CJM Wealth Management Blog.

Keep up to date on all the latest financial news and opinion from the leading experts in Active Indexing.

Portfolio Endurance

The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through... read more

Getting Off the Street – Book Available Now!

Getting Off the Street is the investment guide Wall Street hopes you’ll never find. Told with warmth, clarity and wisdom, this book will help you build common-sense portfolios to achieve your financial goals and build the life you desire. Instead of advice that only... read more

Long Island Business News Q&A with Charles Massimo

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... read more

Happy New Year

“ 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... read more

Client Heartbeat

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... read more

America’s 2014 Select Financial Advisors

Melville, NY, February, 3, 2014 – Conquest Press has named Charles Joseph Massimo to their ‘2014 America’s Select Financial Advisors Book’. The nation’s top financial advisors were invited to apply for acceptance in this book. These Financial Advisors are among the... read more

Investing trends for 2014

The start of a new year is always a good time to evaluate your financial plan and (pun intended) take stock of your investments. Of course, there is no one-size-fits-all approach to managing money, and following fads is rarely advisable. But, being aware of how... read more

DFA: A Different Dimension

For over 10 year I have enjoyed a successful and productive relationship with Dimensional Fund Advisors (DFA), while helping provide my clients with the most consistent and prudent investment experience possible. Attached is the most recent article on DFA featured in... read more

More Firms Choosing Captive Insurance

CJM Wealth Management was recently featured in the LIBN for the topic of captive insurance. Why should businesses let insurance companies capture the profits of high premiums when creating their own captives can cover certain claims that wouldn’t normally be... read more