CJM Blog

LIBN: Advice for Investors When Stocks Fall

CJM Wealth Management Founder and CEO Charles Massimo was featured on the cover of the Long Island Business News issue published today, March 6-12, 2020. In an article titled Taking Stock of the Virus, he explains “You have to maintain an allocation that is good for your needs and your time frame no matter what...

The Only Source of Knowledge is Experience

Early on in my career, in 1999 while at Merrill Lynch, I learned one of the most valuable and expensive lessons on investing. It’s a lesson that has stayed with me ever since, surrounding a mistake that I never intend to make again. Stay with me, and you will see the relevance, and how this...

Forbes: Five Simple New Year’s Resolutions for Business Owners

Setting small, short-term goals for the new year is an excellent way for business owners to create momentum, and it can help set the tone for the next 12 months.

Important Announcement Regarding CJM Portfolios

Over the next two days Dimensional Fund Advisors (DFA) will be declaring its capital gains distributions. What does that mean for your portfolio value?

An Interview with Samantha Gaspin, Founder of “The Traveling Board”

As part of our effort to engage the next generation of investors, we recently interviewed new business owner and CJM client Samantha Gaspin, founder of The Travelling Board.

Physicians: Don’t “Google” Your Financial Symptoms

Don’t “Google” your symptoms. We have all done it, even though we’ve been told not to, and although it’s typically said as a light-hearted warning, it’s actually really good advice.

Medicare Mistakes and Myths Uncovered

Whether you’re already enjoying retirement, or still within a few years of leaving the workforce, understanding the ins and outs of Medicare can certainly be confusing. Unfortunately, making just one mistake can truly cost you, so it’s important to be familiar with your plan, benefits, and the main rules and guidelines. Below, we have uncovered...

Women and Wealth: Taking Charge of Financial Hurdles

We’re often told to “prepare for the unpredictable.” Which really sounds like an oxymoron – how can you prepare for something that you never expected? But women, especially, need to prepare for life’s surprises, since studies have shown that they face unique hurdles. Women are impacted financially by longer life spans, greater healthcare costs, lower...

Volatility Worries

During a volatile market, it's important to remember that volatility is normal. We hope this video will be informative, and help give you peace of mind during what can be a very trying time.

A Note from Charlie: A Different Kind of Home Run

As financial advisors, we have absolutely no control over the direction of the markets. We take no credit for when they rise, and no blame for when they fall. However, we do have control over other very important things.
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