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More Than Money 2024
At CJM, we are More Than Money. See What the CJM Team has been up to this year 🙂
When It’s Time To Move
Ready for a fresh start but overwhelmed by the idea of moving? Brian T. Jones, CFP®, shares practical tips and advice to help navigate the emotional and logistical challenges of relocation—while embracing the excitement of new beginnings.
Retirement and HSA Contribution Changes for 2025
Changes are coming to retirement and HSA contribution limits in 2025. Griffin Baker, CFP®, highlights the key changes from increased 401(k) catch-up contributions for those aged 60-63 to higher HSA limits. These updates offer an opportunity to boost your savings—don’t miss out!
CJM Video Market Update: October 2024
Brian T. Jones, CFP®, Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP®, discuss markets in the third quarter of 2024.
Time to Go Long on Bond Funds
With the Federal Reserve cutting interest rates for the first time since 2020, it's time to reconsider your investment strategy. Money market funds have thrived in a rising rate environment, but as rates decline, core bond funds are becoming more attractive. Kevin Donovan explains how bond funds can outperform by offering both yield and capital appreciation in this shifting landscape.
Celebrating 35 Years at CJM – Trudy Rupp: Loyalty, Laughter and Love
A tribute to Trudy Rupp, who is retiring after 35 years with CJM!
Protect Your Data – Beware of Zombie Apps!
Tracey Baker, CFP® highlights ways to protect yourself from "zombie" apps that quietly store your personal information long after you’ve stopped using them. These forgotten apps, from old free trials to one-time shopping accounts, can be a goldmine for hackers, especially if you reuse passwords.
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