Video Updates

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. 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.