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Washingtonian Magazine Names CJM Wealth Advisers to 2025 Top Financial Advisers List
We are proud to announce that Tracey A. Baker, CFP®, David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2025.
Tax Time FAQs 2025
Here are some helpful links and dates for the 2024 tax year as well as answers to some frequently asked questions.
CJM Video Market Update: January 2025
Tracey A. Baker, CFP® (CJM President), David D. Greene, CFP® (CJM CEO), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Financial Adviser) discuss markets in 2024 and thoughts on the year ahead.
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.
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