Recent News and Articles
2024 Macroeconomic Discussion with Ben Harris, PhD – Inflation, Interest Rates, The Fed, and More!
Join David Greene, CEO of CJM Wealth Advisers, for a discussion with Ben Harris, Vice President at Brookings and former Assistant Secretary of the Treasury, as they dive into the macroeconomic and political outlook for 2024. From inflation and the labor market to interest rates and the potential impact of upcoming elections, this conversation is packed with expert analysis on the key issues shaping our economy today. Don’t miss this chance to get a clearer understanding of what’s ahead and how it could affect your financial future.
CJM Video Market Update: October 2023
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2023.
Planning for College with Cozy Wittman
Parker G. Trasborg, CFP®, hosts Cozy Wittman to discuss how to plan for college.
Clear as mud: RMD rules change again for 2023
Required Minimum Distribution rules changed again in 2023. Jessica Ness, CFP® tries to make sense of the new changes.
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