Insights

“What does it mean for me?” Information is abundant, but a professional view that cuts through the noise can make all the difference. That’s why we share our insights on how important news and trends may impact your life. Like where to find investment opportunities. How to talk to your family about wealth. The latest in personal cybersecurity. And much more. We invite you to explore the best ideas from J.P. Morgan’s world-class economists, strategists and market thinkers.

Goals-Based Planning

Start your new year off right

Elaine Agather, one of the Private Bank’s leaders, shares five actions every client should consider taking now.

Jan 16, 2020

Philanthropy

What makes a Rhodes Scholarship so special? Ask the woman…

The Rhodes Scholarship is the most prestigious in the world. But how does it stay relevant? We asked the woman at the…

Jean Sung

Jan 17, 2020

A close up image of plastic recycling bins organized by category.

Sustainable Investing

What is a circular economy—and how can you to invest in it?

Imagine a whole economy in which resources are used, then reused, in a closed loop that leaves the Earth clean. Some companies…

Jan 15, 2020

Photograph of a digital stock ticker at night.

Investment Strategy

Six mistakes investors should avoid in 2020

It’d be all too easy this year to fall into these traps and derail your long-term plan.

Jacob Manoukian

Jan 15, 2020

Cybersecurity

Do you know how to protect yourself from email fraud?

Five ways you can ward off email spoofing and inbox hackers

Jan 13, 2020

A close up image of papers with various charts on them with a cropped view of a person’s hand holding a pen [as if reviewing them].

Goals-Based Planning

How to become the best architect of your financial life

Follow these tips to design a decision-making framework that reliably leads to smart financial choices.

Michael Liersch

Jan 13, 2020

Spider Web In The Rays Of The Rising Sun Gold Drops

Philanthropy

The New Spiderman: Turning venom into medicine

Known to his colleagues as ‘The Spiderman’, Professor Glenn King is transforming insect venom into treatments for some of our…

Jean Sung

Dec 27, 2019

Policy & Law

SECURE—ing your retirement and legacy

Congress recently made changes to the laws affecting retirement accounts. Consider how they could impact you.

Dec 19, 2019

“River Bath” by Diego Rivera. Mosaic mural in the Soumaya Museum in Mexico City, Mexico. The mural depicts a man and a boy, both clothed in white, standing on rocks in a river.

Art

What will happen to your cherished art?

Whether you have one piece or a carefully constructed private art collection, make sure it's a point of pride, not contention,…

Dec 19, 2019

Goals-Based Planning

Why do you give up liquidity when you don’t have to?

Why it’s important to organise and structure your cash efficiently as part of your overall wealth management plans.

Jeffrey Kaveney

Dec 18, 2019

Investment Strategy

Private Bank Outlook 2020

We expect 2020 to be a year of growth despite obstacles we may face. Explore our views for the year ahead and investment…

Dec 16, 2019

Investment Strategy

Private Bank Outlook 2020

We expect 2020 to be a year of growth despite obstacles we may face. Explore our views for the year ahead and investment implications for you.

Dec 16, 2019

Little planet. Aerial view of Hong Kong Downtown. Financial district and business centers in smart city in Asia. Top view. Panorama of skyscraper and high-rise buildings.

Investment Strategy

It’s hard to find a bargain these days

Assets seem expensive, but that doesn’t mean they aren’t worth buying.

Jacob Manoukian

Jan 17, 2020

Goals-Based Planning

Start your new year off right

Elaine Agather, one of the Private Bank’s leaders, shares five actions every client should consider taking now.

Jan 16, 2020

Sustainable Investing

What is a circular economy—and how can you to invest in it?

Imagine a whole economy in which resources are used, then reused, in a closed loop that leaves the Earth clean. Some companies…

Jan 15, 2020

Investment Strategy

Six mistakes investors should avoid in 2020

It’d be all too easy this year to fall into these traps and derail your long-term plan.

Jacob Manoukian

Jan 15, 2020

Investment Strategy

New year, new wild card

Heightened tensions between the United States and Iran have brought a new wild card for investors this year. Read our take on…

Jan 10, 2020

Investment Strategy

What will 2020 bring?

Our 2020 outlook: We are prepared for challenges and focused on opportunities.

Jan 03, 2020

Economy & Markets

War of the Worlds

Let me explain…

Michael Cembalest

Dec 30, 2019

Investment Strategy

The Defining Events of the Decade

Another decade, come and gone. One of the biggest challenges in investing can be sifting through the noise and identifying what…

Dec 20, 2019

Investment Strategy

What makes gold important in this environment?

