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Investing insights by J.P. Morgan Wealth Management

Economic outlook

 

The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors

Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.

Continue, The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors

Editors' picks

Markets
How do midterm elections affect the stock market? What history shows

How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.
By Sergei Klebnikov|7 min

Markets
Would prices have fallen without tariffs this past year? New York Fed research says yes for many consumer goods

New York Fed researchers say tariffs pushed consumer goods prices higher in 2025 and 2026. Learn why the effects may last into 2027 and what it might mean for households and investors.
By Hilarey Gould|5 min

Markets
The blue wave is changing the AI trade

Top Market Takeaways
Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.
By Kriti Gupta, Nick Roberts

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Investment strategy

Markets
How interest rates can impact lending strategies

Interest rates can shape savings, investments and borrowing costs, impacting everything from mortgages to short-term loans and overall financial strategy. Learn more here.
By David Winters|6 min

Investing
Types of mutual funds: A guide to the 4 main categories

Types of mutual funds vary widely. If you’re considering one, review objectives, underlying investments, performance and fees. Understanding the options helps you decide what’s right for you.
By Seth Carlson|6 min

Investing
Money market funds vs. money market accounts: What’s the difference?

Money market funds and money market accounts are similarly named, but one is an investment account and one is a deposit account. Explore how they differ in terms of returns, risks and liquidity so you can decide which one best fits your financial plan.
By Seth Carlson|8 min

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Investment essentials

Investing
How many brokerage accounts can you have?

Brokerage accounts allow you to buy investments like stocks and mutual funds. But can you have multiple brokerage accounts?
By Seth Carlson|5 min

Investing
When was the Nasdaq created? A brief history

Learn when the Nasdaq was created, how it became a leading exchange for technology companies and how it continues to influence global markets.
By Seth Carlson|4 min

Investing
Are brokerage accounts FDIC insured? (SIPC explained)

Brokerage accounts aren’t FDIC insured, but SIPC may help protect you if your brokerage firm fails. Learn how your investments are safeguarded.
By Seth Carlson|5 min

Planning with purpose

Planning
New 529 plan rules for 2026: Key changes under the One Big Beautiful Bill Act

Top Market Takeaways
The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.
5 min

Markets
What makes the Federal Reserve decide to raise or lower interest rates?

One of the biggest responsibilities of the Federal Reserve is setting monetary policy through the raising and lowering of interest rates. But how does it decide which direction to move? Keep reading.
By Hilarey Gould|9 min

Investing
Cash management in an evolving rate environment

Explore key strategies for managing cash in an evolving interest rate environment and how investors can optimize their portfolios.
By Angelena Mascilli|2 min
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Managing Director, Central Division Lead, Wealth Planning and Advice

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Investment tools & resources

Our calculators are here to help you analyze your numbers and ensure you're on the path to meeting your financial goals.

Retirement planning

Planning for retirement can start at any point in your life. Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Roll over your 401(k) from your previous employer and compare the benefits of General Investment, Traditional IRA and Roth IRA accounts to decide which is right for you.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress. 

Investing insights

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