Planning Team

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Kevin Donovan, CFA

Kevin Donovan joined CJM Wealth Advisers in April 2012 as Portfolio Research Director. A Chartered Financial Analyst©, Kevin previously worked as an analyst for Nomura Research Institute America Inc. in San Mateo, California, covering the U.S. and European retail industries, along with internet and technology companies. In addition he worked on several consulting projects for Nomura with major retail clients in the U.S., Japan, China and South Korea. Before moving west, Kevin worked in Washington, DC as a senior equity analyst and editor at Dow Jones Newswires where he headed up a team of analysts and also oversaw the technology and mergers and acquisitions newswires.

Kevin earned a Bachelor of Science Degree in Finance at the University of Maryland and an MBA in Finance and Investments at George Washington University.


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