Although traditionally seen as a safe-haven asset, we believe there are many reasons to support an allocation to gold in…

Adam Margolis

Dec 18, 2019

Investment Strategy

Growing Pains

Recent policy moves in China have left investors wondering if larger-scale stimulus is on the way to lift global growth. We don…

Dec 13, 2019

Investment Strategy

Never tell me the odds

What exactly do we mean when we say “recession probabilities are elevated”?

Dec 06, 2019

Investment Strategy

Giving Thanks

Here are the five things I’m most thankful for this Thanksgiving.

Andrew Goldberg

Nov 29, 2019

“The Course of Empire–Destruction” by Thomas Cole. A classical painting showing the destruction of an ancient empire.

Economy & Markets

The Armageddonists

The Armageddonists and the price of fame.

Michael Cembalest

Nov 25, 2019

Investment Strategy

Fixed income investing in a low-yield environment

Maximum maturity fixed income portfolios may be an option if you’re looking to invest for a specific period of time and earn a…

Anne Zhang

Nov 25, 2019

Investment Strategy

Five investment insights from WCM's Kurt Winrich

California-based WCM do things differently. That's why their fund has grown from $500 million to $43 billion in two decades.

Nov 24, 2019

Economy & Markets

What to expect when you're expecting (more negative…

Negative yielding debt has ballooned over the last few years. What are negative interest rates, why do they matter, and what do…

Nov 22, 2019

Investment Strategy

If innovating was easy, everyone would do it

If innovating was easy, everyone would do it. Finding opportunities in a world without shortcuts.

Nov 22, 2019

A man navigates a sailboat in the ocean, with other sailboats in the distance.

Economy & Markets

Market Thoughts: Control the controllable

Politics and policy will make markets noisy in 2020. But CIO Richard Madigan says, “Focus on the tangible.”

Nov 21, 2019

Sustainable Investing

How to increase the global food supply

The need is urgent and rapidly rising. The opportunities are enormous.

Nov 18, 2019

Investment Strategy

Taking stock at market highs

Top Market Takeaways: Sentiment has swung rapidly over the last month. Where do we stand?

Nov 15, 2019

Investment Strategy

How do you find—and invest in—innovation?

We’re uncovering opportunities by analyzing and identifying companies on the cutting edge of tech, healthcare, robotics—and…

Nov 12, 2019

Investment Strategy

2020 U.S. election primer

Top Market Takeaways: Your weekly download in 3 minutes

Nov 08, 2019

Investment Strategy

Why to focus on the electric vehicles industry now

Electric vehicle sales are expected to reaccelerate in 2020—sparking potential opportunities for investors.

Anastasia Amoroso

Nov 06, 2019

Image of a building's reflection from another building's windows.

Investment Strategy

Why would you invest in Europe now?

Because opportunities can be found in small cap, mid cap and private equity.

Joe Seydl

Nov 05, 2019

Photograph of water crashing down a waterfall.

Investment Strategy

What to do when sentiment rules the markets?

Defying apparent economic fundamentals, sentiment has driven erratic equity market swings this year. We recommend a defensive…

Nov 05, 2019

Investment Strategy

Where are we in the cycle?

Top Market Takeaways: Your weekly download in 3 minutes

Nov 01, 2019

Investment Strategy

How can volatility help to generate yield?

As equity markets become increasingly volatile amid global growth worries and trade tensions, structured notes* can be an…

Philip Suen

Oct 28, 2019

Investment Strategy

Will a “Phase One” deal lead to a lasting trade peace?

No. This is all about soybeans.

Oct 28, 2019

Investment Strategy

Should we worry about government debt?

Top Market Takeaways: Your weekly download in 3 minutes

Oct 25, 2019

Photograph of a row of coins with them being stacked at the end.

Economy & Markets

Warren Peace

A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.

Oct 18, 2019

Investment Strategy

4th Quarter EMEA Client Update

European politics: Hopeful signs or more drama to come?

David Stubbs

Oct 18, 2019

Investment Strategy

We have good news and bad news

Top Market Takeaways: Your weekly download in 3 minutes

Oct 18, 2019

Person using a handheld telescope to view into a city off in the distance.

Investment Strategy

Private equity – is it for you?

It may be, if you are a long-term investor committed to growth and take a strategic approach both to funding capital calls and…

Oct 15, 2019

Investment Strategy

Why you want to stay calm when the markets aren‘t

During market uncertainty, investors often act extremely. Michael Liersch and Andy Goldberg share some tips on how to keep your…

Oct 14, 2019

Investment Strategy

4th Quarter U.S. Market Update

Is the recession obsession justified?

Oct 11, 2019

Image a woman viewing an unidentified object off-screen.

Technology

In Focus: How AI is reshaping the future—and our investments

Now is the time for companies and investors to embrace artificial intelligence and machine learning, or risk being left behind.

