In 2022, nearly 60% of U.S. households owned stocks, which is the highest rate recorded.1 This interest in the stock market is a positive trend as investors may be recognizing that stocks have historically outperformed other asset classes, albeit with periods of volatility along the way. However, there can be a vast difference in investing…
Listen to a quick, 3-minute summary featuring the market and economic news for the month of February. Katharine E.W. Dudley, AIF®
Prior to 2024, 529 Plan funds could only be used to pay for qualified expenses (e.g., tuition, books, computer, and room/board). If the account was overfunded, if a child received a full scholarship covering their cost of college, or if they decided not to attend college, there was no way to get the extra money…
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 2024 to continue on the path to a more secure financial future: Review how much you saved and invested in 2023. Did you make progress toward…
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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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