Spring 2017 Quarterly Newsletter
In this issue, Tracey Baker, CFP®, reflects on current markets as we head into the summer months. Kevin Donovan, CFA, compares performance of "Actively" vs. "Passively" managed funds. Parker Trasborg, CFP®, discusses the implications of several common estate planning pitfalls. Read about the tax related benefits that can arise from making Qualified Charitable Distributions. Jessica Ness, CFP®, talks about our Day of Service when we partnered with one of our favorite local service organizations for the second year in a row. See how our clients have two different programs to track their CJM portfolios.
January 2017 Audio Update
Join Tracey, Brian, Kevin and Tim as they discuss CJM’s expectations for the markets in 2017, a discussion on small cap equities as well as Tim’s thoughts on income distributions in retirement.
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.