Spring 2017 Quarterly Newsletter
In this issue, Tracey Baker, CFP®, reflects on current markets as we head into the summer months. Kevin Donovan, CFA, compares performance of "Actively" vs. "Passively" managed funds. Parker Trasborg, CFP®, discusses the implications of several common estate planning pitfalls. Read about the tax related benefits that can arise from making Qualified Charitable Distributions. Jessica Ness, CFP®, talks about our Day of Service when we partnered with one of our favorite local service organizations for the second year in a row. See how our clients have two different programs to track their CJM portfolios.
January 2017 Audio Update
Join Tracey, Brian, Kevin and Tim as they discuss CJM’s expectations for the markets in 2017, a discussion on small cap equities as well as Tim’s thoughts on income distributions in retirement.
To help our clients achieve peace of mind by realizing their financial goals
- We always remember that the money invested belongs to our clients. We work in partnership with the client to advise and "coach" them toward achieving their goals, and to aid them in making wise financial decisions.
- Our clients have a right to expect us to always tell the truth. We make every effort to provide full and complete disclosure of all relevant facts.
- Our clients have the right to know what is happening. We have a responsibility to let our clients know what we think about their investments, the economy, and the progress they are making toward their goals. This responsibility means we are available and responsive whether the times are good or bad.
- Our clients expect the highest of standards in quality service. CJM Wealth Advisers, Ltd. is committed to responding to client questions and service requests in a timely and thorough manner.