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Stay Invested to Capture the Best Days

At the beginning of 2020 with the coronavirus pandemic essentially shutting down the economy, the stock market experienced extreme volatility. In March, the S&P 500 Index had two of its worst days since 2008 but was quickly followed by its best day since 2008. What should long-term investors do in times like these? The key…

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Investing In You

  Don’t you wish that planning and funding a successful retirement was an easier process? Unfortunately, far too many people can be confused and have many unanswered questions and, if not properly addressed, can greatly impact their dreams of a fulfilling retirement. If you are like many professionals who have multiple retirement accounts and no…

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Consolidating Your 401(k) Accounts

Changing jobs has become the norm rather than the exception. According to the Bureau of Labor Statistics (BLS), college-educated Baby Boomers on average held about 12 jobs from the ages of 18 to 48. Women with the same educational level held nearly the same number of jobs as men despite experiencing more career interruptions due…

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New Job? Don’t Leave Your 401(k) Behind

You’ve just accepted a job at another company and you’re probably focused on the opportunities and challenges ahead. Before you devote all your time and energy on making a positive first impression, find the right place for your 401(k). Fortunately, you have several options. If you have at least $5,000* in your account, you may…

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Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.