Sep 25, 2019

Investment Strategy

Where’s the yield in a slowing world economy?

Two top portfolio managers share their views.

Sep 23, 2019

Investment Strategy

Why China isn’t going to rescue the global economy

Blame the Chinese housing market.

Alex Wolf

Sep 23, 2019

Photograph of water crashing down from a rapid.

Sustainable Investing

Sustainable investing evokes a wave of interest

The growing field is expected to gain even more popularity, especially among millennial investors.

Sep 20, 2019

Image of a turkey standing in a snowy field.

Economy & Markets

Cold Turkey

A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.

Michael Cembalest

Sep 19, 2019

A couple, woman and man, lounge on an outdoor divan, drinking white wine and overlooking the ocean as the sun sets yellow and orange. The edge of their luxury apartment is seen in the corner to their right.

Lending

Why borrow when you have money?

Answer: To meet unexpected expenses or take advantage of timely opportunities—without having to keep a big stash of idle cash…

Sep 16, 2019

A parent observing her daughter using a laptop computer.

Goals-Based Planning

How to give your children skills to manage wealth

Here’s how one couple told their daughters about family wealth, while giving them the skills and support they’d need to manage…

Michael Liersch

Sep 12, 2019

Investment Strategy

Is the recession obsession justified?

We don’t think so. Here’s why we’re recommending investors maintain a balanced and strategic approach.

Sep 12, 2019

Investment Strategy

The dollar is not losing its “exorbitant privilege”—yet

Our specialists explore the shifting tides of the dollar’s dominance on the global stage and the long-term implications for…

Sep 06, 2019

Economy & Markets

So Long Yellow Brick Road

Now that tariffs are starting to bite, the September Eye on the Market takes a close look at the latest from the front lines of…

Michael Cembalest

Sep 03, 2019

Investment Strategy

Unrest in Hong Kong, yield curve inversion, and rising…

What is the real impact on financial markets of the evolving situation in Hong Kong and recent global economic events?

Alex Wolf

Aug 20, 2019

Photograph of shipping containers at a port.

Investment Strategy

An uneasy equilibrium: the emerging U.S./China trade…

Escalating trade war. Rattled markets. Delayed tariffs. What’s next? Likely: a prolonged stalemate

Alex Wolf

Aug 20, 2019

Image of shipping containers in rows and stacked on top of one another.

Investment Strategy

Five things you need to know about the trade war

Tension between the U.S and China is mounting. Markets are reacting. What does this mean for your investments?

Aug 13, 2019

Photograph of a bridge spanning across a river.

Economy & Markets

Market Thoughts: Don’t fight the Fed

In spite of recent volatility, the July rate cut by the Federal Reserve creates conditions for the longest U.S. expansion in…

Richard Madigan

Aug 13, 2019

Investment Strategy

Why you want to focus on emerging markets now

Which developing economies may offer the best shot at growth in a low-growth world? Jake Manoukian and Rashmi Gupta have some…

Aug 07, 2019

View of the Shanghai skyline from the Huangpu River.

Investment Strategy

Time to invest in China’s domestic stock markets?

Some say: The largest risk is not to be invested in China now.

Rafael Cervelli

Aug 01, 2019

Investment Strategy

Continental shifts: exploring Europe’s macro and market…

Continental shifts: exploring Europe’s macro and market outlook

Jul 30, 2019

Investment Strategy

Midyear Outlook Deep Dive

We take a deeper dive into our three key themes for the second half of 2019, laying out our macroeconomic rationale and…

Jul 23, 2019

A white flag waving against a clear blue sky.

Economy & Markets

Food fight at the Fed and in the Leveraged Loan market

Declining monetary policy independence, and declining protections for loan investors.

Michael Cembalest

Jul 19, 2019

Stock photograph of rope on a dock's floor.

Investment Strategy

Adding duration for a late cycle boost

Duration plays a critical role in portfolio construction, and we believe the time is right to explore adding duration to…

Jul 11, 2019

Photograph of the sun shining through the beams of a bridge.

Economy & Markets

What’s ahead for Asia? More tension. Some real hope.

Investors should keep a close eye on this unusually complicated landscape

Alex Wolf

Jul 11, 2019

Investment Strategy

Three reasons to look at China A-shares now

Foreign investors: domestically listed Chinese equities are now available to you--and this market is too big for you to ignore.

Raymond Cheng

Jul 11, 2019

Investment Strategy

Are China and the U.S. fighting a “Tech Cold War”?

Some suggest they are. But there is no Cold War—yet. Here’s why.

Alex Wolf

Jul 11, 2019

Investment Strategy

Is the dollar's "exorbitant privilege" coming to an end?

