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

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WEALTH FOCUS | 3 min read

Why you may benefit from tax-loss harvesting

Not all investments can be winners all the time. But there may be a bright side: your losses may help you lower your tax bill, through a fairly straightforward tax strategy known as tax-loss harvesting.

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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INVESTMENT STRATEGY

Selecting the right assets to give to charity

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Market Insights

Mind over markets: Don't let perception get in the way of your investing

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Market Insights

Facts, Stats and History: Election years and markets

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our specialists

MEET THE TEAM

Jeanne Sun

Head of Advice Lab and Philanthropy Centre

Jeanne Sun is Managing Director and the Head of JP Morgan Wealth Management’s Advice Lab and Philanthropy Centre, a team of specialists who provide customized wealth planning... Read more

Jacob Manoukian

Global Market Strategist, JP Morgan Private Bank

Jacob is a Global Market Strategist for JP Morgan Wealth Management, including the JP Morgan Private Bank, Chase Wealth Management, and JP Morgan Securities... Read more

Elyse Ausenbaugh

Client Advice and Strategy, JP Morgan

Elyse is a member of the Client Advice and Strategy team at JP Morgan which includes JP Morgan Private Bank, Chase Wealth Management, and JP Morgan... Read more

Wealth Planning

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planning | 2 min read

During uncertain times, hone your family's financial strategy

You can't control how the markets perform, but you can control your own financial plans. During these challenging personal and financial times, many are ensuring that they review — and possibly even reassess — their financial strategies.

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Learn from our expertise

Browse the latest research, articles and insights from JP Morgan specialists to help you make the most of your investments.

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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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Retirement | 4 min read

When it makes sense to take Social Security benefits

Social Security can be a significant part of your retirement income. In fact, a couple with combined annual earnings of $124,300 turning 65 in 2020 will receive $759,000 in Social Security benefits during their lifetime.

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Our Guide to Retirement

As you start to plan your own future, explore our team’s strategic take on retirement and the ever-shifting market.

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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

20+ years
to retirement

Moderate

10 years
to retirement

Conservative

0 years
to retirement

Education

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education | 3 min read

How to save for college during market volatility

When markets are in turmoil, it may feel like all the hard work you did to save for future education expenses is in jeopardy. You're not alone; most parents tend to feel emotional about educational savings.

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Our Guide to Education

The education planning landscape is constantly changing. As you think about saving for college, explore our take on current trends.

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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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To learn more about J. P. Morgan's investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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