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How the Market Decline Presents Opportunity

Listen to Jemma Financial’s 3-minute Market Update featuring market and economic news covering the first half of 2022. Katharine E.W. Dudley, AIF®

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S&P Ends Its 7-Week Losing Streak with Its Best Week in 2 Years

Listen to a quick, 3-minute summary on May’s market and economic news from Jemma Financial. Katharine E.W. Dudley, AIF®

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: According to a recent survey, workers’ most frequently cited retirement fears are outliving their savings and investments (42%), declining health that requires long-term care (39%), a reduction in or elimination of Social Security in the future (38%), and possible long-term care costs (34%).1 In…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: In the last five years, the number of health savings accounts (HSAs) has grown more than 60% and the number of assets has grown by 250%. In 2020, the average balance for HSA accounts with invested assets was $22,496.1 Defined contribution plan participants’ loan…

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