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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.
Volatility is real. It’s time to gauge your risk tolerance.
Mental accounting makes your money work for you
What is the metaverse and what does it mean for my finances?
General Manager of Inclusive Investing
Jeanne Sun is a Managing Director and the General Manager of Inclusive Investing for JRead moreP Morgan Wealth Management. In this role, she leads the strategy, design, and...
Global Market Strategist, JP Morgan Private Bank
Jacob is a Global Market Strategist for JRead moreP Morgan Wealth Management, including the J P Morgan Private Bank, Chase Wealth Management, and J P Morgan Securities...
Client Advice and Strategy, JP Morgan
Elyse is a member of the Client Advice and Strategy team at JRead moreP Morgan which includes J P Morgan Private Bank, Chase Wealth Management, and J P Morgan...
Learn from our expertise
Browse the latest commentary, news, and education from JP Morgan specialists to help you make the most of your investments.
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 asset spring cleaning: It may be time to simplify and consolidate your retirement assets
If you have retirement assets in a previous employer’s plan or otherwise accumulated across multiple retirement accounts, some legwork and patience may go a long way to streamline your retirement savings. Learn more about consolidating your retirement assets.
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.
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.
Our Guide to Education
The education planning landscape is constantly changing. As you think about saving for college, explore our take on current trends.
Head of Education Savings,
J P Morgan Asset Management
Michael leads JP Morgan’s college savings and 529 plan business, bringing his team’s expertise to our clients’ strategies.