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What is a Mutual Fund?

A mutual fund is a type of investment that allows you to buy a collection of stocks, bonds or other securities as opposed to investing in one individual company at a time. Through a mutual fund, money is pooled together and professionally managed on your behalf, sparing you the burden of having to research, purchase…

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What is the Dow?

The Dow Jones Industrial Average—the DJIA or Dow, for short—is one of the most quoted indices in financial media. Since its creation in 1896, the Dow has been a measure of stock performance and U.S. economic health. However, despite the Dow’s daily mention on financial news, many Americans don’t know the level of the Dow….

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What is Beta?

Investing in securities such as mutual funds inevitably involves daily price movements. Understanding these up and down price movements—also known as volatility—can help when deciding among mutual funds as well as figuring out your level of comfort with a mutual fund’s potential future volatility. There are various ways to calculate volatility, including metrics such as…

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What is the S&P 500?

The S&P 500 Index tracks the prices of 500 leading U.S. companies that have shares listed on the New York Stock Exchange or the Nasdaq. Companies in the S&P 500 are considered to be large, prominent companies in leading industries and widely held by investors. Many are well-known businesses with services and products that many…

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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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