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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. 

Fall 2021 Newsletter

Autumn is a season of change, with the cooler weather and changing leaves. If it’s a season of change in your life due to retirement, a new job, divorce or a new marriage, it often affects your financial plans. In the Fall edition of FINANCIAL WISDOM, we cover topics such as how the U.S. economy remains strong, an introduction to cryptocurrency, and the benefits of consolidating retirement accounts. Click here to download the PDF.   ➤

Summer 2021 Newsletter


Whether changes have been precipitated by personal or financial circumstances, many Americans are rethinking what they do for a living, where they live, who they live with, and what they want to do with their money. In the Summer edition of FINANCIAL WISDOM, we give you a market update, the financial impact of a “gray divorce”, and tips and benefits for making charitable contributions among other helpful topics. Click here to download the PDF.   ➤

Spring 2021 Newsletter


Our goal at Jemma Financial is to help you and your family make the most of your money in an ever-changing world. In the Spring edition of FINANCIAL WISDOM, we explore several money tips and answer questions such as what’s driving the positive market performance and the continued improvement in the economy. Click here to download the PDF.   ➤

Winter 2021 Newsletter


While January is National Financial Wellness Month, Jemma Financial wants you to better understand issues that impact your financial well-being all year long. In the Winter edition of FINANCIAL WISDOM, we help you stay on the path of meeting your investment goals with a recap of the markets’ 2020 activity, the importance of portfolio diversification, and other topics. Click here to download the PDF.   ➤

Fall 2020 Newsletter


To say the year 2020 has been an eventful one is an understatement. For many, 2021 will be a welcomed turning of the calendar. As we enter the last months of the year, we hope you are able to focus on what’s most important to you. In the Fall edition of FINANCIAL WISDOM, we keep you informed on the markets and other financial trends. Click here to download the PDF.   ➤

Summer 2020 Newsletter


While it’s been a different kind of summer in many ways, some things remain the same, including meeting your financial goals. In the Summer edition of FINANCIAL WISDOM, we address those needs. Click here to download the PDF.   ➤

Spring 2020 Newsletter


While maintaining good health is everyone’s #1 priority, the importance of financial health has taken on a new meaning during these challenging times. In the Spring 2020 edition of FINANCIAL WISDOM, we address your financial health, provide insight on the current economic environment, what happens when you miss out on a few good days in the market and how to cope with daily volatility, among other topics. Click here to download the PDF.   ➤

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