Recent News and Articles
Time to Go Long on Bond Funds
With the Federal Reserve cutting interest rates for the first time since 2020, it's time to reconsider your investment strategy. Money market funds have thrived in a rising rate environment, but as rates decline, core bond funds are becoming more attractive. Kevin Donovan explains how bond funds can outperform by offering both yield and capital appreciation in this shifting landscape.
Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education
Are you caught in the dilemma of whether to prioritize retirement savings or your children's college education? Parker G. Trasborg, CFP®, delves into this complex decision, offering insights on achieving financial security while supporting your family's future aspirations. Whether you're weighing the benefits of retirement bliss or investing in your children's potential, this post provides valuable guidance on finding the right balance for your financial journey.
Teenage Drivers & Navigating the Road After an Accident
Are you prepared for the inevitable mishaps of teenage drivers? Learn essential tips for handling accidents in our latest blog post by Brian T. Jones, CFP®. From staying calm to contacting your insurance agent, ensure you're equipped for any road bumps ahead.
CJM Video Market Update: April 2024
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the first quarter of 2024 and expectations of what to try to expect from the Fed for the rest of the year.
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