Video Updates

Latest 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 CJMs expectations for the markets in 2017, a discussion on small cap equities as well as Tims thoughts on income distributions in retirement. Newsletter & Podcast Archive

Video Update Archive

At CJM, we believe education is key to helping investors make better decisions so we created these videos to discuss estate planning. We have found, after nearly 40 years of servicing clients, that estate planning can be one of the most difficult topics to address. With the help of Dan Vaughan and Martha Sotelo, from the law firm Vaughan, Fincher and Sotelo P.C. in Vienna, Virginia, we created a two part video to demystify this complicated topic.


  • 5/22/2017: CJM Estate Plannng Part 1
    In Part 1 of this two part series, we focus on some of the basics of estate planning. We cover several of the various estate documents that you may need and what they are for. We also touch on other subjects including probate, naming beneficiaries, creating wills and trusts, and much more.
  • 5/22/2017: CJM Estate Plannng Part 2
    In Part 2 of this two part series, we cover a few topics beyond the basics including gifting strategies, estate taxes and the importance of implementing your estate plan after your documents are completed.