Recently, JPMorgan released their annual Guide to Retirement report. This is a piece, similar to their Guide to Markets, that we find very useful each year. This week I reviewed the 52 page report and have summarized it with their 4 major themes for 2023.
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James f. chapman, awma
James F. Chapman AWMA®, is a Wealth Advisor and the Chief Innovation Officer of Clearwater Capital Partners. James joined the firm in 2010 and completed a series of summer intern assignments. Later, he transitioned to a full- time client facing Wealth Advisor in the Clearwater Residency Program.
Today, as Wealth Advisor, James works directly with successful individuals and families. His clients include business owners, medical professionals, entrepreneurs, and charitable foundations. His areas of expertise include lifetime income modeling, integrated portfolio management, and comprehensive financial planning. James works alongside the firm’s Senior Partners on advanced Family Office cases, providing tailored advice to multiple generations of the firm’s client families.
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Investment Advice Offered Through Clearwater Capital Partners, A Registered Investment Advisor
