Recent News and Articles
Protect Your Data – Beware of Zombie Apps!
Tracey Baker, CFP® highlights ways to protect yourself from "zombie" apps that quietly store your personal information long after you’ve stopped using them. These forgotten apps, from old free trials to one-time shopping accounts, can be a goldmine for hackers, especially if you reuse passwords.
Tax Time FAQs 2024
Here are some helpful links and dates for the 2023 tax year as well as answers to some frequently asked questions.
CJM Video Market Update: January 2024
Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.
Washingtonian Top Wealth Advisers 2024
We are thrilled to announce that David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2024.
News and Articles By Topic
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.
Social Media