INSIGHTSlearning & INSIGHTS
Sharpen your understanding of the market — and the way you invest.
latest insights
Sustainable investing: Here’s what you need to know
Sustainable investing lets you align your portfolio with your principles, providing potential investment returns while honoring your personal values.
What is a REIT
Why day-of-the-week investing is a no-go strategy
our specialists
Jeanne Sun
General Manager of Inclusive Investing
Jeanne Sun is a Managing Director and the General Manager of Inclusive Investing for JP Morgan Wealth Management. In this role, she leads the strategy, design, and... 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
Learn from our expertise
Browse the latest research, articles and insights from JP Morgan specialists to help you make the most of your investments.
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.
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.
Retirement
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.
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.
Protecting Your Assets as
You Near Retirement1
Shifting your portfolio to lower-risk investments, such as bonds, can help protect your savings.
Aggressive
20+ years
to retirement
Moderate
10 years
to retirement
Conservative
0 years
to retirement
Education
Our Guide to Education
The education planning landscape is constantly changing. As you think about saving for college, explore our take on current trends.
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.
