The Essentials List:
Summer Update

Summer is an ideal time to review your goals and consider both your financial and planning opportunities. Here we share some of the key questions our clients are addressing. We also offer our views on the current market cycle and interest rates, insights around personal planning, and techniques to protect against cybercrime. As always, your J.P. Morgan team is here to help with all of your planning goals.

Explore our 2017 J.P. Morgan Reading list

IMPORTANT INFORMATION

Depending on the laws of the home state of the client or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 Plans may be available only if invested in the home state’s 529 Plan. Any state-based benefit offered with respect to a particular 529 Plan should be one of many appropriately weighted factors to be considered in making an investment decision, and clients should consult with their financial, tax or other advisors to learn more about how state-based benefits (including any limitations) would apply to their specific circumstances.

Purpose of This Material This material is for information purposes only. The information provided may inform you of certain investment products and services offered by J.P. Morgan’s private banking business, part of JPMorgan Chase & Co. The views and strategies described in the material may not be suitable for all investors and are subject to investment risks. Please read this Important Information in its entirety.

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