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Fundamentals of Finance

Save the Date: Fundamentals of Finance for the Next Generation

Our exclusive seminar will help introduce the next generation of investors to the world of personal finance, providing education and best practices on a variety of topics.

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. 

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.
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.

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.

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.

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...

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.
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