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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: A survey of 2,622 respondents revealed that the Great Resignation was still on the minds of many, with 51% still considering quitting their current job. Of those who did quit and had a 401(k), 21% said they cashed it out.1 Three out of four…

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Stocks Rebound in March

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


Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: The average 401(k) balance of $130,700 in the fourth quarter of 2021 was up 4% from the third quarter and up 8% from a year ago.1 A survey of 1,162 workers revealed that when they need to make a financial decision, 58% responded that…

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Are You in Baltimore? Join Us for Coffee & Conversation

March 30, 2022  |  9:00 AM – 10:00 AM 810 Gleneagles Court, Suite 109, Baltimore, MD 21286   You and a guest are invited to Jemma Financial’s “Coffee & Conversation” Series. Join us for a hot cup of joe, light fare and discussion where we dissect the latest investment buzzwords and what they mean to…

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