The Financial Planning Process

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

At CJM Wealth Advisers, Ltd. we know that the cornerstone of any relationship is trust. Since 1978, our clients have trusted us to provide them with personalized and custom tailored financial planning and wealth management solutions. At CJM Wealth Advisers, Ltd. we provide our clients with a broad array of services designed to simplify the their financial picture and provide them with the piece of mind that comes from partnering with CJM Wealth Advisers, Ltd. Let us show you how our custom tailored financial planning and wealth management strategies can work for you and make your tomorrow more enjoyable.