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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.
showingcontentfor Featured
  • 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

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

A 40 degree week
A 40 degree week
Investment Strategy

A 40 degree week

Top Market Takeaways: Your weekly download in 3 minutes
  • Elyse Ausenbaugh
Jun 14, 2019
Navigating a maturing cycle
Navigating a maturing cycle
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.

  • Andrew Goldberg
Jun 13, 2019
A teen’s social media profile risked his family’s wealth
A teen’s social media profile risked his family’s wealth
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
The bucket list: Too much—or too little—liquidity?
The bucket list: Too much—or too little—liquidity?
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
Thinking about moving to cash? Consider these approaches…
Thinking about moving to cash? Consider these approaches first.
Investment Strategy

Thinking about moving to cash? Consider these approaches…

In Markets Monthly, Jake Manoukian and Cayman Wills discuss three smart ways to approach late-cycle investing, and which sector…
Jun 11, 2019
SECURE-ing your retirement and legacy
SECURE-ing your retirement and legacy
Policy & Law

SECURE-ing your retirement and legacy

Congress recently proposed changes to the laws affecting retirement accounts. Consider how they could impact you.
Jun 10, 2019
Will your heirs actually inherit as you intend? Maybe not.
Will your heirs actually inherit as you intend? Maybe not.
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
Listen when people tell you who they are
Listen when people tell you who they are
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
Exceptional stories about people and ideas changing the…
Exceptional stories about people and ideas changing the world
Lifestyle

Exceptional stories about people and ideas changing the…

Explore the 10 non-fiction books on J.P. Morgan’s 2019 Summer Reading List.
May 28, 2019
showingcontentfor Investing
  • 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.

  • Andrew Goldberg
Jun 13, 2019

Incorporating ESG themes into investment decisions
Incorporating ESG themes into investment decisions
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 opportunities that can really make an impact
Investment opportunities that can really make an impact
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
Promoting social and environmental good through …
Promoting social and environmental good through ‘exclusionary screening’
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
A 40 degree week
A 40 degree week
Investment Strategy

A 40 degree week

Top Market Takeaways: Your weekly download in 3 minutes
  • Elyse Ausenbaugh
Jun 14, 2019
Thinking about moving to cash? Consider these approaches…
Thinking about moving to cash? Consider these approaches first.
Investment Strategy

Thinking about moving to cash? Consider these approaches…

In Markets Monthly, Jake Manoukian and Cayman Wills discuss three smart ways to approach late-cycle investing, and which sector…
Jun 11, 2019
Listen when people tell you who they are
Listen when people tell you who they are
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
Aligning your social goals and your investments
Aligning your social goals and your investments
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
Innovation: Key to success for hedge funds, philanthropy
Innovation: Key to success for hedge funds, philanthropy
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
Market Thoughts: Bashful bulls
Market Thoughts: Bashful bulls
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
How to think about risk late in the market cycle
How to think about risk late in the market cycle
Investment Strategy

How to think about risk late in the market cycle

De-risking does not mean taking no risk. Think about why you’re invested in the first place and focus on the risk required to…
  • Andrew Goldberg
May 14, 2019
China trade war: What does it mean for investors?
China trade war: What does it mean for investors?
Investment Strategy

China trade war: What does it mean for investors?

U.S.-China trade tensions have erupted again. What do more tariffs mean? And why are investors worried about it?

