CJM Wealth Management Blog.

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

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...

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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...

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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...

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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 covered...

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Recession Proof Your Portfolio With Discipline

We ran across an article on the New York Times’ web site the other day that posses an intriguing scenario. What if your fairy godmother had appeared on Jan. 1, 2000 and told you that over the coming decade, there would be two recessions, high unemployment and a global...

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The DOMA Ruling will Affect Wealth Management

In a recent landmark decision, the Supreme Court drastically changed the way the federal government looks at gay rights. In fact, the ruling on DOMA directed it to begin providing equal treatment to same-sex spouses and allow gay marriages in California to resume....

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Insurance that pays

I was recently quoted in an article called, “The DIY Approach to small business insurance,” which I thought did a great job of highlighting the tremendous wealth accumulation and tax minimization opportunities that can come with creating a captive insurance company...

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408(b)2 & 404(a)5: Sticker Shock!

I’ve gone to great lengths to prepare business owners, plan sponsors, benefits committees and trustees, for upcoming Department of Labor regulations, 408(b)(2) and 404(a)(5).  Even with the possibility of 401k lawsuits, cumulative penalties from the IRS and DOL fines,...

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