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...

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...

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...