Building a New Legacy

A mother, a sister, a CEO, an artist. Their stories are different, but they share something we all share — a willingness to sacrifice, an ambition for the future, and a belief that today is the day to start building a new legacy.

Every day is a day 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.

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Women & Investing

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

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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.

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Be a 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.

  • Los Angeles - coming soon
  • San Bernardino/Riverside - coming soon
  • San Francisco - coming soon

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Investment questions and answers

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

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 of understanding diversification in investing is the old, “don’t put all your eggs in one basket” analogy. However, how many eggs and how many baskets should you have in the first place?