LatestFall 2017 Quarterly NewsletterThis issue includes some thoughts from the retiring Senior Managing Partner, Tim Jones, as he looks back on his time in the business over the last 30 years. This issue also includes a tribute to Kim McLeland, one of the retired partners at CJM who passed away suddenly earlier this year. We round out the newsletter with articles from Kevin Donovan on investments, Parker Trasborg provides us with his thoughts on buying a new car, and pictures from Halloween. Enjoy!October 2017 Audio UpdateDave, 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
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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.