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.
At CJM Wealth Advisers, Ltd. we believe that active communication with our clients is a key part of our relationship. During the course of a calendar year we will produce numerous communications for our clients ranging from newsletters, research papers, to podcasts for our clients. These are created solely by CJM Wealth Advisers, Ltd. and are expressly for our clients. Our responsibility is to inform the clients of our thoughts on a regular basis about our thoughts on the broader economy, the global macro picture, and other financial planning related items. We hope you will take a moment and read through (or listen to) some of these pieces as they give a great insight as to the level of communication you can expect to hear from CJM Wealth Advisers, Ltd. on a regular basis.