Building a new legacy

This is a space for Black, Hispanic, Latinos and everyone to learn about investing in their future legacy. J.P. Morgan Wealth Management provides the resources to help you build wealth and achieve financial freedom. Explore J.P. Morgan Wealth Plan^® for a complete view of your finances, watch advisor videos and subscribe to The Know for educational articles.

Check out our latest fireside chat with Cari Champion for our “Building a New Legacy” event series where we learn from influential women’s powerful stories about wealth, community and financial empowerment.

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Plan for your legacy, with J.P. Morgan Wealth Plan

Designing your tomorrow

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Ask all your financial questions

Singer and TV personality Adrienne Bailon-Houghton shares financial lessons she’s learned and her top investment choice—real estate.

Work hard and reward yourself

Broadcast journalist and television host Cari Champion was the first in her family to purchase a home and paid off all her student loans.

What are you investing in?

Whether you’re investing in your children’s future, a real estate property or retirement, learn how you can put your money to work.

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Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.

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With a complete overview of your finances, J.P. Morgan Wealth Plan^® can help prioritize your future. Whether you're saving for a major purchase, paying for college or planning to retire, Wealth Plan helps you create a game plan to reach your goals.

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Talk money with J.P. Morgan Wealth Management

Watch our advisors answer questions about investing and financial literacy.

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3 ways to prepare for retirement

Start saving early: The longer your money can stay invested and benefit from compounding, the more your payoff may be.

Jumping into a fast market? 4 types of trades to consider

Trading is always risky, no matter what type of order you place. Our J.P. Morgan advisor explains market, limit, stop-loss and stop-limit orders.

What is an IRA?

Learn about the two main types of individual retirement accounts (IRAs)—Traditional and Roth IRAs.

Catch up on our articles

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Wealth planning is a women’s issue

While supporting women during earning years is important, women should be prepared for what comes after—and that means having a comprehensive wealth plan.

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A study of investor diversity

J.P. Morgan Wealth Management’s third annual Diverse Investor Study found that Black, Hispanic and Latina women say building wealth for future generations is a top investing motivation.

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Which health insurance plan is right for you?

Health insurance is a worthwhile investment, even if you’re a healthy young person. Here’s a guide to help you choose.

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How to ask for the raise you deserve

Understand what’s holding women back from asking for more money and learn how to overcome these issues.

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How to ask for feedback at work

Seeking constructive criticism on a regular basis can help you correct mistakes at work and give you insight into the skills you need to excel.

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Pros and cons of working for a large employer

While job security, great benefits and compensation are beneficial, lower chances of branching out in a role and a competitive work environment may be less than ideal.

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Teaching kids about money as the first step toward building a financial legacy

Providing the kids in your family with exposure to responsible money habits from a young age can help secure your family’s financial future.

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5 ways to boost your kids’ fraud prevention savvy

Taking steps to help secure your children’s financial future should start early. Here are 5 things you can do to help boost your children’s confidence in safely handling money.

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Teaching your kids about money management

It’s never too early to discuss saving, investing, budgeting, earning and spending with your children. These fundamental pillars can help guide them as they navigate through life.

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Building a new legacy: A conversation with Adrienne Bailon-Houghton

Being intentional about seeking knowledge and passing it on to others can help break down money taboos and empower future generations.

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How black and Latina women can create legacy through business ownership

Taking the time to optimize your business is a potential pathway for both creating generational wealth and a comfortable retirement.

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What is a beneficiary and what is the importance of adding one to your account?

A beneficiary is an inheritor of your wealth. Consider naming one for all your assets, such as retirement, investment and bank accounts.

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4 key financial questions women should ask at any stage of their lives

Understanding how money can work for you is critical for women: The gender wage gap, career interruptions and a longer average lifespan require being intentional in financial planning.

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Guide to money market funds and accounts

Money market accounts and funds generally offer investors higher interest rates than savings accounts. Learn about their potential benefits.

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7 steps to start investing

Stop wondering and start investing with our quick and simple step-by-step guide. Learn about types of investment accounts, how to create an investment strategy and stay invested.

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Watch webcasts

View hand-picked videos about ways to tackle common financial problems.

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You don’t have to do it alone

Broadcast journalist and television host Cari Champion believes support is important and changes the way you see everything.

Enhancing your business value through succession planning

What happens when you can no longer maintain your business? Know its value and your alternatives, such as transitioning to family members or selling it to your employees.

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Intentionality is key to financial literacy

Singer and TV personality Adrienne Bailon-Houghton discusses the importance of teaching children how to think about, use, save and invest money to create a lasting legacy.