Advisor resources for client conversations | J.P. Morgan Asset Management

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In an evolving retirement landscape and in times of heightened volatility, our insights are designed to provide financial professionals with the resources and tools they need to help individual investors make informed decisions.

Guide to Retirement

Simplify retirement planning conversations

A comprehensive collection of simple charts and graphs to help illustrate retirement concepts more effectively.

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Principles for a Successful Retirement

Principles for a successful retirement

Seven essential retirement planning principles every participant should know to give them the confidence to take positive steps toward a successful retirement.

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Principles for successful long-term investing

Seven time-tested strategies for guiding investors and their portfolios through challenging markets.

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TARGET DATE FUNDS

ABOUT 16% of participants could correctly identify that target date funds are well-diversified*

*J.P. Morgan retirement research, 2020.

SmartRetirement® participant communications

A target date fund participant communications program aimed to address common misperceptions.