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Market Performance Over Time
In 22 of the last 40 years, the market dipped by double digits — but still ended the year in positive returns 75% of the time4.
Whether you're new to investing or have years of experience, we have a strategy for you.
Whatever you're looking forward to — like more time for family, travel or pursuing a lifelong passion — we'll help you define what you want and how to make it happen.
You can pay for school in a number of ways, from investing to financial aid. We'll help you understand your options and what's best for your family.
We'll help you put a thoughtful strategy in place so you can meet each of your short- and long-term goals, from growing your wealth to estate planning.
The Power of Compound Interest
Assuming a 6% return, investing just $200/month from ages 25 to 65 could net a portfolio worth $393,7005.
Assuming a 6% return, investing just $200/month from age 35 to 65 could net a portfolio worth $201,1005.
Assuming a 6% return, investing just $200/month from age 25 to 35 could net a portfolio worth $192,6005.
Assuming a 2% return, investing just $200/month from age 25 to 65 could net a portfolio worth $147,9005.
87K
Here's how much more you could save for college if you start setting aside $500/month when your child is born, compared to starting at age six.6.
6/10
Across the market, six of the best 10 days occurred within two weeks of the 10 worst days. As you’re saving, just remember: the market ebbs and flows4.
FROM OUR CLIENTS
“Our team didn't help us dream bigger. They helped us see that our big dreams were attainable.” †
Mark & Rise
JP Morgan Wealth Management Clients