  • Alex Wolf
May 10, 2019
What can flexibility do for you?
What can flexibility do for you?
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
A message from Jamie Dimon, CEO and Chairman of the Board
A message from Jamie Dimon, CEO and Chairman of the Board
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
Fed Zeppelin: is the Fed making a mistake?
Fed Zeppelin: is the Fed making a mistake?
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
Mountains and Molehills
Mountains and Molehills
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
After a strong rebound, where do we go from here?
After a strong rebound, where do we go from here?
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…
  • Andrew Goldberg
Mar 14, 2019
Wish your tax bill was lower?
Wish your tax bill was lower?
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
What’s happening in the tech sector—and why we like it
What’s happening in the tech sector—and why we like it
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
Fixed income biases--how they may affect your portfolio
Fixed income biases--how they may affect your portfolio
Economy & Markets

Fixed income biases--how they may affect your portfolio

We’re all prone to biases of some sort, but they can have consequences in investing. Here are some common fixed income…
Feb 12, 2019
Short People: The market rebound, and what comes next
Short People: The market rebound, and what comes next
Economy & Markets

Short People: The market rebound, and what comes next

The market rebound: short covering, so far.
  • Michael Cembalest
Feb 21, 2019
Market Thoughts: A weighing machine
Market Thoughts: A weighing machine
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
The future looks bright for technology companies—and their investors
The future looks bright for technology companies—and their investors
Investment Strategy

The future looks bright for technology companies—and thei…

As individuals and industries come to rely more on digital connectivity, opportunities for growth and disruption follow
Apr 26, 2019
Just Do It: On the political economics of wealth and income redistribution
Just Do It: On the political economics of wealth and income redistribution
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
Portfolios with purpose
Portfolios with purpose
Sustainable Investing

Portfolios with purpose

Sustainable investing seeks to balance your financial well-being with the greater good. See how it might fit your objectives
Jan 18, 2019
Markets are nervous, but you don’t have to be
Markets are nervous, but you don’t have to be
Economy & Markets

Markets are nervous, but you don’t have to be

Defining your goals and understanding your time horizon can help relieve anxiety during uncertain times, and even reveal…
Jan 09, 2019
GIO quarterly update: Our top ideas for 2019
GIO quarterly update: Our top ideas for 2019
Investment Strategy

GIO quarterly update: Our top ideas for 2019

As we enter the new year, we stand ready to help you navigate the increasingly more complex and volatile markets. Here, we shar…
  • Anastasia Amoroso
Dec 01, 2018
Fixed income investing in 2019: rethink your risk
Fixed income investing in 2019: rethink your risk
Investment Strategy

Fixed income investing in 2019: rethink your risk

With expectations for bumpy times ahead, invest conservatively and trade opportunistically.
Jan 04, 2019
An early 2019 outlook amidst market volatility
An early 2019 outlook amidst market volatility
Investment Strategy

An early 2019 outlook amidst market volatility

At the dawn of 2019 there is already a lot to consider for market positioning. Have these developments affected your positioning?
Jan 03, 2019
Equity investing in 2019: buckle up
Equity investing in 2019: buckle up
Investment Strategy

Equity investing in 2019: buckle up

We anticipate bumpy times for equities in 2019. So what opportunities are we looking for in these uncertain markets?
Jan 02, 2019
What does market volatility mean for you?
What does market volatility mean for you?
Investment Strategy

What does market volatility mean for you?

This market presents both risk and opportunity. Here’s how we are navigating today’s environment.
Dec 26, 2018
Bear market barometer
Bear market barometer
Economy & Markets

Bear market barometer

For the first time in years, stock and bond valuations are below median, pricing in pessimism instead of optimism.
  • Michael Cembalest
Dec 26, 2018
Recent volatility—here’s what you need to know
Recent volatility—here’s what you need to know
Investment Strategy

Recent volatility—here’s what you need to know

Stocks are swinging on news about trade wars and the Fed’s rate hike cycle, but some trends offer clues about what is really to…
  • Jacob Manoukian
Dec 14, 2018
Europe's technological future
Europe's technological future
Economy & Markets

Europe's technological future

Companies throughout Europe are building on the region’s rich heritage of innovation across a wide range of industries.
Jul 05, 2018
Good luck with that
Good luck with that
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
Cybercrime: From threat to opportunity
Cybercrime: From threat to opportunity
Investment Strategy

Cybercrime: From threat to opportunity

The race to safeguard data could generate meaningful gains for investors.
Dec 04, 2018
Municipal bonds: Don't call it a comeback
Municipal bonds: Don't call it a comeback
Investment Strategy

