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Starting a Young Child’s College Fund

It is never too early to start saving for college. Everyone wants their child to succeed and have the best education possible. However, college is expensive, and the costs continue to rise. In fact, college costs have exceeded the inflation rate for the past decade. Assuming an annual increase in tuition and fees of 6%,…

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Health Savings Account: A Tax-Advantaged Tool for Your Medical Expenses

Looking for a powerful financial tool when paying for current or future healthcare expenses? Consider a Health Savings Account (HSA), which is available to those in a high-deductible health plan (HDHP). Three benefits of an HSA account: Tax Advantages: Contributions may reduce gross income and have current tax advantages; investment growth is tax free and…

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Stay the Course in Volatile Times

With the market’s volatile start to the year, it’s understandable why investors may be concerned. This continued volatility is primarily due to persistent inflationary pressures, higher commodity prices and the recent geopolitical crisis. When it comes to long-term investing, it’s often the fear of the unknown that causes individuals to make emotionally based decisions that…

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Focus on the Long Term During Periods of Short-Term Market Volatility

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

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