The U.S. dollar could lose its status as the world’s dominant currency. How does this affect investors?

Craig Cohen

Jul 10, 2019

Education

How to spark a child's interest in investing

An 8-year-old kept asking: “Can I have that toy I saw on TV?” This was his father’s clever response.

Jul 10, 2019

Economy & Markets

Lost in space: The search for democratic socialism in the…

Michael discusses Democratic Socialism, Nordic countries and the real world.

Michael Cembalest

Jun 28, 2019

Investment Strategy

Mid-year Latin America review

Half-way through this challenging year, the region’s top three economies are facing lowered growth projections. But 2019 also…

Franco Uccelli

Jun 20, 2019

Sustainable Investing

Promoting social and environmental good through …

Exclusionary screening supports investors who wish to avoid investing in companies or sectors whose activities or values are no…

Jun 18, 2019

Sustainable Investing

Investment opportunities that can really make an impact

Impact investing represents a significant opportunity for investors to drive social change while seeking competitive financial…

Jun 18, 2019

Sustainable Investing

Incorporating ESG themes into investment decisions

Thematic investing is an approach to sustainability-related investing that focuses on social or environmental “themes” such as…

Jun 18, 2019

Investment Strategy

Trade tensions one year on: economic pain for political gain

As new fronts open in the trade war, it’s less clear than ever whether or not a trade deal is achievable. Here is how we view…

Alex Wolf

Jun 14, 2019

Investment Strategy

Navigating a maturing cycle

Investing in the later stages of the business cycle can be challenging. Here are three themes guiding us today.

Jun 13, 2019

Barbed wire fence and a cloudy sky at sunset

Economy & Markets

Listen when people tell you who they are

Trump has been telling us who he is all along; I should have listened. A story in pictures

Michael Cembalest

Jun 04, 2019

Sustainable Investing

Aligning your social goals and your investments

ESG integration connects investors with companies that display strong social and environmental practices, serving as part of th…

May 29, 2019

Lifestyle

How to (really) tackle the lack of diversity on governanc…

The Investment Summit for Endowments, Foundations and Families focused on diversity in charitable organizations. It’s a critica…

May 28, 2019

Investment Strategy

Innovation: Key to success for hedge funds, philanthropy

Philanthropy and hedge fund investing may seem vastly different from one another. But both rely on innovation and discipline to…

May 28, 2019

Photograph of the United States and Chinese flags.

Economy & Markets

Smoot Hardly

The US-China trade war, prescription drug price legislation and the 2020 election

Michael Cembalest

May 20, 2019

Investment Strategy

Market Thoughts: Bashful bulls

Slowing global growth doesn’t stop Chief Investment Officer Richard Madigan from finding distinct opportunities in the U.S.…

Richard Madigan

May 14, 2019

Economy & Markets

What can flexibility do for you?

Late in the cycle, taking a more nimble approach to investing allows for defense as well as offense. Michael Joelson explains…

Apr 25, 2019

Door open to an old French mansion in Bordeaux

Investment Strategy

Luxury Property Market Trends - UK, France and Switzerland

Whether you are investing in a luxury chalet in the French or Swiss Alps, a practical pied-a-terre in London, an expansive…

Sarah-Jane McFarlane

Apr 17, 2019

Investment Strategy

Luxury Property Market Outlook

As the current financial cycle reaches its later phases, many investors are shifting to more tangible assets, including property.

Sarah-Jane McFarlane

Apr 16, 2019

JPMorgan Chase & Co.

A message from Jamie Dimon, CEO and Chairman of the Board

His annual Letter to Shareholders offers a look at the firm’s principles and strategies—as well as his view of the critical…

Apr 11, 2019

Investment Strategy

Portfolio Perspectives

Challenges and opportunities for investors as the cycle matures

Apr 08, 2019

Stock photograph of a blimp soaring in the cloudy sky.

Economy & Markets

Fed Zeppelin: is the Fed making a mistake?

The Fed pivot is propelling markets higher. The Fed’s big bet: that linkages between unemployment and wages remain broken

Michael Cembalest

Apr 08, 2019

Group of lightbulbs with one bulb shining in the center.

Portfolio Management

Why alternatives matter

Among several other key trends, a better environment for hedge funds could help improve your long-term strategy.

Apr 04, 2019

Photograph of molehills with a mountain range in the distance.

Economy & Markets

Mountains and Molehills

This year’s energy paper covers the Green New Deal, de-carbonization challenges, Germany’s ambitious energy plan, wildfires and…

Michael Cembalest

Mar 26, 2019

Investment Strategy

After a strong rebound, where do we go from here?

