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Resources2024-01-04T18:52:20-05:00

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

May 10th, 2024|Categories: Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

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.

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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