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.
Audio Update Archive
CJM Wealth Advisers, Ltd. is pleased to offer our clients and our strategic partners an opportunity to learn about important financial topics and trends in our quarterly electronic newsletter – CJM Quarterly. Every quarter, our professionals will share insights into current financial topics to help you better understand the financial world in which you live.