Markets can be volatile. Consider what happened in March 2020 over the global coronavirus outbreak. It only took 22 trading days for the S&P 500 to fall 30% from its February record high.1 This downturn was the fastest decline in market history. Often, we have found that these declines have reversed course naturally and, generally,…
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….
Listen to a quick, 3-minute summary featuring the market and economic news for February 2025. Highlights include: Volatility resurfaced as the broader equity markets declined. In general, larger companies fared better in the month than their smaller counterparts, and value-oriented companies outperformed their growth peers across all market capitalizations. Top-performing S&P 500 sectors included Consumer…
With everything going on in our lives, everyone can always use a helpful checklist to make sure they remember to keep things moving, accomplish what they plan to accomplish, and not put important decisions on the back burner. This is especially true when it comes to being tax-smart about your investments. It’s probably the last…
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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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