How to Invest (2024)

This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circ*mstances of an investor's own situation.

Variable annuity guarantees are only as good as the insurance company that gives them. While it is an uncommon occurrence that the insurance companies that back these guarantees are unable to meet their obligations, it may happen. Annuity withdrawals prior to 59½ may be subject to tax penalties, are subject to market risk and may lose value. Riders have additional fees and costs associated with them, and are subject to additional conditions, restrictions, and limitations.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

INFORMATION REGARDING MUTUAL FUNDS/ETF:Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 ordownloadit from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF ordownloadit from this site.

J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc. JPMorgan Private Markets Fund is distributed by J.P. Morgan Institutional Investments Inc. Both are affiliates of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member ofFINRAFINRA's BrokerCheck

INFORMATION REGARDING COMMINGLED FUNDS: For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative.

The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

INFORMATION FOR ALL SITE USERS: J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Telephone calls and electronic communications may be monitored and/or recorded.
Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies athttps://www.jpmorgan.com/privacy.

If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance.

Copyright © 2024 JPMorgan Chase & Co., All rights reserved

How to Invest (2024)

FAQs

What is the 5 rule of investing? ›

This sort of five percent rule is a yardstick to help investors with diversification and risk management. Using this strategy, no more than 1/20th of an investor's portfolio would be tied to any single security. This protects against material losses should that single company perform poorly or become insolvent.

How can I make a good investment? ›

Best ways for beginners to invest money
  1. Stock market investments.
  2. Real estate investments.
  3. Mutual funds and ETFs.
  4. Bonds and fixed-income investments.
  5. High-yield savings accounts.
  6. Peer-to-peer lending.
  7. Start a business or invest in existing ones.
  8. Investing in precious metals.
Mar 7, 2024

How to invest wisely? ›

First, open an investment account based on whether you are investing for retirement, education, a kid or another goal. Select investments—such as stocks, bonds, funds or real estate—that match your risk tolerance. Minimize your exposure to risk by spreading your money across a range of asset classes.

What are 5 questions you should ask when investing? ›

5 questions to ask before you invest
  • Am I comfortable with the level of risk? Can I afford to lose my money? ...
  • Do I understand the investment and could I get my money out easily? ...
  • Are my investments regulated? ...
  • Am I protected if the investment provider or my adviser goes out of business? ...
  • Should I get financial advice?

What are the 4 golden rules investing? ›

They are: (1) Use specialist products; (2) Diversify manager research risk; (3) Diversify investment styles; and, (4) Rebalance to asset mix policy. All boringly straightforward and logical.

What is the 1 rule of investing? ›

Warren Buffett once said, “The first rule of an investment is don't lose [money].

How to double 1000 dollars? ›

One of the easiest ways to double $1,000 is to invest it in a 401(k) and get the employer match. For example, if your employer matches your contributions dollar for dollar, you'll get a $1,000 match on your $1,000 contribution.

How to turn 100k into 1 million? ›

If you keep saving, you can get there even faster. If you invest just $500 per month into the fund on top of the initial $100,000, you'll get there in less than 20 years on average. Adding $1,000 per month will get you to $1 million within 17 years. There are a lot of great S&P 500 index funds.

What can I do to grow my money? ›

A balanced approach that involves investing in a diversified portfolio of stocks and bonds works for most people. However, those with higher risk appetites might prefer dabbling in more speculative stuff like small-cap stocks or cryptocurrencies. Others may prefer to double their money through real estate investments.

How to learn how to invest? ›

  1. 8-Step Guide to Investing in Stocks.
  2. Step 1: Set Clear Investment Goals.
  3. Step 2: Determine How Much You Can Afford To Invest.
  4. Step 3: Determine Your Tolerance for Risk.
  5. Step 4: Determine Your Investing Style.
  6. Choose an Investment Account.
  7. Step 6: Fund Your Stock Account.
  8. Step 7: Pick Your Stocks.

Who can help you invest? ›

You can hire a broker, an investment adviser, or a financial planner to help you make investment decisions. You can also get investment advice from most financial institutions that sell investments, including brokerages, banks, mutual fund companies, and insurance companies.

What is the best advice for investing? ›

Tips for Smart Investing
  • Don't Delay Current Section,
  • Asset Allocation.
  • Diversify Your Portfolio.
  • Rebalance Periodically.
  • Keep an Eye on Fees.
  • Consider Tax-Loss Harvesting.
  • Simplify Your Investing.
  • Key Takeaways.

What are Warren Buffett's 5 rules of investing? ›

A: Five rules drawn from Warren Buffett's wisdom for potentially building wealth include investing for the long term, staying informed, maintaining a competitive advantage, focusing on quality, and managing risk.

What are the 5 investment guidelines? ›

  • Up Next Principle 1: Get started. 1:08.
  • Up Next Principle 2: Invest regularly. 1:09.
  • Up Next Principle 3: Invest enough. 1:30.
  • Up Next Principle 4: Have a plan. 1:20.
  • Up Next Principle 5: Diversify. 1:28.

What is the 5 portfolio rule? ›

The 5% rule says as an investor, you should not invest more than 5% of your total portfolio in any one option alone. This simple technique will ensure you have a balanced portfolio.

References

Top Articles
Latest Posts
Article information

Author: Gregorio Kreiger

Last Updated:

Views: 6750

Rating: 4.7 / 5 (57 voted)

Reviews: 80% of readers found this page helpful

Author information

Name: Gregorio Kreiger

Birthday: 1994-12-18

Address: 89212 Tracey Ramp, Sunside, MT 08453-0951

Phone: +9014805370218

Job: Customer Designer

Hobby: Mountain biking, Orienteering, Hiking, Sewing, Backpacking, Mushroom hunting, Backpacking

Introduction: My name is Gregorio Kreiger, I am a tender, brainy, enthusiastic, combative, agreeable, gentle, gentle person who loves writing and wants to share my knowledge and understanding with you.