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 what happened in the market and how does it affect your finances? Highlights include: 2025 was a very strong year for investors, with gains across equities, fixed income, and commodities. During the year, the S&P 500 Index increased nearly 18%, the tech-heavy Nasdaq was up 21%, and the…
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,…
Expecting to turn 64 or 65 in 2026 or know a family member or friend who is? Watch the 20-minute discussion between Jemma Financial’s Katharine Dudley and Randy Hart, CEBS, President of Hart Benefits Consulting. Randy has over 35 years of employee benefits experience including Medicare navigation. Our Webinar covers: The “ABC+Ds” of Medicare Supplemental…
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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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