Municipal bonds: Don't call it a comeback

The post-recession news has been all about equity gains. But now a staunch, fixed income investment may be ready for its…
Nov 14, 2018
Be prepared for the trade talks
Be prepared for the trade talks
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
Presidents Xi and Trump at no ordinary G20
Presidents Xi and Trump at no ordinary G20
Investment Strategy

Presidents Xi and Trump at no ordinary G20

The meeting of Presidents Xi and Trump in Argentina was very closely watched, given the context of the recent US-China trade…
Dec 03, 2018
Private equity dry powder: implications for investors
Private equity dry powder: implications for investors
Economy & Markets

Private equity dry powder: implications for investors

As investment funds pour into private equity, large pools of capital remain unspent. Let’s dig into some data to find out what…
  • Michael Cembalest
Nov 19, 2018
Next-generation vehicles may be the next "gold rush"
Next-generation vehicles may be the next "gold rush"
Investment Strategy

Next-generation vehicles may be the next "gold rush"

Investors seeking pay dirt from the shift to electric and autonomous vehicles might be wise to ignore the big automakers and…
Nov 15, 2018
The importance of a late-cycle bond strategy
The importance of a late-cycle bond strategy
Investment Strategy

The importance of a late-cycle bond strategy

The recent bouts of late-cycle volatility in global stock markets have underscored the importance of holding bonds as a…
Nov 09, 2018
How business cycles end: Implications for investors
How business cycles end: Implications for investors
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
In Focus: As data privacy concerns heighten, software stands to gain
In Focus: As data privacy concerns heighten, software stands to gain
Investment Strategy

In Focus: As data privacy concerns heighten, software…

With recent regulatory developments around data privacy, we believe significant investment in data protection is the new norm.…
  • Anastasia Amoroso
Oct 16, 2018
Factors: Being Active About Passive
Factors: Being Active About Passive
Portfolio Management

Factors: Being Active About Passive

Our process and our team have changed as markets have evolved. Learn how we stay at the forefront of the industry.
Oct 16, 2018
Market Thoughts: Pace matters. So does endurance.
Market Thoughts: Pace matters. So does endurance.
Economy & Markets

Market Thoughts: Pace matters. So does endurance.

Pace matters. So does endurance...reminders for marathon runners. Also applicable as guiding principles when managing money.
  • Richard Madigan
Oct 15, 2018
The final act?
The final act?
Investment Strategy

The final act?

How to position your portfolio as the economic cycle enters its later stages.
Oct 15, 2018
Correction or collapse?
Correction or collapse?
Investment Strategy

Correction or collapse?

We expect US stock markets to regain strength after a short-lived sell-off, a view supported by fundamentals that remain healthy.
Oct 15, 2018
Meet the Manager: Leading the charge
Meet the Manager: Leading the charge
Sustainable Investing

Meet the Manager: Leading the charge

Europe leads the world in socially responsible assets under management. We talk to an innovative London-based firm that’s…
Oct 11, 2018
Costa Rica: Fiscal Challenges Mount
Costa Rica: Fiscal Challenges Mount
Economy & Markets

Costa Rica: Fiscal Challenges Mount

Costa Rica’s fragile fiscal condition has deteriorated materially in recent years to become the country’s most pressing economi…
  • Franco Uccelli
Oct 05, 2018
The future of healthcare
The future of healthcare
Investment Strategy

The future of healthcare

Breakthroughs in medical research, along with shifting global demographics, could lead to long-term upside in the healthcare…
Sep 17, 2018
U.S. cyclical momentum reaffirms the Fed’s mission
U.S. cyclical momentum reaffirms the Fed’s mission
Economy & Markets

U.S. cyclical momentum reaffirms the Fed’s mission

Turkey’s currency crisis and U.S. economic factors aren’t likely to slow Fed tightening. We outline the implications for global…
  • Michael Vaknin
Aug 22, 2018
Do the midterm elections matter?
Do the midterm elections matter?
Investment Strategy

Do the midterm elections matter?

