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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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Strong Finish to the First Half

Listen to a quick 3-minute summary featuring what happened in the market and how it affects your finances. Highlights include: The S&P 500 recovered all of its first-quarter losses and finished the first half of the year at a new record high, returning approximately 10% year-to-date and 22% over the trailing year ended June 30,…

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The Financial Aspects of Weddings

Weddings are one of life’s most meaningful milestones—and often a significant family expense. Understanding the costs can help you make informed decisions and incorporate wedding funding into your overall financial plan. Download the Infographic

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Stay the Course in Volatile Times

When it comes to long-term investing, it’s often the fear of the unknown that causes individuals to make emotionally based decisions that may have detrimental effects on their portfolio. Below are three strategies that may help when markets get volatile: The Importance of a Diversified Portfolio Times of increased market volatility come as an important…

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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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