CJM News

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...

DFA Named One of Five Best-In-Class Fund Companies

CJM Wealth Management is proud to announce that Dimensional Fund Advisors (DFA) was named one of the best fund companies by Morningstar, in a recent, extensive study.

Small Business: How Will the SECURE Act Affect You

CJM Wealth Management founder and CEO, Charles Massimo, was featured in a recent Newsday article titled "Small Business: How Will the SECURE Act Affect You." The article discusses the new legislation which is aimed at encouraging small businesses to offer retirement plans. 

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.
CJM Team with Dr. Christopher Campese

CJM Wealth Management Attends PostGraduate Assembly in Anesthesiology

CJM Wealth Management recently attended the PostGraduate Assembly in Anesthesiology (PGA73). The event was a huge success, with thousands of anesthesiologists from all over the world in attendance, encompassing some of the brightest minds in the industry.

Seeking Investments? 14 Smart Ways To Stand Out

As a member of the Forbes Business Council, our CEO Charles Massimo shared some advice on how business owners can stand out when engaging with investors.

Should You Take Advantage Of A Charitable LLC?

Should you take advantage of a Charitable LLC? Although famously utilized by billionaires, this unique strategy is not just for the ultra-wealthy.
ABLE Accounts CNBC

CNBC On The Money Interview with Charles Massimo

CJM Wealth Management Founder and CEO joined Sharon Epperson and Rebecca Quick on CNBC's "On The Money” to discuss ABLE Accounts.

10 Habits Of Successful Business Owners

CJM Wealth Management Founder and CEO Charles Massimo recently wrote an article titled, “10 Habits of Successful Business Owners,” which was published on Forbes.com.

CJM Wealth Management Introduces Business Advisory Solutions Division

CJM Wealth Management is pleased to announce the launch of its Business Advisory Solutions Division – a new branch of the wealth management firm that aims to help successful business owners significantly reduce their overhead expenses, taxes, and exposure to risk.
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