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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

Retirement
How 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

Markets
How 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

Markets
A calm index, a restless market

Top Market Takeaways
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

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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
The 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

Investing
Money 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

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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
The 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

Investing
Are 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

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

Planning
What 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
J.P. Morgan Wealth Management

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