Recent News and Articles
2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!
Join David Greene, CEO of CJM Wealth Advisers, for a discussion with Ben Harris, Vice President at Brookings and former Assistant Secretary of the Treasury, as they dive into the macroeconomic and political outlook for 2024. From inflation and the labor market to interest rates and the potential impact of upcoming elections, this conversation is packed with expert analysis on the key issues shaping our economy today. Don’t miss this chance to get a clearer understanding of what’s ahead and how it could affect your financial future.
Remembering CJM Founder, Richard L. Cooper, CFP®
CJM Wealth Advisers remembers Richard L. Cooper, CFP®, original founder and former President of CJM.
Northern Virginia Magazine Top Financial Professionals 2023
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2023
529 Plan Update: Get a head start on retirement planning
The SECURE Act 2.0 passed in December 2022 made broad changes to the tax code including 529 college savings plans.
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