For policy, yes. But for your portfolio, probably not enough to derail your investment plan.
Sep 17, 2018
Emerging market opportunities amidst trade wars
Emerging market opportunities amidst trade wars
Economy & Markets

Emerging market opportunities amidst trade wars

The current fundamental backdrop remains supportive for emerging markets and many of the recent headwinds are likely to…
  • Michael Vaknin
Sep 24, 2018
Interest Rates: Causes and Effects
Interest Rates: Causes and Effects
Economy & Markets

Interest Rates: Causes and Effects

After many years in which interest rates were very close to zero, global economic conditions have changed and rates have begun…
Jul 30, 2018
The British pound: volatility and opportunity ahead?
The British pound: volatility and opportunity ahead?
Investment Strategy

The British pound: volatility and opportunity ahead?

With the United Kingdom poised for a softer Brexit and heightened political risk, you may want to reconsider your position on…
Jul 24, 2018
Why alternatives matter
Why alternatives matter
Portfolio Management

Why alternatives matter

Among several other key trends, a better environment for hedge funds could help improve your long-term strategy.
Jul 16, 2018
Trade War: Winners and Losers
Trade War: Winners and Losers
Economy & Markets

Trade War: Winners and Losers

Are trade wars something good and easy to win? Market never saw it that way and believes that in trade wars everyone loses.
  • Franco Uccelli
Jul 16, 2018
Trade strains risk globalization gains
Trade strains risk globalization gains
Economy & Markets

Trade strains risk globalization gains

Trade tensions threaten the long-term outlook for globalization. What does this mean for your portfolio?
  • Michael Vaknin
Jul 12, 2018
Focus on the fundamentals
Focus on the fundamentals
Investment Strategy

Focus on the fundamentals

The strong global economic environment continues to provide a supportive backdrop for equities.
Jul 06, 2018
On a roll
On a roll
Economy & Markets

On a roll

Corporate simplification has accelerated in Europe, presenting compelling investment opportunities across many industry sectors
  • Grace Peters
Jul 05, 2018
showingcontentfor Planning
  • 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

Image of a ship seen from the top

SECURE-ing your retirement and legacy
SECURE-ing your retirement and legacy
Policy & Law

SECURE-ing your retirement and legacy

Congress recently proposed changes to the laws affecting retirement accounts. Consider how they could impact you.
Jun 10, 2019
Keep your finances on track this summer
Keep your finances on track this summer
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
Will your heirs actually inherit as you intend? Maybe not.
Will your heirs actually inherit as you intend? Maybe not.
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
The power of intent
The power of intent
Goals-Based Planning

The power of intent

Identifying the approach to your wealth can help you navigate through volatile times
  • Michael Liersch
Jun 06, 2019
Four ways to make the most of buying a home
Four ways to make the most of buying a home
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 to rise on NYC real estate sales
Taxes to rise on NYC real estate sales
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
Have you talked about college costs with your teenager?
Have you talked about college costs with your teenager?
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
Is it time to take your life back from tech?
Is it time to take your life back from tech?
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
Opportunity Zones: New answers for investors
Opportunity Zones: New answers for investors
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
You filed your taxes. Now what?
You filed your taxes. Now what?
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
Is your cash working hard enough?
Is your cash working hard enough?
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 fortunes
Family fortunes
Family

Family fortunes

How can wealthy families avoid history’s caution of losing their money in three generations?
Apr 11, 2019
The bucket list: How to organize your money with intent
The bucket list: How to organize your money with intent
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
Are you prepared for a downturn? Many may not be
Are you prepared for a downturn? Many may not be
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
Taxes on your mind?
Taxes on your mind?
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 the vacation home to your children? Think again
Thinking of leaving the vacation home to your children? Think again
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
How to build a better retirement-even in volatile markets
How to build a better retirement-even in volatile markets
Goals-Based Planning

How to build a better retirement-even in volatile markets

The start of the year is a perfect time to reassess your portfolio and ensure you’re on track for the retirement you want. Here…
Jan 14, 2019
Basketball icon David Robinson passes his values forward
Basketball icon David Robinson passes his values forward
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
Q1 Checklist: Seven actions to start the year off right
Q1 Checklist: Seven actions to start the year off right
Goals-Based Planning

Q1 Checklist: Seven actions to start the year off right

Our guide to making—and keeping—one of the best resolutions: getting your financial house in order.

