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What is a Distribution?

Each year, a mutual fund is required to pass through essentially all income earned (dividends) and capital gains to shareholders, after the expenses of running the fund are paid. Capital gains distributions are normally paid at the end of a calendar year, whereas income distributions are normally paid on a monthly or quarterly basis. Distributions…

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What is a Dividend?

A dividend is a payment to shareholders made by a company from its profits or cash reserves. In fact, the word comes from the Latin, dividendum, meaning thing to be divided. Dividends can be received either in cash or shares or stock, paid quarterly, semi-annually, annually or sometimes monthly. However, dividends are dependent on the…

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What is Liquidity?

Simply, liquidity is the concept of how easily an asset or security can be converted into cash without losing its value. As you might expect, cash is the most liquid asset. On the other end of the spectrum, real estate can be the most illiquid asset given the amount of time involved in selling and…

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What is Volatility?

All securities such as stocks, bonds or mutual funds, experience daily price movements. Volatility is the rate and degree at which a security’s price fluctuates. Importantly, volatility does not take the direction of a price movement into account, just the degree of variation of the asset’s price. Therefore, if volatility is said to be high,…

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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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