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.
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.