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.
The Owners of CJM represent more than 115 years of combined experience helping clients meet their lifelong financial goals. Our objectivity, commitment to service, and years of experience enable us to provide our clients with the most important benefit of all – our ability to provide solutions. Our goal is to offer our clients with trusted, experienced, knowledgeable advice, and to help them actually solve their financial concerns. At CJM Wealth Advisers, Ltd., we are committed to Planning With Purpose.