Resources

Because of our years in the industry, we are able to look at investment vehicles through the lens of experience, recognizing gimmicks when we see them, and steering clients toward more appropriate means to achieve their respective goals.

Financial Times Top 300 Registered Investment Advisers

CJM Wealth Advisers
July 18, 2018

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers

CJM Wealth Advisers
July 18, 2018

CJM Is Turning 40!

Timothy W. Jones, CFP®
June 28, 2018

Demystifying Medicare

CJM Wealth Advisers
June 26, 2018

Maximize Your Social Security Benefits

Ryan C. Jarrendt
June 26, 2018

January 2018 Audio Update

CJM Wealth Advisers
May 21, 2018

CJM 2018 Economic Update

CJM Wealth Advisers
May 21, 2018

A Little Perspective

Tracey A. Baker, CFP®
May 15, 2018

Kevin’s Corner: A Visit with Fidelity Fund Managers

Kevin E. Donovan, CFA
May 15, 2018

The Bowtie Economist; Time spent with Elliot Eisenberg, PhD

CJM Wealth Advisers
May 15, 2018

Summer Listening List

Parker Trasborg, CFP®
May 15, 2018

Social Security Planning

CJM Wealth Advisers
April 21, 2018

CJM Estate Planning Part 2

CJM Wealth Advisers
April 21, 2018

Everything is Awesome?

Brian T. Jones, CFP®
March 24, 2018

CJM Estate Planning Part 1

CJM Wealth Advisers
March 21, 2018

Kevin’s Corner: Ups and Downs

Kevin E. Donovan, CFA
February 24, 2018

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers
February 24, 2018

Volatility is Back

Brian T. Jones, CFP®
February 24, 2018

Pitfalls of longer-term car loans

Parker Trasborg, CFP®
November 24, 2017

Kevin’s Corner: Taking Stock of Your Investments

Kevin E. Donovan, CFA
November 24, 2017

2017 Best Practices Awards

CJM Wealth Advisers
October 24, 2017

Day of Service at SERVE campus

CJM Wealth Advisers
October 24, 2017

Seeing the Forest through the Trees

David D. Greene, CFP®
August 24, 2017

Kevin’s Corner: P/E-ering Into the Future

Kevin E. Donovan, CFA
August 24, 2017

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers
August 24, 2017

Northern Virginia Magazine Awards

CJM Wealth Advisers
July 24, 2017

Top Estate Planning Mistakes

Parker Trasborg, CFP®
June 24, 2017

Kevin’s Corner: Actively and Passively Reaching Your Goals

Kevin E. Donovan, CFA
May 24, 2017

Day of Service at NVFS Head Start Preschool

Brian T. Jones, CFP®
May 24, 2017

In bloom!

Tracey A. Baker, CFP®
April 24, 2017

Kevin’s Corner: The Case for Bonds

Kevin E. Donovan, CFA
February 24, 2017

Tax Reference Guide for 2017

Jessica R. Ness, CFP®
January 24, 2017

Reflecting with Pride

Timothy W. Jones, CFP®
December 24, 2016

Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure

Kevin E. Donovan, CFA
November 24, 2016

Kevin’s Corner: REITs – Leading the Pack Again

Kevin E. Donovan, CFA
August 24, 2016

Social Security Update

CJM Wealth Advisers
July 24, 2016

Does your state have an estate income tax (or transfer tax)?

Brian T. Jones, CFP®
May 24, 2016

Kevin’s Corner: A Little Inflation Can Be a Good Thing

Kevin E. Donovan, CFA
May 24, 2016

Kevin’s Corner: Actively Addressing Today’s Market

Kevin E. Donovan, CFA
February 24, 2016