Jan 10, 2019
He built a company - and a tradition of earning the CEO slot
He built a company - and a tradition of earning the CEO slot
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
Teach children 7 skills to empower them in money matters
Teach children 7 skills to empower them in money matters
Goals-Based Planning

Teach children 7 skills to empower them in money matters

You can start as early as age 3. But it’s never too late to engage.
Dec 13, 2018
Who will take your company into the future?
Who will take your company into the future?
Business Owners

Who will take your company into the future?

Around the globe, nearly half of all founders say “my children”; in Asia, that number is 91%
Dec 11, 2018
From startup, to buildup, to the next unicorn. Your company?
From startup, to buildup, to the next unicorn. Your company?
Business Owners

From startup, to buildup, to the next unicorn. Your company?

Find out what it takes to get to the big IPO, and beyond.
Dec 10, 2018
Be sure to take your RMDs on time
Be sure to take your RMDs on time
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…
Nov 16, 2018
How not to overreact when markets are volatile
How not to overreact when markets are volatile
Goals-Based Planning

How not to overreact when markets are volatile

Why we’re programmed to overreact during market volatility—and how you might use big swings to your advantage by staying the…
Nov 15, 2018
Opportunity Zones: New rules. New opportunities.
Opportunity Zones: New rules. New opportunities.
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.
Nov 09, 2018
Your 2018 tax strategy: What’s different?
Your 2018 tax strategy: What’s different?
Goals-Based Planning

Your 2018 tax strategy: What’s different?

The new tax law got rid of many deductions, but there some are new opportunities and classic techniques that can help you…
Oct 15, 2018
Opportunity Zones: Great promise. Current confusion.
Opportunity Zones: Great promise. Current confusion.
Taxes

Opportunity Zones: Great promise. Current confusion.

Investors are hesitating to take advantage of a new tax incentive aimed at boosting low-income areas. Guidelines are lacking an…
Sep 17, 2018
Social Security is important, even for the wealthy
Social Security is important, even for the wealthy
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.
Aug 16, 2018
Your child asks about your wealth. What do you say?
Your child asks about your wealth. What do you say?
Goals-Based Planning

Your child asks about your wealth. What do you say?

You don’t have to fumble for an answer. Here’s one father’s story and an expert’s insights.
Aug 15, 2018
Mind over money
Mind over money
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.
Jun 21, 2018
The UK Essentials List: Winter Update
The UK Essentials List: Winter Update
Goals-Based Planning

The UK Essentials List: Winter Update

As the nights draw in and you and your family prepare for the festive season, now is a great time to think about your big picture.
Jun 12, 2018
showingcontentfor Giving
  • 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 practicalities—and continues for years.
Mar 18, 2019

Taking risks in the fight against a disease
Taking risks in the fight against a disease
Philanthropy

Taking risks in the fight against a disease

Supporting medical innovations that others cannot or will not fund? That’s just one part of David Panzirer’s fight against type…
Jan 29, 2019
Alleviating poverty in New York City
Alleviating poverty in New York City
Philanthropy

Alleviating poverty in New York City

New York City is making headway in its battle against poverty through a mix of public policy and private philanthropy.
Jan 21, 2019
#GivingTuesday: A celebration of giving
#GivingTuesday: A celebration of giving
Philanthropy

