Recent News and Articles
Advanced Tax Planning Strategy: The “Mega” Back Door Roth
If you think you're capped by the traditional IRS limits for employer sponsored retirement plans, you may want to think again. Brian Jones, CFP® discusses the “Mega” back door Roth strategy.
CJM Video Market Update: October 2021
Portfolio Research Director, Kevin E. Donovan, CFA, shares his thoughts on market performance in the third quarter of 2021.
Northern Virginia Magazine Top Financial Professionals 2021
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, and Jessica R. Ness to their list of Top Financial Professionals for 2021.
Opening Up to Emerging Markets
Emerging Market stocks bring diversification that can benefit long-term investors, if they are comfortable with unpredictability. We discuss many reasons why emerging markets may be an attractive place to invest in the short and long term to bring awareness to this less familiar asset class.
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