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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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The Financial Aspects of Purchasing a Home

To many Americans, owning a home can symbolize financial success and stability. Looking over the past several decades, the U.S. homeownership rate has been as low as 62% in 1965 to as high as 69% in 2004, and at the end of 2023, was over 65%.1 In the following infographic, Jemma Financial looks at how…

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Traditional vs. Roth IRA: Which one is best for your situation?

An Individual Retirement Account is an important part of your overall financial plan as it offers a way to save for retirement with tax-free growth or on a tax-deferred basis. When opening an IRA, you can choose between a Traditional IRA or a Roth IRA. The following infographic helps you decide what’s best for you….

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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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