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INSIGHTSlearning & INSIGHTS

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

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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.

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our specialists

MEET THE TEAM

Wealth Planning

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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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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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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

Learn more about our firm and investment professionals at Finra Brokercheck.

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