Recent News and Articles
CJM Video Market Update: July 2024
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2024 .
Your Cash is No Longer Trash
The Federal Reserve’s interest rate hikes have impacted many asset classes including cash.
All Bark No Bite: Previous Market Reactions to Debt Ceiling Standoffs
We find ourselves at the beginning of another debt ceiling battle on Capitol Hill. Kevin looks back on two recent battles and how the market fared through those times.
Washingtonian Top Wealth Advisers Hall of Fame
We are thrilled to announce that Tracey A. Baker, CFP®, Brian T. Jones, CFP®, and Jessica R. Ness, CFP® have been named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame.
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