J.P. MORGAN
Watch the story unfold
J.P. Morgan Summer Reading List 2023
We’re pleased to share our collection of books selected to spark curiosity, inspire new perspectives and unlock potential for the future. With new titles by creative luminaries, admired industry leaders and forward-thinking entrepreneurs, the books invite readers worldwide on a journey from the canopy of the Amazon to the ranches of Wyoming, to the boardrooms of Hong Kong and beyond.
[MUSIC PLAYING] Books fuel our progress. Feed our intellect. Fire our imaginations. And have re-framed our perspectives for centuries. We're proud to introduce the JPMorgan Summer Reading List 2023. A collection of books selected to spark curiosity. Inspire new perspectives. And unlock potential. Former IBM CEO, Ginni Rometty, shares her pioneering path to becoming one of the world's most influential business leaders. This memoir with purpose offers a blueprint for using good power to inspire teams, advance careers and companies, and to build a better world. And in Money Machine, discover the compelling account of one of the most significant deals in private equity history, the first foreign acquisition of a Chinese National Bank. Explore the intersection of technology and human ingenuity in Radically Human, which outlines how pioneering companies across industries are tapping into technology-led strategy and reshaping the very nature of innovation. And inclusivity takes center stage in Amazing Asian-Americans and Pacific Islanders Who Inspire Us All. This children's picture book is perfect to share with families and features 36 inspirational Asian-Americans and Pacific Islanders and explores the impact they've had on the world. If nature is your passion, the tree book combines bewildering facts with dazzling landscape photography of the endless species of trees found in forests and woodlands all around the globe. And finally, futurist and researcher Nicholas Badminton shows us how innovation strategy and maintaining an open minded approach can help organizations prepare themselves for whatever obstacles the future holds. This is the JPMorgan Summer Reading List 2023. What's next for you? [MUSIC PLAYING] (SPEECH) [MUSIC PLAYING] (DESCRIPTION) Logo, J.P.Morgan. A man selects a book from a plentifully stocked bookcase. (SPEECH) Books fuel our progress. (DESCRIPTION) He pulls a book from the shelf entitled "Smart Brevity." (SPEECH) Feed our intellect. (DESCRIPTION) In a home living area setting, a woman sits on a sofa, turning a book's pages. (SPEECH) Fire our imaginations. (DESCRIPTION) An elderly man opens a book to Chapter Seven: "Igniting Imagination." (SPEECH) And have re-framed our perspectives for centuries. (DESCRIPTION) Logo, J.P.Morgan. Title, Summer Reading List 2023. (SPEECH) We're proud to introduce the JPMorgan Summer Reading List 2023. (DESCRIPTION) A man sits at a table, reading "Deflections of a Vintner," by Tor Kenward. (SPEECH) A collection of books selected to spark curiosity. Inspire new perspectives. And unlock potential. (DESCRIPTION) Standing outside on a deck, a man turns the pages of a book about coffee beans while gazing at the trees. -- A book by Ginny Rometty is displayed: "Good Power. Leading Positive Change in Our Lives, Work, and World." (SPEECH) Former IBM CEO, Ginni Rometty, shares her pioneering path to becoming one of the world's most influential business leaders. (DESCRIPTION) At home, a woman sits on a sofa, turning the pages of the book, coming to a chapter entitled "What's Possible." Chapter 11: "Envisioning a Better Future for More People." This memoir with purpose offers a blueprint for using good power to inspire teams, advance careers and companies, and to build a better world. (DESCRIPTION) A woman stands by a bookcase reading "Money Machine: A Trailblazing American Venture in China," by Weijian Shan. (SPEECH) And in Money Machine, discover the compelling account of one of the most significant deals in private equity history, the first foreign acquisition of a Chinese National Bank. (DESCRIPTION) Someone sits at a table and reads "Radically Human. How New Technology is Transforming Business and Shaping Our Future," by Paul R. Daugherty and H. James Wilson. -- An illustrated section is entitled "The Evolution of Technology. A Subset of Examples of How Technology is Advancing." Text, Machine-Centric. Collaborative. Human-Centric. (SPEECH) Explore the intersection of technology and human ingenuity in Radically Human, which outlines how pioneering companies across industries are tapping into technology-led strategy and reshaping the very nature of innovation. (DESCRIPTION) A child sits on an outdoor sofa with an elderly gentleman. Together, they read "Amazing," (SPEECH) And inclusivity takes center stage in Amazing Asian-Americans and Pacific Islanders Who Inspire Us All. This children's picture book is perfect to share with families and features 36 inspirational Asian-Americans and Pacific Islanders and explores the impact they've had on the world. (DESCRIPTION) "The Tree Book. The Stories, Science, and History of Trees" is displayed. Chapters include "Queen Sago, " "Incense Cedar," "Dragon's Blood Tree," "Flowering Trees," and "Quaking Aspen" (SPEECH) If nature is your passion, the tree book combines bewildering facts with dazzling landscape photography of the endless species of trees found in forests and woodlands all around the globe. (DESCRIPTION) The last book is pulled from the shelf: "Facing Our Futures. How Foresight, Futures Design, and Strategy Creates Prosperity and Growth," written by Nikolas Badminton. By the light of a nearby window, a man reads the book, starting with Chapter One, "What is Foresight?" (SPEECH) And finally, futurist and researcher Nicholas Badminton shows us how innovation strategy and maintaining an open minded approach can help organizations prepare themselves for whatever obstacles the future holds. (DESCRIPTION) Logo, J.P.Morgan. Text, Summer Reading List 2023. Twelve book covers are displayed. (SPEECH) This is the JPMorgan Summer Reading List 2023. What's next for you?
