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S&P 500 Has Best Month Since 2020

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

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Smart Money Decisions When Markets Decline

Many investors wonder what actions they could take when the market is down—but many only think of getting out of the market during a decline. While it may be difficult to see a decline in your account balance, in the short run, there are some actions to consider during this time that could put your…

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Keep History in Mind When Stocks Get Volatile

Stocks had the worst first half of the year in over 50 years: The S&P 500 fell 20% in the first six months of 2022. While no one knows how the stock and bond markets will unfold over the coming months, keep history in mind. 1 Bear markets happen but they tend to be short-lived….

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: Inflation has caused Americans’ living expenses of $50,000 in 1983 to go up to $133,527 in 2021, an increase of more than 160%. In other words, $100 in 1983 was worth only $37.45 in purchasing power of goods and services in 2021.1 Nearly 25%…

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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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