Both bulls and bears have solid arguments to make in this market. Here we outline their best cases and find that we’re somewher…

Mar 14, 2019

Investment Strategy

Wish your tax bill was lower?

Consider these tax-efficient investment strategies that might help reduce your burden down the road.

Mar 12, 2019

Parking spot that indicates it is an electric vehicle charging station.

Economy & Markets

What’s happening in the tech sector—and why we like it

We expect continued growth and reasonable company valuations. Now is a good time to consider investing.

Mar 07, 2019

Economy & Markets

Short People: The market rebound, and what comes next

The market rebound: short covering, so far.

Michael Cembalest

Feb 21, 2019

Skyscraper with reflection of buildings on facade, low angle, abstract view

Economy & Markets

Market Thoughts: A weighing machine

Watch or read, as our Chief Investment Officer Richard Madigan discusses that after a fourth quarter marked by panic selling an…

Richard Madigan

Feb 20, 2019

Photograph of $20 gold coins on a scale.

Economy & Markets

Just Do It: On the political economics of wealth and…

Be aware of distorted facts in tax rate debate, and pointed questions about widely reported research on wealth shares.

Michael Cembalest

Jan 28, 2019

Economy & Markets

Good luck with that

With the global stimulus cycle coming to an end, next year could look very different from this one. And then there’s 2020.

Michael Cembalest

Dec 10, 2018

Investment Strategy

Be prepared for the trade talks

The G20 meeting and scheduled talks between Presidents Xi and Trump represent an important milestone in the current trade…

Nov 29, 2018

Photograph of a dead end sign on a road.

Economy & Markets

How business cycles end: Implications for investors

The long bull market in equities may be ending. But profits and the economy often grow even after a market peak. Here’s what it…

Michael Cembalest

Oct 25, 2018

Economy & Markets

Eye on the Market Outlook 2020

We expect a modest recovery in global growth and profits after trade-war weakness in 2019, with markets weighed down by high…

Michael Cembalest

Goals-Based Planning

Why do you give up liquidity when you don’t have to?

Why it’s important to organise and structure your cash efficiently as part of your overall wealth management plans.

Jeffrey Kaveney

Dec 18, 2019

Why do you give up liquidity when you don’t have to?

Goals-Based Planning

Start your new year off right

Elaine Agather, one of the Private Bank’s leaders, shares five actions every client should consider taking now.

Jan 16, 2020

Goals-Based Planning

How to become the best architect of your financial life

Follow these tips to design a decision-making framework that reliably leads to smart financial choices.

Michael Liersch

Jan 13, 2020

Policy & Law

SECURE—ing your retirement and legacy

Congress recently made changes to the laws affecting retirement accounts. Consider how they could impact you.

Dec 19, 2019

Art

What will happen to your cherished art?

Whether you have one piece or a carefully constructed private art collection, make sure it's a point of pride, not contention,…

Dec 19, 2019

Taxes

Opportunity Zones: New rules. New opportunities.

Treasury released its first set of proposed regulations on these new, tax-advantaged investments. Still more clarity is wanted.

Dec 05, 2019

Goals-Based Planning

I’m successful, but can’t talk to my children about money…

Conversations about money are often difficult, especially when you’re concerned about how your children will adapt to a sudden…

Nov 22, 2019

Photograph of a family sitting together with their backs turned to the camera.

Goals-Based Planning

The bucket list: Can you grow your assets for…ever?

You’ve got assets to last generations, but do you know the purpose of your wealth? The power of intent can help grow your asset…

Michael Liersch

Nov 18, 2019

A photo zoomed in on a pair of eyeglasses in a row of other eyeglasses fading into the background.

Lending

Five reasons for borrowing to invest

A strategic use of credit for U.S. taxpayers may be to use loan proceeds for investment purposes. Here’s why.

Nov 15, 2019

Philanthropy

Making a greater impact

Learn more about the J.P. Morgan Charitable Giving Fund.

Oct 28, 2019

Goals-Based Planning

We need to be better prepared

So say many of Asia’s next generation of business leaders faced with potential technological disruptions and their family’s…

Oct 25, 2019

Goals-Based Planning

Be sure to take your RMDs on time

Before the year ends, you must withdraw your required minimum distributions from your retirement accounts – with very few…

Oct 22, 2019

Goals-Based Planning

This fall, take control of your finances—and future

Four actions you can take now to make a big difference.

Oct 16, 2019

Laptop, notebook, colored pencil cup and coffee cup & saucer on a desk

Cybersecurity

How to strengthen your cyber defenses: Clean. Declutter.

Here’s what you can do now to better protect yourself from fraud.

Oct 14, 2019

Photograph of an advisor counseling a couple.

