The Power of Goal Setting: Know where you’re going with your investments video

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This video uses text and infographics, presented as napkin sketches, to illustrate and reinforce spoken content.

Legal disclosures appear.

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Investment and insurance products:

Not a deposit
Not FDIC insured
Not insured by any federal government agency
No bank guarantee
May lose value.

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Bouncy music plays.

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J.P. Morgan Wealth Management logo.

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Goal Setting.

Narrator:

To get started with investing, you need to know what you’re investing for. Goal setting is the process of figuring this out. Before you start on your investing journey, you should choose your destination.

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Some of the Narrator's dialogue appears as written text on a napkin, along with a drawing of a mountain range.

Narrator:

What do you want to accomplish with your money? Your answers may include retirement, buying a house, or saving for a child’s college education. Whether you have one goal or many goals, knowing what you’re working toward can help you determine the best route to get there. And don’t forget to prioritize how important your goals are relative to one another.

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Flags appear along a trail map on the mountain that mark different retirement goals. The flags read: "House," "College," and "Retirement."

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Once you know your destination, it’s time to get started!

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A location marker appears.

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First, determine your starting point by considering such questions as how much time you have to reach your goal and how much you have saved so far.

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A map appears showing diverging arrows going down different trails.

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Next, you’ll need to pick an account type that aligns with your goal—such as a 401(k) Individual Retirement Account, or taxable brokerage account.

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A picture appears showing hiking gear, including a point-and-shoot camera, a flashlight, a hiking shoe, and a compass.

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You’ll also want to choose an appropriate investment mix. Considering your risk tolerance and time horizon can help with this step.

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A picture appears showing a hiker carrying a big backpack.

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Once you’ve started to invest, make sure to keep contributing to help you move forward.

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Get Started:

Determine your starting point.
Pick account type.
Choose investment mix.
Keep contributing.

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Track your progress and adjust your plan as needed on your way. That way, even if something changes, you can stay on course for your goal.

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A fluctuating progress bar appears, designed to track advancement toward a goal.

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J.P. Morgan Wealth Management logo.

Note:

Legal disclosures appear.

On Screen:

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Past performance is not a guarantee of future results.

This video and its content have been developed for J.P. Morgan Securities LLC clients and prospects, is for informational and educational purposes only, and 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.

The information and views expressed are not intended to provide specific advice or recommendations for any individual. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult your Advisor.

J. P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA, and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.