An annual tradition, now in its 24th year
We’re proud to present the J.P. Morgan Summer Reading List 2023
A collection of books selected to spark curiosity, inspire new perspectives and unlock potential.
Navigate the list by clicking the arrow icons, using the arrow keys on your keyboard, or selecting a cover from the overview.
Back to Overview
1/12
Good Power
Leading Positive Change in Our Lives, Work, and World
by Ginni Rometty
The former IBM CEO shares her pioneering path from a difficult childhood to becoming one of the world’s most influential business leaders. With candor and wisdom, Ginni Rometty recounts her life and career milestones—personal challenges, critical decisions and passionate advocacy—all while redefining power as a way to drive meaningful change. From protecting trans workers to hiring employees with unconventional career paths, Rometty’s “memoir with purpose” offers a blueprint for using “good power” to inspire teams, advance careers and companies, and to build a better world.
We don’t need to accept the status quo as fate. Instead, with this type of power, we can rise up against obstacles we face with grace and grit.”
Back to Overview
2/12
Money Machine
A Trailblazing American Venture in China
by Weijian Shan
In this fascinating tale of an American firm’s success in China, Weijian Shan delivers the compelling story of one of the most significant deals in private equity history: the first foreign acquisition of a Chinese national bank. In this firsthand account from the chief architect of the deal, Money Machine offers a peek behind the curtain of the process, including the complex negotiations between private equity executives and Chinese regulators, and the challenges of returning the bank to profitability. Tracing the deal from inception to victorious conclusion, Shan reveals insights into China’s capital system, how to thrive in a foreign culture and how private equity firms can add real value to companies.
This is a book about a bank deal, about how it happened, and the reverberations is sent across China and the world of high finance.”
Back to Overview
3/12
Reflections of a Vintner
Stories and Seasonal Wisdom from a Lifetime in Napa Valley
by Tor Kenward
This iconic, award-winning vintner recounts the lessons learned and friendships forged during his nearly 50-year journey through the burgeoning wine industry of Napa Valley. Detailing experiences from the mid-70s, when there were fewer than 50 wineries, to the present, with over 800, Tor Kenward shares his insights on the region’s evolution into a world-class wine destination. Weaving in anecdotes of his friendships with legends of the food and wine scene, including Julia Child, André Tchelistcheff and Andy Beckstoffer, Kenward offers an entertaining, inside look into the fascinating and complex world of wine.
Like a pinball guided by chance encounters, I ended up in a foreign land: Napa Valley. The first leg of this vintner’s odyssey. A glass half full helped the journey.”
Back to Overview
4/12
Think Like a Horse
Lessons in Life, Leadership, and Empathy from an Unconventional Cowboy
by Grant Golliher
Each year, Fortune 500 executives, celebrities, professional coaches and Supreme Court justices flock to “horse whisperer” and leadership expert Grant Golliher’s Wyoming ranch to learn his approach to horse training. Horse whispering may sound like magic, but Golliher demonstrates how his method is as fundamental and ageless as the relationship between horses, the people who ride them, and the beauty of the West. Golliher distills his hard-won horse sense into invaluable lessons about communication, boundaries, fairness, trust and respect—lessons we can use to better understand our common humanity and unlock untapped potential in our careers and lives.