Goals-Based Planning

How does money really make you feel?

Research lends credence to “more money, more problems.” Use these strategies to help you boost the positive impact of money on…

Oct 11, 2019

Taxes

Embrace your year–end tax planning

Thoughtful actions now may bring you better returns later.

Oct 09, 2019

Photograph of a man standing on a mountaintop staring at the sun in the distance.

Business

Preparing to sell your business

“Give me six hours to chop down a tree, and I will spend the first four sharpening the axe” (Abraham Lincoln/Anonymous woodsman)

Sep 26, 2019

Goals-Based Planning

The bucket list: Will your assets last beyond your lifetime?

Thinking about passing on your wealth isn’t easy—but knowing who will benefit, what’s being given, when and how you’re giving…

Michael Liersch

Sep 13, 2019

Goals-Based Planning

How to give your children skills to manage wealth

Here’s how one couple told their daughters about family wealth, while giving them the skills and support they’d need to manage…

Michael Liersch

Sep 12, 2019

Goals-Based Planning

Does your generation know best when it comes to money?

Hint: Maybe not. Across age groups financial decision making is surprisingly similar. These three tips can help us make better…

Michael Liersch

Aug 12, 2019

Education

Preparing Future Leaders: In Collaboration with Tsinghua…

Developing the next generation of leaders is part of J.P. Morgan’s commitment to the communities we serve. Recently, the Privat…

Aug 08, 2019

Goals-Based Planning

A guide to buying residential property abroad

How to strike the right balance between your heart and mind

Jul 30, 2019

Goals-Based Planning

Social Security is important, even for the wealthy

Social Security should be a factor in holistic discussions about your goals in general and retirement in particular.

Jul 25, 2019

Elevated view of a Tug pulling ship, Limassol, Cyprus

Goals-Based Planning

Mind over money

Our financial thoughts and behaviors are often at odds with our goals. Here’s how to bring them into better alignment.

Michael Liersch

Jul 24, 2019

Lifestyle

The intersection of culture and money

How can culture affect how we think about money? Here’s the reflections from Kam Shing Kwang, CEO of J.P. Morgan Private Bank…

Jul 12, 2019

Stock image of a furnished dining table.

Goals-Based Planning

The bucket list: Can you fund your lifestyle—for life?

Your strategy may be sound, but it may need some tinkering. Here’s how to plan for your spending needs in any market cycle.

Michael Liersch

Jul 11, 2019

Trusts & Estates

Is your estate plan unintentionally playing favorites?

Be sure to consider the emotional as well as financial repercussions of your legacy

Jul 10, 2019

Education

How to spark a child's interest in investing

An 8-year-old kept asking: “Can I have that toy I saw on TV?” This was his father’s clever response.

Jul 10, 2019

Goals-Based Planning

The bucket list: Too much—or too little—liquidity?

Are your cash reserves giving you the freedom to do, and invest, as you want? Here’s how to find out.

Michael Liersch

Jun 11, 2019

An empty pier stretching out over the water with a sailboat and mountains in the backdrop.

Goals-Based Planning

Keep your finances on track this summer

It’s a good time to plan for—and with—your family

Jun 07, 2019

Trusts & Estates

Will your heirs actually inherit as you intend? Maybe not.

How you own your assets can derail your estate plan. Best to check that your “titling” and legal documents are in sync.

Jun 07, 2019

Taxes

Taxes to rise on NYC real estate sales

Buyers and sellers of high-end real estate in New York City will pay higher taxes on transactions starting July 1, 2019

May 15, 2019

Goals-Based Planning

Four ways to make the most of buying a home

Whether the new place is for you or for your children, here’s how you might align the purchase with your larger goals

May 15, 2019

Taxes

Opportunity Zones: New answers for investors

Treasury provides key—and much awaited—guidance on qualified opportunity zones in a second round of proposed regulations.

May 14, 2019

Photograph of a family in a living room with each member holding a digital device.

Goals-Based Planning

Is it time to take your life back from tech?

Our global research suggests you’re likely ready. Here are five tips on how your device can enhance your life more, and disrupt…

Michael Liersch

May 14, 2019

Two teenagers counting and organizing money.

Education

Have you talked about college costs with your teenager?

It can be a great opportunity to teach your child more about finances—and your family values

May 14, 2019

Goals-Based Planning

Encouraging an entrepreneurial spirit

Many business-owning and wealthy families are keen to foster an entrepreneurial spirit in the next generation.

Apr 30, 2019

Taxes

You filed your taxes. Now what?

Here’s how you might do better next year, whether you were hurt, helped or held steady under the new tax law.

Apr 25, 2019

Person putting a twenty dollar bill in a savings jar surrounded by other jars with money in them.

