Integrating payroll with Guideline relieves many of the administrative burdens associated with a retirement plans and reduces unnecessary errors, saving small business owners time and money.

Global markets surged in the first quarter of 2019 as both equity and credit markets rebounded sharply from the lows reached in December of last year.

By offering a great 401(k) plan, you’ll help your employees — and yourself — save more for retirement. But giving employees this benefit does mean you’ll have a few extra responsibilities…

Investing can be a great way to help grow your money. Because interest rates are still at historic lows, money parked in a savings account probably won’t grow much over time. But if you invest your money, there’s a chance that you’ll get a greater return on your investment and see your capital grow. And that means you’ll have more economic power in the future.

Review updates on several projects, efforts, plans, and actions that are intended to bring value and peace of mind to you, your family, loved ones, and anyone or anything else that you care about. 

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Download the results from our 2018 Client Satisfaction Survey.

A mutual fund is a professionally managed portfolio of stocks, bonds and/or other income vehicles devoted to a specific investment strategy or asset class. When investors buy shares in the fund, the mutual fund company pools that money to make investments on their behalf. A share represents a portion of the fund's holdings.

U.S. taxation has changed over time, but it has always existed in some shape or form for over 250 years. In today’s infographic, we explore the history of U.S. taxation – from its colonial roots to its recent reform.

The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season.

Recent research shows that half of American families have no retirement savings, and that less than half of small businesses offer a retirement plan. Given this unfortunate reality, it’s not surprising that going the extra mile by offering a 401(k) can have a big impact on the way your employees think about your company:

Retirement planning isn’t easy. As more and more people approach retirement age, they’re turning to their financial advisors to help them tackle the difficult task of turning their savings into an income stream that will help fund their retirement goals for the rest of their lives.

At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018.

Retirement is different now than it was in past generations. These days, individuals have varying expectations for how they wish to spend their retirement years. Many planning factors are interconnected, which require careful consideration when developing a retirement strategy.

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Introducing our lowest cost, no transaction fee portfolios designed for the most cost-conscious clients.

The Guide illustrates a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs you can share with your clients.

J.P. Morgan counts as its greatest asset the breadth and depth of its client base. Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, and provides comprehensive strategic advice, capital raising and risk management expertise.

With stock buybacks totaling $1.1 trillion in 2018, they’re at the center of discussion more than ever before.

The federal income tax filing deadline for most individuals is Monday, April 15, 2019.