Recent News and Articles
CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options
CJM hosted Cyber Security Expert Jeremiah Baker, for a captivating and informative cybersecurity talk as Jeremiah unraveled real-life hacking stories drawn from his extensive 15+ year career dedicated to protecting clients from malicious cyber threats. Drawing from hacking scenarios, Jeremiah guides you on how to shield yourself from falling victim to such malicious acts. Jeremiah provides a hacking checklist takeaway at the end of the presentation. This video is a replay of our webinar on April 30, 2025.
CJM Video Market Update: October 2025
Parker G. Trasborg, CFP® (Senior Vice President) and Kevin E. Donovan, CFA (Portfolio Research Director) discuss the latest market trends from Q3 2025. Topics include the Fed’s first rate cut of the year, stock market performance, the April tariff sell-off and recovery, why staying invested matters, and how markets typically react to government shutdowns.
Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs
Estate planning isn’t just for the wealthy. Learn why everyone needs key documents like wills, trusts, and powers of attorney—and how estate tax rules in Virginia, Maryland, and D.C. affect families. Discover the importance of guardianship planning for parents with young children
Northern Virginia Magazine Top Financial Professionals 2025
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tina M. Babicz, Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2025.
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