Banking

Is your cash working hard enough?

Lessons from big business: Boost the return on your cash while maintaining the liquidity you need.

Apr 16, 2019

Family

Family fortunes

How can wealthy families avoid history’s caution of losing their money in three generations?

Apr 11, 2019

Education

How to teach your children the rewards of saving

Fun and field-tested activities—with big lessons that can last a lifetime.

Apr 10, 2019

A father and his young son ride a sail boat through the ocean.

Goals-Based Planning

The bucket list: How to organize your money with intent

You know what you want to accomplish. Here’s how to organize your wealth to help make it happen.

Michael Liersch

Mar 18, 2019

Silhouette of weather vane against storm clouds.

Business Owners

Are you prepared for a downturn? Many may not be

Private Bank specialist finds Chase survey of business executives “worrying”—as some report having few plans for reinvestment,…

Mar 13, 2019

Arrow hit goal ring in archery target vintage style

Goals-Based Planning

The power of intent

Identifying the approach to your wealth can help you navigate through volatile times

Michael Liersch

Mar 12, 2019

Taxes

Taxes on your mind?

Here are a few actions you might want, or need, to take for your 2018 filing—and some advice for residents of high-tax states…

Feb 14, 2019

thinking-of-leaving-your-vacation-home-to-your-children

Goals-Based Planning

Thinking of leaving the vacation home to your children?…

First, check that they truly want it and it’s the best choice. Then make sure you pass it on in a way that promotes family…

Feb 13, 2019

Family

Basketball icon David Robinson passes his values forward

Striving to be a blessing to others—and to teach his children to do the same

Jan 14, 2019

Business Owners

He built a company - and a tradition of earning the CEO…

Kenneth Lo did not impose the family business on his children, striving for free choice and fairness. The approach prepared his…

Dec 17, 2018

Philanthropy

The New Spiderman: Turning venom into medicine

Known to his colleagues as ‘The Spiderman’, Professor Glenn King is transforming insect venom into treatments for some of our most debilitating diseases.

Jean Sung

Dec 27, 2019

The New Spiderman: Turning venom into medicine

Philanthropy

What makes a Rhodes Scholarship so special? Ask the woman…

The Rhodes Scholarship is the most prestigious in the world. But how does it stay relevant? We asked the woman at the…

Jean Sung

Jan 17, 2020

An elderly homeless woman lying on a pile of clothes and newspapers on a bench with her back turned.

Philanthropy

How can we end homelessness in the U.S.?

Philanthropists play a crucial role in helping the homeless in our cities and communities. Find out how you can make a difference.

Dec 03, 2019

Image of a woman and a man carrying a child during sunset

Philanthropy

Hans Michael Jebsen’s 10 principles

What are the principles for running a successful enterprise and making a lasting philanthropic impact?

Nov 14, 2019

Philanthropy

Making a greater impact

Learn more about the J.P. Morgan Charitable Giving Fund.

Oct 28, 2019

Image of a plastic bottle in a body of water.

Philanthropy

What can you do to stop the planet's plastic problem?

Plastic waste is contaminating the world’s oceans and threatening our health. A renowned environmentalist offered some tips to…

Sep 23, 2019

Philanthropy

Engaging the next generation in philanthropy can produce…

Understanding the importance of engaging the next generation can have significant effects on your family’s philanthropy.

Sep 17, 2019

Close up of child’s hand in refugee camp.

Philanthropy

How Sesame Street is helping solve the refugee crisis

Education is often a luxury, rather than a lifeline, in many humanitarian settings. Learn how one organization is helping to…

Sep 12, 2019

Philanthropy

Education for school-age children: A guide for change

How can you help bolster the potential of the next generation?

Jul 24, 2019

Philanthropy

Tips from a master: Serving on a nonprofit board

For renowned philanthropist John Rosenwald, a rewarding journey begins with personal passion, navigates the many…

Mar 18, 2019

Philanthropy

4 key pillars for promoting economic opportunity

In 2017, JPMorgan Chase invested $250 million in philanthropic capital. What can you learn from the strategy behind this…

May 08, 2018

Lifestyle

NextList2020

A lens on the new and undiscovered in 2020

Dec 03, 2019

Stock photograph of digital devices wrapped with a Christmas bow.

Cybersecurity

’Tis the season to shop, travel and boost your cyber safety

Cybercrime tends to spike at year-end when transactions and travel are up and consumers’ guards may be down. Use these best…

Nov 25, 2019

Business

Collective Identity — Paris Photo 2019

Marking our ninth year as an official partner of Paris Photo, J.P. Morgan presents Collective Identity, a special exhibition…

Oct 07, 2019

Photograph of children laying on the ground while looking into their mobile devices.

