Recent News and Articles
Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs
Estate planning isn’t just for the wealthy. Learn why everyone needs key documents like wills, trusts, and powers of attorney—and how estate tax rules in Virginia, Maryland, and D.C. affect families. Discover the importance of guardianship planning for parents with young children
Northern Virginia Magazine Top Financial Professionals 2025
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tina M. Babicz, Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2025.
529 Plan Distributions: How to Pay for College the Smart Way
Rising prices. Slowing growth. Market uncertainty. You’ve heard the buzzword stagflation. But what does it actually mean for your money? In this quick video, Tracey Baker and Kevin Donovan break it all down, what's happening in the economy, how it compares to the 1970s, and what smart investors should do now. Watch now to get the facts and peace of mind.
CJM Video Market Update: July 2025
Markets saw sharp volatility in Q2 before rebounding to new highs. Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Vice President) break down what drove the turnaround, where performance stands year-to-date, and what to watch for in the second half of 2025.
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