Financial News Articles.

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

Retaining and Building Wealth When You Sell Your Healthcare Practice

For doctors, dentists and other healthcare professionals, making the decision to sell their practice is wrought with many emotions, pitfalls and opportunities. Putting the emotions aside, how they proceed from the perspective of avoiding negative tax consequences,...

Building & Preserving Your Wealth

We have all heard of people about whom it is said, “He or she just can’t seem to hold onto their money.” We also know of very wealthy people who fall in this category and who have lost fortunes. Many of them are those who become suddenly wealthy – professional...

Q&A: Charles Massimo, CJM Wealth Management

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. LIBN...

Author Talks About ‘Getting Off The Street’

His debut book, called “Getting Off The Street – Sane Investment Advice from one of the Nation’s Leading Wealth Managers,” is less about his physical escape from Wall Street, and more about an escape from the attitudes and motivations of typical Wall Street money...

CJM Wealth—In The Press

Wealth Manager and Author Charles Massimo will speak and sign his new book Getting Off The Street: Sane Investment Advice From One of the Nation’s Leading Wealth Managers at the prestigious Book Revue in Huntington, NY on Monday, December 8th, 2014 at...

Newsday

Parents of special-needs children face a special set of emotional and financial challenges. With extraordinary medical expenses, many families drown in debt. And two huge questions haunt parents: “Who will care for my child when I go? Where will they live?” says...

PR Newswire

Charles Massimo, president and CEO of CJM Wealth Management (www.cjmwealth.com, Deer Park, NY), has authored his first book, Getting Off The Street – Sane Investment Advice from one of the Nation’s Leading Wealth Managers. In the 96-page independently published book,...

Physician’s Money Digest

In this article, physicians learn why building wealth through the stock markets is much easier than they think if the right foundation, guidance and structured investing is in place, and they understand the investment risks that are worth taking.

The Long Island Business News

Some companies have started to make 401(k) matching contributions in a lump sum at the end of the year rather than every pay period. That change benefits employers more than it does employees, as Charlie explains in this article from Long Island Business News.

The Long Island Business News

Some companies have started to make 401(k) matching contributions in a lump sum at the end of the year rather than every pay period. That change benefits employers more than it does employees, as Charlie explains in this article from Long Island Business News.

“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