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Retirement Milestones

Plan Your Retirement by Your Birthday Milestones

Your birthday is a once-a-year occasion. It’s a day on the calendar you never forget, as you celebrate with loved ones, open a few presents, and enjoy a slice of birthday cake. Use this momentous event to help you remember what important steps to take in planning your retirement: Are you in your 50s? Now…

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Coin with tree in mutual funds dollar-cost averaging concept.

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. During the week of March 9, 2020, the S&P 500 Index had two of its worst days since 2008 but was quickly followed by one its best days since 2008.1 What should long-term investors do…

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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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Nurse checking blood pressure of female patient

One Way to Save for Future Health-Care Costs

When many investors save for retirement, we think of being able to afford our future living and traveling expenses. It’s also wise to consider our future health-care costs. One way to cover those future health-care expenses is through a tax-advantaged retirement vehicle called a Health Savings Account (HSA). An HSA is a savings account and…

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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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