#GivingTuesday: A celebration of giving

With over $300 million raised in 2017 alone, #GivingTuesday is more than just a day of charity. It’s a movement.
Nov 20, 2018
How different generations approach philanthropy
How different generations approach philanthropy
Philanthropy

How different generations approach philanthropy

Do you plan to involve young adults in your philanthropic decisions? Or your parents? Each generation has its own outlook on…
Oct 30, 2018
How Sesame Street is helping solve the refugee crisis
How Sesame Street is helping solve the refugee crisis
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…
Oct 29, 2018
Keeping a promise: LeBron James grows his nonprofit
Keeping a promise: LeBron James grows his nonprofit
Philanthropy

Keeping a promise: LeBron James grows his nonprofit

The basketball superstar and JPMorgan Chase are collaborating to help the youth of Akron, Ohio. Go behind the scenes of their…
Oct 18, 2018
A stronger embrace?
A stronger embrace?
Philanthropy

A stronger embrace?

You may need your charitable deduction more in 2018—just when charities may need your donation more
Oct 12, 2018
Take the AdvancingCities Challenge
Take the AdvancingCities Challenge
Company News

Take the AdvancingCities Challenge

The global economy is growing, but not all communities benefit. A five-year initiative aims to bolster the long-term vitality o…
Oct 12, 2018
Improving global health: key trends and opportunities
Improving global health: key trends and opportunities
Philanthropy

Improving global health: key trends and opportunities

From technology to disease response, to policymaking, there’s no shortage of avenues to pursue if improving health is your…
Aug 10, 2018
Education for school-age children: a guide for change
Education for school-age children: a guide for change
Philanthropy

Education for school-age children: a guide for change

How can you help bolster the potential of the next generation?
Aug 08, 2018
In Cartagena, a celebration of music, community and giving
In Cartagena, a celebration of music, community and giving
Philanthropy

In Cartagena, a celebration of music, community and giving

The Cartagena International Music Festival is one of Latin America’s greatest cultural events. Meet the philanthropist who help…
Jul 03, 2018
showingcontentfor Living
  • 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

Boy and Girl looking into their phones

Hungry to own a sports team? Consider eSports
Hungry to own a sports team? Consider eSports
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
Exceptional stories about people and ideas changing the…
Exceptional stories about people and ideas changing the world
Lifestyle

Exceptional stories about people and ideas changing the…

Explore the 10 non-fiction books on J.P. Morgan’s 2019 Summer Reading List.
May 28, 2019
How to (really) tackle the lack of diversity on governanc…
How to (really) tackle the lack of diversity on governance boards
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
Art on location: Bogota
Art on location: Bogota
Economy & Markets

Art on location: Bogota

With Bogota’s art scene blossoming, head curator Mark Roe explores some of the most interesting galleries in Colombia’s thrivin…
Dec 12, 2018
When's the last time you read a privacy policy?
When's the last time you read a privacy policy?
Cybersecurity

When's the last time you read a privacy policy?

How conscious are you of who is collecting, sharing and building data profiles based on your online behavior?
Mar 09, 2018
How to improve your leadership skills in two minutes or less
How to improve your leadership skills in two minutes or less
Lifestyle

How to improve your leadership skills in two minutes or less

What can you learn from some of the world’s most successful leaders? An author from our 2018 Reading List offers an exclusive…
Oct 22, 2018
Gyeongju: A bedrock of Korean culture
Gyeongju: A bedrock of Korean culture
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
How to better manage your coffee buzz
How to better manage your coffee buzz
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
Cultivating fearlessness
Cultivating fearlessness
Art

Cultivating fearlessness

Multimedia artist Basil Kincaid taps the traditional practice of quilting to create bold new works that challenge how we…
Aug 06, 2018
Fostering the art of living
Fostering the art of living
Art

Fostering the art of living

What inspired the León family to create one of the world’s most important collections of Dominican art? Here they share their…
Jul 02, 2018
Everything connected, everything exposed?
Everything connected, everything exposed?
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.
Jun 15, 2018
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