These days, I mount my horses in a more conventional manner. But the basic principles I employed with those mules—trust, patience, firmness, kindness, and respect—are still the foundation of my life’s work.”
Back to Overview
5/12
Radically Human
How New Technology Is Transforming Business and Shaping Our Future
by Paul R. Daugherty and H. James Wilson
As new AI-powered technologies such as the metaverse and natural language processing are rapidly advancing—with human behaviors and intelligence informing the design of new machines—all companies must be technology companies to compete. Accenture technology leaders Paul R. Daugherty and H. James Wilson address this intersection of technology and human ingenuity in Radically Human, which outlines how companies across industries are tapping into technology to reshape the very nature of innovation. With examples across a variety of industries, Daugherty and Wilson offer a framework for value creation and more human-centered, trust-based and sustainable organizations.
Companies that fully embrace their newfound power to reimagine everything from their talent to data, architecture, and strategy will lead the way in business performance and to a future that works better for everyone.”
Back to Overview
6/12
The Women of Rothschild
The Untold Story of the World’s Most Famous Dynasty
by Natalie Livingstone
As Jewish women in a Christian society and a patriarchal family, the Rothschild women have often been outsiders—overlooked in their family’s iconic legacy. Natalie Livingstone pulls back the curtain of the family’s storied history to reveal how these women forged their own distinct dynasty—becoming influential hostesses and diplomats, advising prime ministers, advocating for social reform and even trading on the stock exchange. From London’s East End to the Eastern seaboard of the United States and beyond, Livingstone traces the extraordinary lives of the dynamic Rothschild women, shining a light on how their visions and persistence shaped history.
The Rothschild women tell a history of art, culture, politics and money in Europe as seen by people who were in the room but who themselves often went unseen.”
Back to Overview
7/12
The Tree Book
The Stories, Science, and History of Trees
by DK
Discover the beauty and mystery of the world of trees—from ancient oaks and great redwoods to lush banyans and magnificent cedars—in this immersive visual guide. Combining the scientific, ecological importance of trees with a wider look at their history, symbolism and mythology, The Tree Book reveals the enduring significance of these fascinating organisms in human history and culture. With a comprehensive look into trees’ anatomy and uses, as well as their necessity in preserving the earth’s diverse ecosystems, DK offers a new kind of guide to understanding this important canopy of life.
The ecological balance of our planet and all its flora and fauna depend on our ability to protect, restore, and value the true worth of life-giving trees.”
Back to Overview
8/12
Abstract Expressionists: TheWomen
by Ellen G. Landau and Joan M. Marter
Although the Abstract Expressionist movement has become synonymous with Jackson Pollock and Mark Rothko, many are unfamiliar with the works of Perle Fine, Helen Frankenthaler and Joan Mitchell—women who studied at the same schools, exhibited at the same galleries, and were part of the same social scene as the men. Abstract Expressionists: The Women features these bold innovators, whose time in the art history spotlight has finally come. Surveying more than 50 paintings, collages and sculptures from the Levett Collection, an unparalleled private collection of women Abstract Expressionists, scholars Ellen G. Landau and Joan M. Marter explore the vital role women have played in the iconic movement.
It immediately became clear that these women were as interesting and vibrant in character as they were in their amazing art, and that they managed to elbow their way through extreme social and financial headwinds to become equally some of the greatest artists of the period.”
- Christian Levett, The Levett Collection
Back to Overview
9/12
Smart Brevity
The Power of Saying More with Less
by Jim VandeHei, Mike Allen and Roy Schwartz
Axios journalists and co-founders teach readers how to say more with less in virtually any format in this guide to effective, efficient communication. A modern take on Strunk and White’s The Elements of Style, Smart Brevity breaks down how to prioritize essential news and information, and to deliver it in a concise and visual format. In a digital age in which we are constantly inundated with news and information, Jim VandeHei, Mike Allen and Roy Schwartz share tips for breaking through the noise and getting our messages across with impact.
Smart Brevity is a new way to think about creating, sharing and consuming information in our cluttered, clanging digital world.”
Back to Overview
10/12
A Library
by Nikki Giovanni
In this lyrical picture book, world-renowned poet, New York Times bestselling author and Coretta Scott King Honor winner Nikki Giovanni collaborates with artist and illustrator Erin K. Robinson to share an ode to the library as a magic place that inspires imagination and exploration. This vibrant read-aloud can be enjoyed by book lovers of all ages, and is a well-deserved tribute to librarians who provide a welcome home away from home.
