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Financial Wisdom Newsletter

Read our quarterly newsletter for the latest on the market as well as everyday tips on investing and saving for retirement to make smarter financial decisions. 

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Stocks Experience Strong First Half

Listen to a quick, 3-minute summary featuring the market and economic news over the first six months of the year . Highlights include: In the first six months of 2024, the S&P 500 Index of the largest U.S. companies increased 15%, the Nasdaq rose 17%, and the MSCI World Index climbed nearly 12%.1 There was…

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May Gains in Stocks

Listen to a quick, 3-minute summary featuring the market and economic news over the past month. Highlights include: The S&P 500 Index of the largest U.S. companies rose nearly 5%, the strongest monthly performance since May 2009.1 Of the 11 sectors in the S&P 500, Information Technology and Utilities were the best performers in May,…

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DIY Retirement Savings Plan

Did you know that only one-third of small employers offer a retirement plan?1 With nearly half of Americans working for small businesses2, many individuals could be unprepared to retire. If your employer doesn’t offer a 401(k) or 403(b) plan, there are other ways to build your retirement savings: Traditional or Roth Individual Retirement Account (IRA)….

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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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