Creating your investment strategy: Expert advice

Whether you’ve just started your journey to financial health or have years of experience, you’ve probably heard how investing can play an important role in your overall finances. But you may be wondering how to approach creating your investment strategy and which investments should be a part of it.

There isn’t a one-size-fits-all answer when it comes to investing. Your investment choices should align with your unique financial goals, both in the short term and long term.

Here, J.P. Morgan Wealth Management Regional Director Mark Adams shares four key tips for building your investment strategy and how to get started:

1. Know your goals, timeline and risk tolerance 

Before you get started on your…

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