Debra Langford, Head of Black Wealth Initiatives for the J.P. Morgan Private Bank, describes her experience reading A Library by poet and activist Nikki Giovanni, which takes readers on a journey through the eyes of a young girl visiting her local library. Langford discusses the importance of representation and diversity in children’s books and how it can bridge connections at an early age.
Watch the video
Hi, I'm Deborah Langford, managing director and Head of Black Wealth Initiatives, and I am super excited to be here to talk about the JP Morgan 2023 summer reading list Choice, a library. I love this book. I saw myself in it because I remember going to the library when I had to have a library card and go through the turns style. I also loved it because it just showed what an average kid could do after doing something with her family member, finishing her chores. You can be enthusiastic about going to the library and what you can discover. And she discovered that it was a place for her to be free. It was a place for her to be wonderful. It was a place for her to be me. And I think having diversity in children's books and having culture in children's books that really don't have anything to do specifically to their diversity is really what is so important and needed in children's books. When you can introduce culture to other cultures, it becomes familiar. It doesn't become the other. And I think to have Nikki Giovanni and Erin Robinson with her beautiful illustrations take me on a short journey to go to the library, I I think it's gonna be a phenomenal choice for the summer reading list for all families to share. And I'm, I'm, I'm just really excited on a place that a child can say it's a place to be free. It's a place to be wonderful. And it's a place to be me. When you look at this book, this isn't a book just for black families and black girls. This is a book for everyone because it's a universal story. There's a young girl who's doing something for her family member and then with enthusiasm racists to the library where it's a place that she can be wonderful and she can be free and she can be me. That should resonate with boys and girls of her age. That should resonate with every parent that would want their child to be excited about reading. And that's why I think showing culture in books and showing different images in books can help us showcase that we actually have more in common than we have differences. And I think starting early with something so beautiful as this with Nikki Giovanni's words in Aaron Robinson's amazing illustrations, it's gonna have a lot of positive impact. What I am especially proud to be a part of JP Morgan and to even have a summer reading list is that when you can discover a book that you think represents culture and in an interesting just regular run of the mill day, that this is the type of present, this is the type of item to have in your home that can communicate just how people have similar traits and similar interests, like going to the library and like having a range of emotions in books and wanting a place to be free. And that's why it's important for us to start as early as possible, showing books to children of all backgrounds, of all interests, different people that have a same and similar experience that they may be having or something that surprises them. END SPEECH [MUSIC PLAYING] DESCRIPTION Text, J.P. Morgan Private Bank. Debra Langford, Head of Black Wealth Initiatives, J.P. Morgan Private Bank. Debra is seated next to a small table with a picture book titled "A Library" standing upright. Cover text, Nikki Giovanni. Illustrated by Erin K. Robinson. The cover shows an illustration of a girl with a content look on her face holding an armful of books. SPEECH Hi, I'm Debra Langford, Managing Director and Head of Black Wealth Initiatives. And I am super excited to be here to talk about the JP Morgan 2023 Summer Reading List Choice, "A Library". DESCRIPTION She picks up the book. SPEECH I love this book. I saw myself in it because I remember going to the library when I had to have a library card and go through the turnstile. I also loved it because it just showed what an average kid could do. After doing something with her family member, finishing her chores, you can be enthusiastic about going to the library, and what you can discover. And she discovered that it was a place for her to be free. It was a place for her to be wonderful. It was a place for her to be me. And I think having diversity in children's books and having culture in children's books that really don't have anything to do specifically to their diversity is really what is so important and needed in children's books. When you can introduce culture to other cultures, it becomes familiar. It doesn't become the other. And I think to have Nikki Giovanni and Erin Robinson with her beautiful illustrations take me on a short journey to go to the library. I think it's going to be a phenomenal choice for the summer reading list for all families to share. And I'm just really excited on a place that a child can say it's a place to be free, it's a place to be wonderful, and it's a place to be me. Showing DESCRIPTION She flips through the pages as the camera looks over her shoulder to show the illustrations. One page reads, "to