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Important rules to know about federal financial aid
JPMorgan · 2026 · context
Important rules to know about federal financial aid
 Federal financial aid eligibility
JPMorgan · 2026 · process_diagram
Federal financial aid eligibility
 Estimating your Student Aid Index
JPMorgan · 2026 · data_table
Estimating your Student Aid Index
$25,060 — Student Aid Index
 The 529 plan advantage
JPMorgan · 2026 · key_messages
The 529 plan advantage
 Using 529 plans
JPMorgan · 2026 · other
Using 529 plans
 How much to invest
JPMorgan · 2026 · data_table
How much to invest
 Tax-efficient investing
JPMorgan · 2026 · financial_analysis
Tax-efficient investing
$41,534 — Account balance
 What to consider when choosing a 529 plan
JPMorgan · 2026 · framework_other
What to consider when choosing a 529 plan
 College preparation timeline
JPMorgan · 2026 · timeline
College preparation timeline
 College endowments and financial aid
JPMorgan · 2026 · appendix
College endowments and financial aid
4.8% — Endowment spending rate
 Financial aid and college planning websites
JPMorgan · 2026 · appendix
Financial aid and college planning websites
 Sources of financial aid
JPMorgan · 2026 · appendix
Sources of financial aid
 Financial aid: Types of applications
JPMorgan · 2026 · comparison_table
Financial aid: Types of applications
 Federal student aid: A sample of grant programs
JPMorgan · 2026 · appendix
Federal student aid: A sample of grant programs
$7,395 — Annual award limit
 Federal student aid: Loan programs
JPMorgan · 2026 · appendix
Federal student aid: Loan programs
6.39% — Interest rate
 Comparing college planning vehicles
JPMorgan · 2026 · comparison_table
Comparing college planning vehicles
 529 plans vs. ABLE accounts: Key differences
JPMorgan · 2026 · comparison_table
529 plans vs. ABLE accounts: Key differences
 Other sources of college funding
JPMorgan · 2026 · comparison_table
Other sources of college funding
 College-related tax breaks¹
JPMorgan · 2026 · appendix
College-related tax breaks¹
 529 plans: State tax benefits¹
JPMorgan · 2026 · geographic_map
529 plans: State tax benefits¹
 Index definitions and disclosures
JPMorgan · 2026 · disclaimer
Index definitions and disclosures
 Disclosures
JPMorgan · 2026 · disclaimer
Disclosures
 New York’s 529 Advisor-Guided College Savings Program®
JPMorgan · 2026 · client_example
New York’s 529 Advisor-Guided College Savings Program®
 THE IPSOS POPULISM REPORT 2025
misc · 2025 · cover
THE IPSOS POPULISM REPORT 2025
 Key findings
misc · 2025 · key_takeaways
Key findings
56% — percentage of population
 CONTENTS
misc · 2025 · table_of_contents
CONTENTS
 Q: How much do you agree or disagree with the following statements about [COUNTRY] today? -Society is Broken
misc · 2025 · data_table
Q: How much do you agree or disagree with the following statements about [COUNTRY] today? -Society is Broken
56% — Agreement with 'Society is Broken'
 Q: How much do you agree or disagree with the following statements about [COUNTRY] today? -is in decline
misc · 2025 · data_table
Q: How much do you agree or disagree with the following statements about [COUNTRY] today? -is in decline
57% — Agreement with national decline
 Country
misc · 2025 · data_table
Country
61% — Index score
 Q: And how much do you agree or disagree with the following statements? -To fix [COUNTRY], we need a strong leader willing to break the rules
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -To fix [COUNTRY], we need a strong leader willing to break the rules
47% — Agreement percentage
 Q: And how much do you agree or disagree with the following statements? [COUNTRY] needs a strong leader to take the country back from the rich and powerful
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? [COUNTRY] needs a strong leader to take the country back from the rich and powerful
64% — Agreement percentage
 Q: And how much do you agree or disagree with the following statements? -[COUNTRY] economy is rigged to advantage the rich and powerful
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -[COUNTRY] economy is rigged to advantage the rich and powerful
68% — Agreement percentage
 Q: And how much do you agree or disagree with the following statements? -Traditional parties and politicians don't care about people like me
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -Traditional parties and politicians don't care about people like me
64% — Agreement percentage
 Q: And how much do you agree or disagree with the following statements? -Experts in this country don't understand the lives of people like me
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -Experts in this country don't understand the lives of people like me
62% — Agreement percentage
 PART TWO: Nativism
misc · 2025 · section_divider
PART TWO: Nativism
 Q: And how much do you agree or disagree with the following statements? -The main divide in our society is between ordinary citizens and the political and economic elite
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -The main divide in our society is between ordinary citizens and the political and economic elite
68% — Agreement level
 Q: And how much do you agree or disagree with the following statements? -The political and economic elite don't care about hard-working people
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -The political and economic elite don't care about hard-working people
68% — Agreement percentage
 Q: And how much do you agree or disagree with the following statements? -The most important political issues in [COUNTRY] should be decided directly by the people through referendums, not by the elected officials
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -The most important political issues in [COUNTRY] should be decided directly by the people through referendums, not by the elected officials
58% — Agreement with direct referendums
 Q: And how much do you agree or disagree with the following statements? -The mainstream media is more interested in making money than telling the truth
misc · 2025 · data_table
Q: And how much do you agree or disagree with the following statements? -The mainstream media is more interested in making money than telling the truth
67% — Agreement with statement
 [COUNTRY] would be stronger if we stopped immigration
misc · 2025 · data_table
[COUNTRY] would be stronger if we stopped immigration
44% — Agreement with statement
 Immigrants take jobs away from real... [NOUN FOR PEOPLE FROM COUNTRY, PLURAL]
misc · 2025 · data_table
Immigrants take jobs away from real... [NOUN FOR PEOPLE FROM COUNTRY, PLURAL]
42% — Agreement level
 Q: The people who exercise power or influence in politics, business, the media, technology, science, and academia are often called 'the elite'. Which of these two statements is closest to your opinion of the "elite" in ...?
misc · 2025 · data_table
Q: The people who exercise power or influence in politics, business, the media, technology, science, and academia are often called 'the elite'. Which of these two statements is closest to your opinion of the "elite" in ...?
62% — Percentage of respondents viewing elite as closely connected
 Country
misc · 2025 · market_landscape
Country
 PART THREE: National identity
misc · 2025 · section_divider
PART THREE: National identity
 Having been born in... [COUNTRY]
misc · 2025 · peer_benchmark
Having been born in... [COUNTRY]
64% — Importance of being born in country
 To be a [RELIGIOUS MAJORITY]
misc · 2025 · benchmark_peers
To be a [RELIGIOUS MAJORITY]
78% — Importance of being a religious majority
 Voting
misc · 2025 · data_table
Voting
86% — Importance of voting
 To be able to speak [LANGUAGE OF SURVEY]
misc · 2025 · data_table
To be able to speak [LANGUAGE OF SURVEY]
85% — Importance of speaking national language
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