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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...

What Happens As Volatility & Uncertainty Spikes Over The Next Few Months

When I first got into the industry of advising clients, my first impression and thought process was that I had to be a great stock picker, and/or shoot for the highest possible returns for my clients…but at 22 years old what did I know. What really transformed my entire thought process for my career was...

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...

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.
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