CJM News

As Seen On Forbes: What You Should Know About Sequence Of Returns And Why

It is so important to think in advance about your retirement lifestyle and how much income you will need to maintain that lifestyle before you retire. Usually, before people hit retirement, they may think about what options they have and how to attain the financial goals they have set for themself and their families. In...

New Webinar Alert! How To Invest During Times of Prosperity, Armageddon & Everything In-between

Does COVID 19 have you rethinking your retirement? Have you created your own income plan for retirement? Most investment plans fail because successful individuals focus on only growing their portfolio, but forget about how to plan on efficiently distributing income from their portfolio throughout retirement. Let us help you get on track during our upcoming...

The Benefits of Innovator ETFs

Based on our webinar a few weeks back, please watch this short video to learn the benefits and what we discussed with Innovator ETFs. The benefits of the product include: * Defined downside buffer levels * Exposure to upside performance of an index to a cap * Low cost, flexible, liquid, tax-efficient and transparent *...

Getting Ahead vs. Having Enough

Have you been trying to get ahead? I know I have been. It’s hard not to. Sometimes I feel like I need to. But there are a few problems with “getting ahead.” Ahead of who? At what expense? Can you get ahead without someone else getting behind? How far ahead? When can you stop? How...

What Is The Best Way To Manage Market Volatility?

Usually, when equity markets decline it gathers momentum, as we have seen of late, to the delight of financial journalism, which seems to always want to harp on the negativity and never look for the positive. The current market environment, as scary as it seems, is consistent with the later stages of a decline. At...

Webinar Recap and Video: Dr. Ivy Marcus & Managing Your Anxiety During A Pandemic

Many people are feeling extremely anxious about everything going on in the world today. We would like to thank Dr. Ivy Marcus for sharing her thoughts and expertise on how to cope and manage anxiety during this uncertain time. Please find some key learnings from the webinar below! You can also find a full version...

CJM’s Interactive Financial Tool

Are you concerned that your retirement planning has gone off track? If so, please find an overview of CJM’s interactive financial tool below. This important tool will allow us to work together to make sure you continue to stay on track to meet all your financial and life goals.

Long-Term Investors, Don’t Let a Recession Faze You – Dimensional Fund Advisors

With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun.1 From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be...

10 Ways CJM is Helping our Clients during the COVID-19 Pandemic

With a market decline of nearly 30% in just a few weeks as the coronavirus pandemic expands and amidst eye-popping daily market volatility, here are 10 ways CJM has been helping our clients during this time.  Our goal is not only to assist our clients but to have a lasting impact as we come out...

The Government Stimulus and What You Need To Know

The Government Stimulus and You: How to access benefits—and how we can help.  Soon, $2 trillion is expected to go to help people and businesses impacted by the COVID-19 pandemic. The government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest package of its kind in U.S. history. To access the full document...
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