Mutual Fund Investors Face Large Unexpected Tax bill for 2014

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In 2014, mutual fund investors will be hit with the largest capital gains distributions since the financial crisis in 2008. As a mutual fund shareholder even if you did not sell one share of your fund you will be faced with an unexpected tax bill. Mutual fund investors and brokers tend to pay attention to […]

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Long Island Business News Q&A with Charles Massimo

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Q&A: Charles Massimo, CJM Wealth Management By: Claude Solnik January 5, 2015 Charles Massimo went from big Wall Street firms to being the CEO of CJM Wealth Management in Deer Park, managing $300 million today. He talked with us about why he left Wall Street and how to best invest with or without an adviser. […]

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401K Video Reno 911

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Happy New Year

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“ The great law of culture is: let each become all that he was created capable of being; expand, if possible, to his full growth; and show himself at length in his own shape and stature, be these what they may.” – Thomas Carlyle

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Second Quarter in Review

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Charles Massimo, President and CEO of CJM Wealth Management, does his quarterly review of the market. Q2 Market in Review

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Client Heartbeat

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CJM Wealth Management is attuned to its client’s needs. We are always an email or phone call away and once a year we send a quick survey to our clients to gauge their overall impression of us. We use this survey as a tool to better serve our clients. Please click the following link to […]

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Wealth Preservation

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At CJM, We understand that sustaining your assets is as important as building your assets itself.

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The Wall Street Journal

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Discovery Meeting

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Deep Diversification

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Since we can never know which asset classes are about to “outperform” others, and which will fade away, diversification is a way to spread the risk and reward both within and across asset classes. Broad diversification eventually captures the full ride of all asset classes, but with a certain degree of muted volatility at any […]

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Wealth Protection

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We safeguard your assets from being unjustly taken by potential creditors and litigants.

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The New York Times

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Investment Plan Meeting

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Nominal Fees

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In a 2008 study, the Dartmouth economist, Kenneth French, estimated that the costs of active management based on fess amounts to $100 billion annually. Over long time periods, high management fees and expenses can cause a significant drag on wealth creation. We offer structured investing which paves the way to nominal fees.

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Wealth Transfer

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“We make a living by what we get, but we make a life by what we give” – Sir Winston Churchill At CJM, we ensure that your loved ones are well taken care of.

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Fox Business

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Mutual Commitment

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Business News

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45 Day Follow Up Meeting

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Broad Asset Allocations

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Timing and selection have very little impact on the portfolio returns in the long run. Asset allocation is a far greater determinant. Asset allocation is the long-term mix of stocks, bonds and cash. Otherwise known as “owning the market in slivers”, asset allocation involves purchasing almost every security in an asset class so as to […]

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