Invest like a mother: five tips from moms who are pros
Invest like a mother: five tips from moms who are prosVideo
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Video ADA Text: Invest like a mother: five tips from moms who are pros video
Transcript Browser Title: Video transcript: Invest like a mother: five tips from moms who are pros video
Description: On this Mother’s Day, J.P. Morgan Wealth Management launches Invest Like a Mother, featuring videos with six mothers’ journeys who share the importance of saving and investing for their family.
Transcript: <h2>Note:</h2>
<p>Legal disclosures appears.</p>
<h2>On Screen:</h2>
<p>Investment and Insurance Products:</p>
<ul>
<li>Not a Deposit</li>
<li>Not FDIC Insured</li>
<li>Not Insured by Any Federal Government Agency.</li>
<li>No Bank Guarantee</li>
<li>May Lose Value</li>
</ul>
<h2>On Screen:</h2>
<p>J.P. Morgan Wealth Management logo.</p>
<h2>Note:</h2>
<p>Bouncy music plays.</p>
<h2>On Screen:</h2>
<p>Invest Like A Mother. Every mother's journey is different. But the goal of financial security for their families is the same.</p>
<h2>On Screen:</h2>
<p>A woman with black hair, brown eyes and stylish earrings, Kristal, speaks from a comfortable office.</p>
<h2>On Screen:</h2>
<p>Kristal, J.P. Morgan Wealth Management.</p>
<h2>Kristal:</h2>
<p>I would describe my journey as a mother as a sprint and a marathon. I would say a sprint because we had four children in four years because there was a set of twins. And a marathon because I think we're always becoming the mothers that we want to be.</p>
<h2>On Screen:</h2>
<p>Family photos appear showing Kristal's four young children and Kristal, her husband, and children when they were babies and toddlers.</p>
<h2>Kristal:</h2>
<p>For my family, it's about balance. I think just as important as it is to save and plan and invest for the future, I think it's also important to enjoy the present.</p>
<h2>On Screen:</h2>
<p>More of Kristal's family photos show her smiling children in matching Christmas pajamas and a close-up picture of Kristal with one of her boys and one of her girls. Then, a woman with blonde hair, brown eyes, and a gold necklace, Gwen.</p>
<h2>On Screen:</h2>
<p>Gwen, J.P. Morgan Wealth Management.</p>
<h2>Gwen:</h2>
<p>Every year around Mother's Day, I sit down with the kids and talk to them about money, and I also set aside some money for them. "And I feel like by having a routine around a time that mothers are celebrate it, it's made it easier for me to plan for the future."</p>
<h2>On Screen:</h2>
<p>A woman with black shoulder-length hair and brown eyes, Jeanne, speaks from an office with a colorful painting.</p>
<h2>On Screen:</h2>
<p>Jeanne, J.P. Morgan Wealth Management.</p>
<h2>Jeanne:</h2>
<p>So, my husband and I never intended to have children when we got together. We were perfectly happy just being a couple and that's what we were planning for. But before you knew it, we decided to put it into fate's hands and five years ago our son was born.</p>
<h2>On Screen:</h2>
<p>A photograph shows Jeanne with her young son and a white-haired mature woman.</p>
<h2>Jeanne:</h2>
<p>We both come from immigrant families and our grandparents lived through a lot of uncertainty in their lives. And as a result, I think there was a safety, that having savings and being prepared for the future brought with it that are inherent to how we were raised.</p>
<h2>On Screen:</h2>
<p>A photo shows Jeanne and her husband (both wearing hockey caps) with their son, who is holding a toy hockey player. A photo appears showing a woman with long blonde hair, Katherine, standing with her son and daughter. They all wear Broncos varsity shirts. Next, Katherine speaks from a home office with bookshelves.</p>
<h2>On Screen:</h2>
<p>Katherine, J.P. Morgan Asset Management.</p>
<h2>Katherine:</h2>
<p>I've been a single mother for most of their lives, my son is 20 and my daughter is 17. I'm living proof of the benefits of investing over time. One of the silver linings of getting divorced so early in their lives was that regular investing for college also began early.</p>
<h2>On Screen:</h2>
<p>A woman with straight black hair and brown eyes, Samira speaks from a home office with shelves of photographs.</p>
<h2>On Screen:</h2>
<p>Samira, J.P. Morgan Wealth Management.</p>
<h2>Samira:</h2>
<p>At 27, I had my first of 2 sons. 12 years later, I was a widow and single mother raising 2 kids. And while my journey didn't turn out exactly the way I had laid it out, I learned quite a bit along the way.</p>
<h2>On Screen:</h2>
<p>Photographs show two smiling brothers making the "thumbs up" gesture and standing together with baseball equipment.</p>
<h2>Samira:</h2>
<p>It's important for me as a mom to reach my kids to be strong and independent. I want them to follow their dreams but save and invest along the way.</p>
<h2>On Screen:</h2>
<p>A woman with dark-brown curly hair and brown eyes, Sharika.</p>
<h2>On Screen:</h2>
<p>Sharika, J.P. Morgan Asset Management.</p>
<h2>Sharika:</h2>
<p>Saving and investing has always been really important to our family. From the contributions we made to our retirement plans, and then of course opening up college savings plans for both of our children when they were babies.</p>
<h2>Note:</h2>
<p>Euphoric music plays.</p>
<h2>On Screen:</h2>
<p>Photos show Sharika with her little boy. Then, a woman with long black hair, brown eyes, and a fleece shirt, Shirley.</p>
<h2>On Screen:</h2>
<p>Shirley, J.P. Morgan Asset Management.</p>
<h2>Shirley:</h2>
<p>You know, as a working mom, I know for sure I'll never feel like I have it all down. But what I can control is things like planning for the future, important life events like college and retirement. I think it's important for us as moms to help our kids dream big, but also at the same time to help them think about a safety net.</p>
<h2>On Screen:</h2>
<p>Photos show Shirley with her young girl in a grassy park. Then, a woman with red hair and brown eyes, Elizabeth, speaks from her home office with large windows.</p>
<h2>On Screen:</h2>
<p>Elizabeth, J.P. Morgan Asset Management.</p>
<h2>Elizabeth:</h2>
<p>Motherhood and investing are actually quite alike in many ways. They have their ups and downs for sure, but just stick with it and you'll be amazed at the growth.</p>
<h2>On Screen:</h2>
<p>A photo shows Elizabeth with her two young girls, in matching summer dresses.</p>
<h2>On Screen:</h2>
<p>J.P. Morgan Wealth Management logo.</p>
<h2>Note:</h2>
<p>Legal disclosures appear.</p>
<h2>On Screen:</h2>
<p>Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</p>
<p><strong>Past performance is not a guarantee of future results.</strong></p>
<p>This video and its content have been developed for J.P. Morgan Securities LLC clients and prospects and is for informational and educational purposes only. It is designed to provide general market commentary and information relating to certain services offered by J.P. Morgan Securities LLC, an affiliate of JPMorgan Chase & Co. Opinions expressed herein are those of the author and may differ from those of other J.P. Morgan employees and affiliates. The information in no way constitutes J.P. Morgan research and should not be trusted as such. Further, the views expressed herein may differ from that contained in J.P. Morgan research reports.</p>
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