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A Second Year of Outsized Stock Performance

Listen to a quick, 3-minute summary featuring the market and economic news for 2024. Highlights include: Equities finished another year in a row with outsized returns. Last year was memorable for other reasons as well. In November, the S&P 500 closed above 6,000 for the first time, in December, the Dow Jones Industrial Average closed…

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Quick Reference Tax Guide

Do you have questions about contribution limits, Individual Retirement Account (IRA) phaseouts or capital gains rates? The following infographic covers key tax rates and income limits so you can prepare accordingly in the coming tax year. Download the Infographic

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Stocks’ Strongest Monthly Performance of the Year

Listen to a quick, 3-minute summary featuring the market and economic news for the month of November. Highlights include: Stocks had the best month of 2024 in terms of performance. Across market capitalizations, small- and mid-cap growth stocks rose more than their larger counterparts in the month. Consumer Discretionary stocks rose 13% on average followed…

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First Monthly Market Decline Since April, Yet the Economy Remains Strong

Listen to a quick, 3-minute summary featuring the market and economic news for the month of October. Highlights include: In October, stocks across the board declined about 1% after five months of positive returns. The change in direction was due primarily to uncertainty ahead of the U.S. presidential election and the Federal Open Market Committee…

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IMPORTANT NOTICE

You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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