Step 6: Choose how to invest

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STEP 6 OF 7

Choose how to invest

You can start by working with a financial advisor, getting invested online or doing a combination of both. Learn the differences of each.

Work with a financial advisor

With a financial advisor, you can build a relationship with a dedicated professional to develop a financial strategy that is custom-fit to meet your situation.

Here's what you get:

Guidance from someone who understands you and your family’s needs
Regular meetings to develop a financial strategy to help you reach your goals
Access to a wide range of investment solutions

Start planning today with a dedicated J.P. Morgan advisor.

Learn more about planning with a financial advisor

Invest online

With online investing, you can manage your investments digitally—at home or on the go.

Trade on your own
If you want to choose and manage your investments yourself, a self-directed online brokerage account lets you build your portfolio and gives you access to helpful resources, like research, tools to help you filter and find investments, and educational content.

Invest your way.

Learn more about you invest trade

Rebalancing your investments

Over time, shifting markets and recurring contributions to your account can send your portfolio and targeted risk level off course. Rebalancing adjusts your portfolio to keep it on track to help you reach your goals. Keep in mind that rebalancing your portfolio may have tax consequences.

If you choose to manage your investments on your own, it's important to rebalance your portfolio along the way.

If someone else is handling your investments (like in a mutual fund or digitally managed portfolio), they typically take care of rebalancing.

Good to know

How you choose to manage your investments doesn’t have to be an either/or decision. You could use one or all of the approaches—partnering with a financial advisor, trading online on your own or getting a managed portfolio online.

Check your knowledge

See where you stand on the main concepts covered or read key takeaways and move on to next step.

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Key takeaways Step 7: Stay invested

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Step 6: Choose how to invest

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