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Ask the Professionals – Inclusive Investing
People are increasingly looking to invest in companies that do good for our world and our society. Read our take on aligning your portfolio with your personal values.
Wealth Planning
Learn from our expertise
Browse the latest commentary, news, and education from J
P 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 J
P 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,
J P Morgan Asset Management
Michael leads J
P Morgan’s college savings and 529 plan business, bringing his team’s expertise to our clients’ strategies.