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Resources2025-03-20T14:30:04-04:00

Recent News and Articles

How Soon is Now? The “Right” Time to Invest

Timing the market perfectly—buying at the bottom and selling at the top—is nearly impossible, yet many still try. History shows that missing just a handful of the best days can drastically reduce long-term returns, making patience and staying invested far more rewarding than attempting to time the highs and lows. So, when is the right time to invest?

CJM Video Market Update: January 2025

January 9th, 2025|Categories: David D. Greene, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

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.

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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