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.
Janet M. White, CFP ®
Janet became a Certified Financial Planner (CFP) in 2001 after meeting the coursework, exam and experience requirements. Before joining CJM in early 2006 as a member of the Asset Management Team, Janet spent nearly eight years at Sagemark Consulting, part of the Lincoln Financial Group. During her time with Sagemark Consulting, she prepared comprehensive financial plans, reviewed investments, processed insurance cases and provided analysis for clients.
Prior to pursuing her CFP, Janet served in various management positions in the Marketing, Accounting and Analysis departments in a division of a Fortune 100 company.
Janet received a Bachelor's Degree in Accounting and Business Administration from Bluffton University and has done MBA coursework at George Mason University and George Washington University.
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