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A Second Year of Outsized Stock Performance

Listen to a quick, 3-minute summary featuring the market and economic news for 2024. Highlights include: Equities finished another year in a row with outsized returns. Last year was memorable for other reasons as well. In November, the S&P 500 closed above 6,000 for the first time, in December, the Dow Jones Industrial Average closed…

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It’s Tax Season – Time to Get Tax-Smart

Although tax day comes around once a year, don’t let a deadline catch you unaware. There are a number of ways throughout the year that you can reduce your tax burden while pursuing long-term financial goals like retirement, a college education for your child or investing for current income. Be Tax-Smart When Saving for Retirement…

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Retirement Milestones

Plan Your Retirement by Your Birthday Milestones

Your birthday is a once-a-year occasion. It’s a day on the calendar you never forget, as you celebrate with loved ones, open a few presents, and enjoy a slice of birthday cake. Use this momentous event to help you remember what important steps to take in planning your retirement: Are you in your 50s? Now…

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One Way to Save for Future Health-Care Costs

When many investors save for retirement, we think of being able to afford our future living and traveling expenses. It’s also wise to consider our future health-care costs. One way to cover those future health-care expenses is through a tax-advantaged retirement vehicle called a Health Savings Account (HSA). An HSA is a savings account and…

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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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