According to a 2022 survey of 6,000 U.S. households, about 60% said they have received, plan to get, or intend to give inheritances compared to 46% recorded seven years prior.1 Withdrawing an Inherited IRA Anyone can inherit an Individual Retirement Account (IRA). Depending on your relationship with the original account owner and when that person…
Investors who have accumulated assets in a Traditional Individual Retirement Account (IRA) or other tax-deferred vehicles such as a SEP IRA, Traditional 401(k) or 403(b), could be eligible to convert part or all of those assets to a Roth IRA. A Roth conversion can be an especially helpful planning tool for those whose income has…
When you first hear the word “cash,” what may come to mind are the bills in your wallet. However, within the context of your overall investment portfolio, cash encompasses a much broader definition, including cash-equivalent securities. Impact of interest rate hikes From March 2022 through July 2023, the Federal Reserve raised interest rates 11 times,…
Listen to a quick, 3-minute summary featuring the market and economic news over the first six months of the year . Highlights include: In the first six months of 2024, the S&P 500 Index of the largest U.S. companies increased 15%, the Nasdaq rose 17%, and the MSCI World Index climbed nearly 12%.1 There was…
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
Important Notice
You are now leaving the Jemma Financial Services website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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.
This will close in 0 seconds