sail the dreams," and shows the girl with her arms outstretched on a sailboat. Another page shows her holding a tall stack of books in the library. SPEECH culture in books and showing different images in books can help us showcase that we actually have more in common than we have differences. DESCRIPTION She points at the text on another page, "to be another me." She closes the book. SPEECH What I am especially proud to be a part of JPMorgan, and to even have a summer reading list, is that when you can discover a book that you think represents culture, and in an interesting, just regular run of the mill day, that this is the type of present, this is the type of item to have in your home that can communicate just how people have similar traits and similar interests, like going to the library and like having a range of emotions in books and wanting a place to be free. And that's why it's important for us to start as early as possible showing books to children of all backgrounds, of all interests, different people that have a same and similar experience that they may be having, or something that surprises them. [MUSIC CONTINUES] DESCRIPTION Text, J.P. Morgan Summer Reading List 2023. jpmorgan.com/readinglist. Hashtag SRL 2023. Logos: Facebook, Instagram, LinkedIn, Twitter. END
Back to Overview
11/12
Amazing
Asian Americans and Pacific Islanders Who Inspire Us All
by Maia Shibutani, Alex Shibutani and Dane Liu
Inclusivity takes center stage in Amazing: Asian Americans and Pacific Islanders Who Inspire Us All. Crafted by Olympic ice dancing medalist siblings Maia and Alex Shibutani, this children’s picture book explores 36 inspirational Asian Americans and Pacific Islanders, such as disabled hero Daniel Inouye, immigrant astronaut Kalpana Chawla, world-renowned chef David Chang, and Olympic gold medalist Sunisa Lee. With quick biographies written with journalist Dane Liu, Amazing celebrates the lives of achievers who have helped shape our world while paving the way for future generations of Asian Americans to make lasting change.
Head of Asian Wealth Initiatives for the J.P. Morgan Private Bank, Gloria Chang Yip, discusses Amazing: Asian Americans and Pacific Islanders Who Inspire Us All, which details the stories of 36 inspiring figures whose triumphs have inspired and illuminated the world. Explaining the importance of demonstrating diverse perspectives through books, Yip reveals how sharing Amazing with her children has inspired them to follow their passions and pursue their goals and dreams.
Watch the video
Hi, I'm Gloria Chang Yip. Head of Asian Wealth Initiatives for JP Morgan Private Pink. And I'm here today to tell you about a special book I've been reading with my children. It's called Amazing Asian Americans and Pacific Islanders Who Inspire Us All. This book was so special to myself and my family. It was written by Olympic gold medalist Maya and Alex Shani because they felt compelled to share inspiring stories from Asian-American and Pacific Islander history. And this really talks about 36 men and women whose triumphs illuminated the world. Uh, they include everything from America's early history to a range of abilities, identities, and races, and their stories of origin across social and civil rights. Um, people who made their dreams come true and prevailed against all odds. You know, when I was a child, I loved reading so much so that I would hide under the covers in my bed and read with a flashlight. And I've now rediscovered that my love of reading again through the eyes of my children. So every night we have a bedtime ritual where they pick a book and we sit down and we read it together. And I think it's so important to use books in their early lives, uh, because books are a form of connection, a window to the world.... I have a eight-year-old son and a six-year-old daughter and we sat together and read this for bedtime reading earlier this week. And of the 36 characters, I asked them each to pick their favorite. My daughter Celine picked Dr. Mabel Lee. Mabel Lee. Actually in 1912, despite being only 16 years old, she led 10,000 people to march through the streets of New York City. And it was one of the largest protests from women's suffrage. She helped lead the pack and even though immigrants like her being Chinese were not allowed to vote, she still fought for the cause. Believing that voting for good leaders would open doors for more women. In the end, she ended up devoting her life to education and civil rights. This really inspired my daughter to believe that even at a young age she could make an impact and a difference in the world. My son, who is eight this year started surfing and so of course he picked Duke Kahan Moku as his idol… a native Hawaiian who was known for being a three time Olympic swim champion, but also had petitioned the Olympic Committee in the early 19 hundreds to have surfing included as part of the Olympic sports. Carissa Moore in her debut, um, in the 2020 Olympics actually won a gold medal, uh, for surfing and made his dream come true 70 years later. Read books together. Books can serve as the catalyst for connections, learning, and curiosity from a young age. END SPEECH [MUSIC PLAYING] DESCRIPTION Text, J.P. Morgan Private Bank. Gloria Chang Yip, Head of Asian Wealth Initiatives, J.P. Morgan