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Four Factors to Consider When Selecting Target Date Funds

Part of the plan governance process for employer sponsored plans is selecting and monitoring a suitable target date fund series for your plan participants. Target date funds are known for their simple automated approach and dynamic asset allocation. In fact, approximately $1.8 trillion is invested in target date funds1 and 98% of 401(k) plans have…

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FDIC Insurance—What is It and Why is It Important?

“Since the founding of the Federal Deposit Insurance Corporation in 1933 no depositor has lost a penny of FDIC-insured funds.” FDIC.gov The FDIC (Federal Deposit Insurance Corporation) is an independent agency of the U.S. government. This agency was created 90 years ago to protect bank depositors against the loss of their insured deposits if an…

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Saving for Retirement: Consider Your Long-Term Care Needs

When saving for retirement, many of us envision spending our money on our future beach home or round-the-world travel. However, most underestimate healthcare expenses as we grow older. In fact, approximately 70% of those aged 65 and older require a form of long-term health care at some point during their lives.1 Often, long-term care is…

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Social Security: Four Common Misconceptions

Myth – Social Security is running out of money or will become bankrupt. The U.S. Social Security Administration cannot run out of money. According to the Social Security Administration, even if Congress allowed the trust fund reserves to deplete, continuing income would cover 80% of the scheduled benefits in 2035 and 75% of scheduled benefits…

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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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