Featured

Why Tax-Loss Harvesting Is A Good Idea

Over the last few weeks, the CJM team has been busy rebalancing our client portfolio’s and tax loss harvesting. So what exactly is tax-loss harvesting? It’s basically realizing a capital loss while maintaining the same exposure. For instance, if in your portfolio, there is a US equity fund with a $50k loss, you can sell...

What Exactly Is Security? Do You Feel Secure…

Something to think about – here’s a paradox: 1- We all know people who have more money than they will ever need, but are totally insecure. 2- We all know people who have almost nothing, but are totally secure. The conclusion this forces me to draw is that if security exists at all, it is...

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 Wealth Management

What Is A Behavior Investment Consultant & Why It Should Matter To You

When I first decided to get into the business of advising and guiding clients as it relates to their family’s financial future and security, I read a book from Nick Murray titled, Behavior Investment Counseling. That book had a lasting and powerful impact on my life and my business. It’s how I shaped CJM Wealth...

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...

Sequence-of-Returns Risk & What You Should Know

Do you find yourself worried as you near retirement that you will run out of money in the future? Usually, at this time, retirees or soon-to-be retirees begin to think about their reliability of income aka ROI. Before you look at your options, we thought we should help as you plan on generating your retirement...
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.
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