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Calculating Your Net Worth – What’s It Worth to You?

There are lots of ways to take stock of your financial situation. For many of us, a quick look at our checking, savings and credit card accounts gives us a brief snapshot. But what if you’d like to dig a little deeper and learn a little more about your financial picture? Enter net worth, the…

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Consolidating Your 401(k) Accounts

Changing jobs has become the norm rather than the exception. According to the Bureau of Labor Statistics (BLS), college-educated Baby Boomers on average held about 12 jobs from the ages of 18 to 48.1 With multiple jobs at different companies, odds are you may have several 401(k) retirement plans with former employers. And with too…

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Take Charge of Your Financial Story

Sometimes when we read gender-specific statistics in the newspaper or our Facebook feed, such as women make less than men or more elderly females live in poverty compared to men, they may seem daunting. Our circumstances may seem similar, whether it’s related to our investment portfolio or our career, and we may feel that we…

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Are You Self-Employed? What to Know About Tax Time

These days, a growing number of workers do not have traditional full-time salaried positions. In fact, there were 58 million freelancers in the U.S. in 2021.1 If you’ve made or are making a transition to self-employment, in essence, you have become your own Human Resources and Payroll Department. Those notes on your old paystubs that…

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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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