The Know
Investing insights by J.P. Morgan Wealth Management

Economic outlook
Data centers meet democracy: The backlash to the AI buildout
As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.
Editors' picks
RetirementHow much can you contribute to a Roth IRA each year? Rules, income caps and catch-up amounts
You can contribute up to a set amount to a Roth IRA every year, if you meet the income requirements. The contribution limits can change year to year so it’s important to understand how they work.
By Hilarey Gould|7 min
MarketsHow wars and geopolitical conflicts can affect stock market performance: What history shows and how investors can prepare for volatility
Wars can rattle stock markets, but history shows many shocks are short-lived. Learn what drives volatility when geopolitical conflict arises – and how you can manage your investments when markets get bumpy.
By Sergei Klebnikov|7 min
MarketsA calm index, a restless market
As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.
By Kriti Gupta, Nick Roberts
Get up to $1,000
When you open a J.P. Morgan Self-Directed Investing account, you get a trading experience that puts you in control and up to $1,000 in cash bonus.
Investment strategy
MarketsHow 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
InvestingThe types of mutual funds: A guide
Mutual funds are popular investment vehicles. If considering, review the objectives, underlying investments, performance and fees. Understanding the options helps you decide what’s right for you.
By Seth Carlson|6 min
InvestingMoney market funds vs. money market accounts: What’s the difference?
Money market funds and money market accounts are similarly named products, but they are very different investment vehicles. 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
Get in The Know with our newsletters
Subscribe to stay informed on the latest investing essentials, markets trends and more.
Investment essentials
InvestingHow 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
InvestingThe History of the Nasdaq
Learn how the Nasdaq was founded, how it came to be known as the exchange of choice for technology stocks and how it continues to influence global markets.
By Seth Carlson|4 min
InvestingAre brokerage accounts FDIC insured?
Brokerage accounts aren’t FDIC insured, but SIPC offers protection if your brokerage firm fails. Learn how your investments are safeguarded.
By Seth Carlson|4 min
Planning with purpose
PlanningNew 529 plan rules for 2026: Key changes under the One Big Beautiful Bill Act
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
PlanningWhat to do with your year-end bonus in a changing interest rate environment
Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.
By Angelena Mascilli|8 min
We're now on Instagram @jpmwealth
Follow us for more ways to stay informed on investing, markets and financial planning.
Meet some of our specialists
Meet some of our specialists
Sarah Daya
Executive Director, Central Division Lead, Wealth Planning and Advice

Angelena Mascilli
Managing Director, Head of Wealth Management Banking & Liquidity

Jeff Kreisler
Head of Behavioral Science, J.P. Morgan Private Bank
