Sara's Wealth Planning Philosophy

Putting the Markets in Perspective

  • The markets can seem intimidating, but they do not have to be.
  • Communicating how changes in the markets and global economy affect your specific financial situation and investment strategy.

Financial Confidence through Comprehensive Planning
Implementing a step-by-step strategy that helps address the following questions:

  • How can I resolve the concerns that are most on my mind?
  • How will I best achieve my goals?
  • Is my investment plan on track?

A Plan that is Unique to You

  • Responds to changes in your life
  • Disciplined investment solutions to provide for your near, middle, and long term goals

Learn More

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(312) 580-4061sara.steigerwald@jpmorgan.com