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Keep up to date with all the latest financial news from CJM Wealth Management.

Attend the Special July 13th 401k Breakfast Seminar

New Serious Risks For Employee Benefit Plan Sponsors- Learn New Strategies To Minimize Exposures & Maximize Plan Participants Retirement Readiness DOL 401(k) Crackdown Workshop                                           Sponsored By CJM Wealth Management & Long...

Charles Massimo Quoted in US News & World Report

  Do Actively Managed Funds Really Pay Off for Investors? MORE By Jeff Brown | Contributor April 14, 2016, at 9:00 a.m. It's like yin and yang, animals versus plants, name brand versus generic. It's the long-running struggle between actively managed mutual funds...

Charles Massimo Featured in Long Island Business News

Charles Massimo: Clients need to look out for their own interests and make sure the adviser has no conflicts. New regulations address conflicts for advisers By: Claude Solnik April 18, 2016 Financial advisers often face a dilemma beyond deciding which is the best...

New 401(k) Rules

New Serious Risks For Employee Benefit Plan Sponsors- Learn New Strategies To Minimize Exposures & Maximize Plan Participants Retirement Readiness Sponsored by CJM Wealth Management &             Long Island Autism Communities   Attend Our Special 401(k)...

Mitigating Mayhem

Mitigating Mayhem By: Bernadette Starzee February 8, 2016  With nearly $8 trillion wiped out from world stock markets in the first few weeks of this year, Long Islanders have seen their retirement funds and other investments take a nosedive. With continued volatility...

Who’s Minding the 401(k)?

As seen on WorkForce.com: The Supreme Court ruling expands the rights of employees to sue their employers for failing to be diligent in the monitoring of their retirement plans — CJM Wealth Management CEO Charles Massimo weighs in: “401(k)s are a huge profit center...

Charles Massimo in US News & World Report

CJM Wealth's CEO Charles Massimo was interviewed in US News & World Report: Just because corrections are unpleasant and worrisome, investors should not feel compelled to shuffle around their holdings, says Charles Massimo, CEO of CJM Wealth Management in Deer...

DOL 401(K) Crackdown Workshop

Join Us: DOL 401(K) Crackdown Workshop Department of Labor to Begin 401(k) Crackdown. Attend Our 401(k) Need to Know Now Breakfast Workshop Wednesday, October 21, 2015, 8:00 – 10:30 AM The Inn at Fox Hollow 7755 Jericho Turnpike, Woodbury, NY 11797 Featuring Leading...

“In his acclaimed first book, Getting Off The Street – Sane Investment Advice from One of the Nation’s Leading Wealth Managers, Charlie Massimo shows us how to cut through the clutter and focus on the key ingredients of investment success.”

Weston Wellington

Vice President, Dimensional Fund Advisors