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The Importance of a Trusted Contact

When opening a new account or updating your account information, you may be asked to provide a Trusted Contact. Although not required, it may be a wise decision to name someone you trust as a contact on your investment account. Who is a Trusted Contact? A Trusted Contact is someone you authorize your financial firm…

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Planning for the Unexpected – 4 Questions to Ask about Emergency Savings

Life can be unpredictable with unplanned events arising when we least expect it. Whether it’s a layoff, vehicle or house repair or medical emergency, being prepared for the unexpected helps alleviate stress and unwanted debt. Building up an emergency fund over time provides that extra layer of comfort and protection. Here are 4 common questions…

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529 Plans – A Potential New Wealth-Building Tool

The Securing a Strong Retirement Act (SECURE 2.0) that passed on December 29, 2022, brings major changes to retirement savings accounts. One important provision, effective in 2024, is the ability for a beneficiary of a 529 plan to transfer the plan’s funds into their own Roth Individual Retirement Account (IRA) without paying taxes or penalties….

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An Optimistic Start to the 2023 Market

Listen to a quick, 3-minute summary featuring the market and economic news for the first quarter of 2023. Katharine E.W. Dudley, AIF®

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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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