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Investing insights by J.P. Morgan Wealth Management

Economic outlook
Could the 10-Year Treasury yield reach 5.75% in 2027? Here's what our JPMorgan strategists think
What’s next for the 10-year Treasury yield after it climbed to a level not seen since 2002? Our Global Investment Strategists think yields could go higher next year. Here are the factors they say could have an impact.
Editors' picks
RetirementOriginal Medicare vs. Medicare Advantage: A 7-point checklist for 2027 enrollment
MarketsAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
MarketsCredit markets look for AI’s weak links
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Investment strategy
MarketsHow interest rates can impact lending strategies
InvestingTypes of mutual funds: A guide to the 4 main categories
InvestingMoney market funds vs. money market accounts: What’s the difference?
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Investment essentials
InvestingHow many brokerage accounts can you have?
InvestingWhen was the Nasdaq created? A brief history
InvestingAre brokerage accounts FDIC insured? (SIPC explained)
Planning with purpose
PlanningNew 529 plan rules for 2026: Key changes under the One Big Beautiful Bill Act
MarketsWhat makes the Federal Reserve decide to raise or lower interest rates?
InvestingCash management in an evolving rate environment
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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