Cybersecurity

Back to school: Are your children cyber safe?

There’s a lot you can do to help protect children—and teach them so they may protect themselves.

Aug 13, 2019

Education

Preparing Future Leaders: In Collaboration with Tsinghua…

Developing the next generation of leaders is part of J.P. Morgan’s commitment to the communities we serve. Recently, the Privat…

Aug 08, 2019

Chase Manhattan Bank Mural (Drapeau Americain), 1959

Art

Trends in art: Insights for collectors

Learn more about recent trends and market shifts in the world of art, as well as J.P. Morgan’s offerings.

Jul 25, 2019

Close up of woman checking the shopping list on smart watch in a shopping mall.

Cybersecurity

Everything connected, everything exposed?

Virtual assistants and other smart devices could leave you vulnerable to cyber risks. Here are seven tips to protect yourself.

Jul 14, 2019

Goals-Based Planning

Are you ready to acquire a second citizenship or residency?

For globally-minded families, changing one's nationality or tax residency is an option to consider. We can help.

Jun 24, 2019

Cybersecurity

A teen’s social media profile risked his family’s wealth

One client’s story highlights the need to set ground rules for online activity—especially when the family is traveling

Jun 13, 2019

Technology

Hungry to own a sports team? Consider eSports

For those seeking entrée to the world of sports team ownership, eSports can provide a significant adrenaline rush at a…

May 06, 2019

Lifestyle

Gyeongju: A bedrock of Korean culture

Its royal tombs, Buddhist grotto and annual festival make this seaside marvel a must-visit destination.

Sep 14, 2018

Lifestyle

How to better manage your coffee buzz

We answer four key questions to help you get the most from your daily dose of java.

Sep 12, 2018

Utility Name

Goals Based Investing and Advice

Eye on the Market Outlook 2020

A bank for achievers

#NextList2020

Insights

Start your new year off right

What makes a Rhodes Scholarship so special? Ask the woman…

What is a circular economy—and how can you to invest in it?

Six mistakes investors should avoid in 2020

Do you know how to protect yourself from email fraud?

How to become the best architect of your financial life

The New Spiderman: Turning venom into medicine

SECURE—ing your retirement and legacy

What will happen to your cherished art?

Why do you give up liquidity when you don’t have to?

Private Bank Outlook 2020

Private Bank Outlook 2020

It’s hard to find a bargain these days

Start your new year off right

What is a circular economy—and how can you to invest in it?

Six mistakes investors should avoid in 2020

New year, new wild card

What will 2020 bring?

War of the Worlds

The Defining Events of the Decade

What makes gold important in this environment?

Growing Pains

Never tell me the odds

Giving Thanks

The Armageddonists

Fixed income investing in a low-yield environment

Five investment insights from WCM's Kurt Winrich

What to expect when you're expecting (more negative…

If innovating was easy, everyone would do it

Market Thoughts: Control the controllable

How to increase the global food supply

Taking stock at market highs

How do you find—and invest in—innovation?

2020 U.S. election primer

Why to focus on the electric vehicles industry now

Why would you invest in Europe now?

What to do when sentiment rules the markets?

Where are we in the cycle?

How can volatility help to generate yield?

Will a “Phase One” deal lead to a lasting trade peace?

Should we worry about government debt?

Warren Peace

4th Quarter EMEA Client Update

We have good news and bad news

Private equity – is it for you?

Why you want to stay calm when the markets aren‘t

4th Quarter U.S. Market Update

In Focus: How AI is reshaping the future—and our investments

Where’s the yield in a slowing world economy?

Why China isn’t going to rescue the global economy

Sustainable investing evokes a wave of interest

Cold Turkey

Why borrow when you have money?

How to give your children skills to manage wealth

Is the recession obsession justified?

The dollar is not losing its “exorbitant privilege”—yet

So Long Yellow Brick Road

Unrest in Hong Kong, yield curve inversion, and rising…

An uneasy equilibrium: the emerging U.S./China trade…

Five things you need to know about the trade war

Market Thoughts: Don’t fight the Fed

Why you want to focus on emerging markets now

Time to invest in China’s domestic stock markets?

Continental shifts: exploring Europe’s macro and market…

Midyear Outlook Deep Dive

Food fight at the Fed and in the Leveraged Loan market

Adding duration for a late cycle boost

What’s ahead for Asia? More tension. Some real hope.

Three reasons to look at China A-shares now

Are China and the U.S. fighting a “Tech Cold War”?

Is the dollar's "exorbitant privilege" coming to an end?

How to spark a child's interest in investing

Lost in space: The search for democratic socialism in the…

Mid-year Latin America review