Sara SteigerwaldSara SteigerwaldFinancial AdvisorWealth Advisor
About Sara
Sara is a Financial Advisor in Chicago, IL. Her focus is helping clients achieve financial independence at any stage in life.
A Magna Cum Laude Graduate of Harvard University, she received a Master degree in Finance in 2011. Sara also holds a degree in Biomedical Engineering from Case Western Reserve University.
Investing has been an integral part of Sara's life. At the age of 13, she purchased her first mutual fund. Through working at weekend and summer jobs, she continued to diligently save and invest. This enabled Sara to support the cost of her education.
In 2000, she began her engineering career at Synplicity, Inc., a company that built software for microchip designs. Sara advised Fortune 500 companies on how to complete their microchip designs and get their products to market on time. She successfully bridged her career to the financial industry by using many of the same skills she developed in engineering.
Staying focused on the solution, removing emotion from the equation, and producing a result that is based on reason and logic is the same process that Sara uses in navigating financial markets. At J.P. Morgan, she uses these skills to help clients protect and grow their wealth through diligent planning and investing that is unique to each person's or family's goals.
Being from a military family, Sara and her family actively support Wounded Warrior Project and Injured Marine Semper Fi Fund. Sara is also a longtime supporter of Juvenile Diabetes Research Foundation, The Salvation Army, and Shriners Hospital for Children.
Insights
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
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
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.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 NowVacation 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 NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now