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U.S. Economy Remains on Solid Footing

Listen to a quick, 3-minute summary on September’s market and economic news from Jemma Financial. Katharine E.W. Dudley


Impressive Market Results So Far in 2021

Listen to a quick, 3-minute summary on August’s market and economic news from Jemma Financial. Katharine E.W. Dudley

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How Charitable Giving is for Everyone

Giving to charity is a personal decision. It reflects your values and interests while making an impact to a cause. It does not matter how large or small the donation is, and no charity is more important than another. Many people may think charitable giving is only for those who are wealthy. Everyone, regardless of…

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The Importance of Updating Beneficiary Designations

Every year, Americans leave financial assets to unintended heirs due to outdated beneficiary designations. Yet, there’s a simple solution. Over a lifetime, many people open multiple savings accounts, insurance policies, annuities, investment accounts, Individual Retirement Accounts (IRAs), and 401(k) or 403(b) accounts. When filling out the paperwork for these accounts, you are asked to designate…

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