you may already know, our team is named for Griffin Baker, the 23 year-old son of Tracey Baker (one of our owners) who was diagnosed with type 1 diabetes in 1996. Griff, a graduate of George Mason University, is thriving while living with diabetes and maintaining his health.

JDRF is a leader in setting the agenda for diabetes research worldwide, and is the largest charitable funder and advocate of type 1 research. The mission of JDRF is to find a cure for diabetes and its complications through the support of research. Type 1 diabetes is a disease which strikes children and adults suddenly and requires multiple injections of insulin daily or a continuous infusion of insulin through a pump. Insulin, however, is not a cure for diabetes, nor does it prevent its devastating complications. The CJM family is proud to support this effort and looks forward to the day that we no longer need to walk for a cure.

CJM Lends Support to Those Impacted by Tragedy

During the weekend of November 10, 2012, one of CJM's planners, Parker Trasborg and his girlfriend traveled up I95 to their hometown in Monmouth County, New Jersey. Monmouth County is at the northern end of the Jersey Shore and a large part of the county was hit hard by the storm on October 29th. Their time there was spent volunteering in the area helping those that have lost everything. It was a very humbling experience helping people rip down the walls in their homes and throw away all of their ruined belongings.

Around our office, CJM collected a full car's worth of clothing, food, and supplies to take up to New Jersey. All of the items were donated directly to those in need in the towns of Union Beach and Highlands, NJ.

The outpouring of support has been tremendous, although there is still a lot to be done. The storm was a terrible tragedy and the rebuilding process will take time, but it is being done with the help and support from those all across the country and around the world.

CJM is involved in Building Our Profession

The Planners of CJM have been committed to supporting our professional association, The Financial Planning Association (FPA) on a local and national level since the Association's inception. In fact, three of our owners (Tim Jones, Tracey Baker and Brian Jones) have all served as presidents on the local chapter and one has worked on a number of committees and initiatives for the national organization. On top of their efforts for the organization, our planners have volunteered for a number of community outreach initiatives through FPA such as Financial Literacy on Capital Hill, Junior Achievement teaching, financial counseling talk shows through the local media and regular volunteer counseling through Our Daily Bread. Finally, CJM is financial supporter of the Foundation for Financial Planning. The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need. They achieve this by supporting pro bono advice and outreach activities.

CJM is involved in Our Community through Civic Organizations

Kim McLeland has been an active Rotarian since January 1993. As a member of his club he has had the opportunity to support quite a number of local and international projects. The local efforts have focused on providing books to area elementary schools, annual fund raising to provide gift cards to Fairfax County homeless children to enable them to buy warmer clothes for winter, and recently to contribute laptops to homeless children that were graduating from high school and heading off to college. Lately, international efforts have been focused on supporting Shelter Box is an international disaster relief effort and the boxes provide shelter, cooking and water purification supplies, tools, and basic bedding (sleeping bags or mosquito netting as appropriate for the climate) to support a family of up to 10 for up to 18 months. The boxes have been dispatched more than 100 times since 2001. They have been to sites of natural disasters or in response to needs of refugees in various parts of the world.

Kim has also been quite active in Boy Scouts serving on a Troop Committee, as Assistant Scoutmaster and then as Scoutmaster. This all happened to occur in the troop that he belonged to as a boy. And, he had the joy of being the Scoutmaster when his son received his Eagle Scout award. He has also served as a District Chairman and has been on the council executive board since 2000. In addition he serves as his church's representative to the national BSA organization and is part of that organization's Religious Relationships task force. He has served on staff at the 2005 and 2010 National Jamborees and looks forward to doing so again at the 2013 Jamboree.

And, in an interesting combination of Rotary and Scouting interests, Kim serves as the Rotary District 7610 coordinator for the International Fellowship of Scouting Rotarians.