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Three Quick Retirement Facts

Below are three retirement facts we thought you would find interesting: A recent survey revealed that just under half of workers feel they are very likely to meet their retirement goals, which is fewer than last year. On average, workers think they need $1.7 million saved for retirement.1 Companies are recognizing that their employees have…

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Boost Your Retirement Account Savings in 2024

The upcoming year brings an opportunity to increase your retirement savings – 2024 marks one of the largest jumps in retirement account contribution limits. In fact, those who have access to a 401(k) or a 403(b) plan will be able to increase their maximum contributions of pretax wages by almost 10%. Here are the 2024…

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A Strong Market in October

Listen to a quick, 3-minute summary featuring October’s market and economic news. Katharine E.W. Dudley, AIF®

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What You Need to Know About MarylandSaves

The State of Maryland is mandating that employers offer access to a retirement plan in 2023. Here are the top 5 takeaways from Jemma Financial’s webcast on MarylandSaves, Maryland’s new state-sponsored workplace retirement savings program. Nearly one million private-sector employees in Maryland have no access to an employer-sponsored retirement savings plan. If your company meets…

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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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