Building a new legacy

This is a space for Black, Hispanic and Latina women and their allies to learn about investing in their future legacy. Whether you want to build wealth to pass down to future generations or achieve financial freedom, J.P. Morgan Wealth Management can help you break barriers and set you on the path to reach your goals through our articles and resources.

Check out our latest video series "With the Bag to Match" where we listen and learn from influential women’s powerful stories about wealth, community and financial empowerment, hosted by former NYSE trader Lauren Simmons.

With the Bag to Match series

How these women secured the bag

"With The Bag To Match," an original content series by Springhill Co. and J.P. Morgan Wealth Management, focuses on successful women and the challenges they’ve faced. Our featured advisors help answer questions many women have about growing their wealth and legacy.

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Taking financial action

Self-made millionaire Egypt Sherrod shares how she has diversified her revenue streams and is creating a legacy business for her family.

Brittany Chavez's entrepreneurial journey

The entrepreneur behind Shop Latinx shares her inspiring story of going from survival mode to becoming a force in the Latinx marketplace.

Money lessons

Singer and TV personality Adrienne Bailon-Houghton sits down for a conversation packed with advice, lessons and the wisdom she's passing down to her children.

There's no better time to build a new legacy

Whether you're investing for the first time, building wealth for your family or planning for retirement, our mission is to help you reach your goals.

Stay up to date on financial topics of your choice straight to your inbox.

Create the plan for the future you want

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.

Women and investing

Hand-picked educational resources to help guide you on your journey toward financial freedom.

Learn more

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

What do you want your money to do for you? Most of us hope that the financial decisions we make today will help us cover our wants and needs through retirement.

The investing gender gap is real. Here’s what to do about it

Barriers such as the wage gap, time gap and confidence gap all contribute to women not investing at the same rate as men. This guide explores the many financial barriers women face in growing their wealth—and how to tackle them.

How to include your grandchild in your financial plan

Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options in order to ensure that your gifts are aligned with your and your family’s goals.

Discussing finances early in a relationship

Though your very first date might be a bit too soon to bring up heavy questions about money, it is a good idea to talk about finances early in a relationship.

Meet a few J.P. Morgan Wealth Management employees who are leaving a legacy for themselves, their families and their communities.

Get In The Know with J.P. Morgan

Stay up-to-date and informed with the latest in market trends, research and financial topics straight to your inbox.

Be part of our community

Join our J.P. Morgan Wealth Management community, in-person and online, to stay connected to the people and information that will enrich your wealth-building journey.


Join us and a community of women for an evening of education, dinner and networking. See where we'll visit next month and email us at for more information.

Follow us on LinkedIn

Share your financial goals with us, using the hashtag #BuildingANewLegacy

Investment questions and answers

Investing doesn't have to be intimidating. Here are some common questions and answers to keep you informed.

When to get started: A savings to investing checklist:

Are you ready to start investing? Here are some steps you can take.

What is a dividend yield?

Dividend yield is a ratio comparing what a company pays in dividends to its stock price. Learn about this ratio and its role in your investment strategy.

ETFs vs. index funds: Which one is better for you?

ETFs are similar to index funds, but ETFs have important and notable differences. Learn more about the differences between ETFs and index funds.

Diversification: How much is too much?

A simple way to understand diversification investing is the old, "don’t put all your eggs in one basket" analogy. But how many eggs and how many baskets should you have in the first place?

Should you take a career break?

Use this calculator to explore how a career break could impact your savings and if you’d still be on track to meet your retirement goals.