The beginning of the year is a good time to make sure you are on your way to meeting your financial goals. Take these smart financial steps in early 2025 to continue on the path to a more secure financial future: Review how much you saved and invested in 2024. Did you make progress toward…
Listen to a quick, 3-minute summary featuring the market and economic news for January 2025. Highlights include: Stock performance continued to be strong in January. Top-performing S&P 500 sectors in January included Communication Services, Health Care and Financials. Information Technology fell nearly 3% on news that Chinese artificial-intelligence (AI) upstart, DeepSeek, said its AI model…
The following are questions Jemma Financial is often asked with regard to investing in retirement and health savings accounts. Can I contribute to a Traditional or Roth IRA if I have a 401(k) or 403(b)? Yes. Having a workplace plan such as a 401(k) or 403(b) does not affect your eligibility to contribute to a…
When it comes to long-term investing, it’s often the fear of the unknown that causes individuals to make emotionally based decisions that may have detrimental effects on their portfolio. Below are three strategies that may help when markets get volatile: The Importance of a Diversified Portfolio Times of increased market volatility come as an important…
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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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