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's 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 the Wounded Warrior Project and Injured Marine Semper Fi Fund. Sara is also a longtime supporter of the Juvenile Diabetes Research Foundation, The Salvation Army, and Shriners Hospital for Children.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now