The Know
Investing insights by J.P. Morgan Wealth Management
Retirement
2026 401(k) catchup-contributions: Key changes and how to prepare for them
New rules concerning 401(k) catch-up contributions went into effect at the start of 2026.
Editors' picks
PlanningWhen will your Social Security check arrive? Schedule of payments for 2026
If you depend on Social Security, knowing when you’ll get your checks is key to keeping your finances in order. Here’s the payment schedule for 2026.
By Hilarey Gould|6 min
InvestingS&P 500 vs. Dow: What sets these market indexes apart?
The S&P 500 and the Dow are widely discussed as gauges of U.S. stock market performance. Learn the difference between the two and what makes each index unique.
By Seth Carlson|8 min
MarketsA balancing act: The trade-off between debt and defense
As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.
By Kriti Gupta
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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
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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
MarketsWhat 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 Seth Carlson|9 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
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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