Private Bank. Grace is seated next to a small table with a picture book standing upright on it. The cover shows portraits of several Asian Americans. SPEECH Hi, I'm Gloria Chang Yip, head of Asian Wealth Initiatives for JP Morgan Private Bank. And I'm here today to tell you about a special book I've been reading with my children. It's called Amazing Asian Americans And Pacific Islanders Who Inspire Us All. DESCRIPTION Cover text: Written by Olympic Medalists Maia and Alex Shibutani and Dane Liu. Illustrated by Aaliya Jaleel. Grace picks up the book. SPEECH This book was so special to myself and my family. It was written by Olympic gold medalist, Maia and Alex Shibutani because they felt compelled to share inspiring stories from Asian-American and Pacific Islander history. And this really talks about 36 men and women whose triumphs illuminated the world. DESCRIPTION She pages through the book as the camera shows the illustrations, first showing Dr. Mabel Ping-Hua Lee holding up a sign that reads, Votes for Women. SPEECH They include everything from America's early history to a range of abilities, identities, and races, and their stories of origin across social and civil rights, people who made their dreams come true and prevailed against all odds. DESCRIPTION Other pages show Bruce Lee, Victoria and Manalo Draves and Dr. Sammy Lee diving in the water, Alice Wong with a breathing tube over her nose, Tammy Duckworth and Kamala Harris. SPEECH When I was a child, I loved reading, so much so that I would hide under the covers in my bed and read with a flashlight. And I've now rediscovered that my love of reading, again, through the eyes of my children. So every night, we have a bedtime ritual, where they pick a book, and we sit down. And we read it together. And I think it's so important to use books in their early lives because books are a form of connection, a window to the world. Well, I have an eight-year-old son and a six-year-old daughter. And we sat together, and read this for bedtime reading earlier this week. And of the 36 characters, I asked them each to pick their favorite. My daughter Celine picked Dr. Mabel Lee. DESCRIPTION She turns back to the Mabel Ping-Hua Lee page. SPEECH Mabel Lee, actually in 1912, despite being only 16 years old, she led 10,000 people to March through the streets of New York City. And it was one of the largest protests for women's suffrage. She helped lead the pack. And even though immigrants like her being Chinese were not allowed to vote, she still fought for the cause, believing that voting for good leaders would open doors for more women. In the end, she ended up devoting her life to education and civil rights. This really inspired my daughter to believe that, even at a young age, she could make an impact in a difference in the world. DESCRIPTION She turns to the page with the heading, Duke Kahanamoku and Carissa Moore, showing illustrations of Duke surfing and of Carissa holding up a surfboard with the American flag on it and wearing a medal around her neck. SPEECH My son, who is eight, this year started surfing. And so, of course, he picked Duke Kahanamoku as his idol, a native Hawaiian who was known for being a three time Olympic swim champion, but also had petitioned the Olympic Committee in the early 1900s to have surfing included as part of the Olympic sports. Carissa Moore in her debut in the 2020 Olympics actually won a gold medal for surfing and made his dream come true 70 years later. Read books together. Books can serve as the catalyst for connections, learning, and curiosity from a young age. [MUSIC PLAYING] DESCRIPTION Text, J.P. Morgan Summer Reading List 2023. jpmorgan.com/readinglist. Hashtag SRL 2023. Logos: Facebook, Instagram, LinkedIn, Twitter. END
Back to Overview
Next Gen Pick
12/12
Facing Our Futures
How foresight, futures design and strategy creates prosperity and growth
by Nikolas Badminton
Our future-inspired selection, as chosen by the next generation of J.P. Morgan Client Advisors, recognizes the importance of preparing for the future. In Facing Our Futures, futurist and researcher Nikolas Badminton shows how innovation can help organizations restructure to mitigate risk and locate opportunity. Even though businesses, organizations, and society are all subject to unforeseeable events, Badminton makes the case that we can develop the skills and outlook to prepare for whatever challenges the future holds.
We are never going to be short of challenging situations to grapple with and consider, and of positive possibilities for our futures. Remember, imagination is our superpower.”
GET TOP MARKET TAKEAWAYS DELIVERED TO YOUR INBOX
Investment Strategy
Retest your investments—with the new returns outlook It may be time to expand your investing toolkit beyond the familiar- Chris Fletcher
Oct 30, 2023
Investment Strategy
Are markets finally finding direction? Markets hate uncertainty and thrive on clarity. A better sense of the path forward may offer more runway to rally.- Madison Faller
Nov 3, 2023
Goals-based planning
5 tax planning actions to take before year-end Now is the time to assess your 2023 tax situation. Start by asking your professional advisors for help identifying the tax…- Adam Ludman
- Amanda Lott
- Jordan Sprechman
- Tom McGraw
Oct 16, 2023
