Winter 2018 Quarterly Newsletter
This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance.
January 2018 Audio Update
In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress.
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.