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INSIGHTSlearning & INSIGHTS

Sharpen your understanding of the market — and the way you invest.

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And Quiet Flows the Don

For the first time in 100 years, a challenger unseated an incumbent President at a time of strong economic and market tailwinds. However, the election may have delivered a clearer referendum on the President himself than on policy issues dividing Democrats and Republicans; it looks like divided government may remain.

In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset Management, provides his thoughts on: a (possibly) divided government investor playbook, Pfizer vaccine news and the road to herd immunity.

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our specialists

MEET THE TEAM

Wealth Planning

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Corina Cavazos

Executive Director, Head of Goals-Based
Planning, U.S. Wealth Management

As our Head of Goals-Based Planning, Corina promotes practical strategies that help meet our client's most important financial matters.

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The Benefits of Compound Growth1

See how investing can help you reach both your short- and long-term goals.

With a 6% return, investing just $200/month from age 25 to 65 could net a portfolio worth $393,000.

25 y/o
65 y/o

Retirement

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Katherine Roy

Chief Retirement Strategist

Katherine and her team of JP Morgan specialists have focused on the retirement and income-related landscape for over 15 years.

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Protecting Your Assets as
You Near Retirement1

Shifting your portfolio to lower-risk investments, such as bonds, can help protect your savings.

insights retirement graph

Aggressive

Moderate

Conservative

Education

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Michael Conrath

Head of Education Savings,
JP Morgan Asset Management

Michael leads JP Morgan’s college savings and 529 plan business, bringing his team’s expertise to our clients’ strategies.

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Projected Cost of a Four-Year College Education2

Education costs are projected to rise—on average, tuition costs have increased by 6.3% every year.2

Private (in 2038)

Public (in 2038)

2020
2038

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