J.P. Morgan Asset Management has announced the launch of a new retirement guide designed to help advisors talk with clients about the challenges facing American retirees and the considerations they must weigh as they build their portfolios.
The free J.P. Morgan Funds Guide to Retirement, recently made available on JPAM’s website, provides talking points for advisors in chart or graph format as they discuss issues with clients such as:
- How to track retirement savings checkpoints
- Spending behavior and the long-term impact of portfolio withdrawals
- The nuts and bolts of structuring a portfolio that balances income and return
This coming Friday, the guide will be launched in an interactive digital version.
In a recent interview, the two primary authors of the guide, Cathy Peterson and Katherine Roy, spoke with AdvisorOne about how advisors and end-investors are using the content. They compared the guide to another regularly published JPAM free guide from chief market strategist David Kelly designed to help advisors talk with clients about asset allocation.
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