Hilarey Gould
Editorial staff, J.P. Morgan Wealth Management
Latest articles
Investing
Here’s how the value of the US dollar is calculated – and why it matters
The value of the U.S. dollar can affect inflation, trade balances and how far your money goes when traveling abroad. Here’s how it’s calculated.By Hilarey Gould|6 minPlanning
Trump Accounts vs. 529 plans: Should parents open one or both for their child?
Compare Trump Accounts and 529 plans to learn how each works – and how opening both accounts could help support your child’s long-term financial future.By Hilarey Gould|8 min- Active vs. passive mutual funds: Costs, consistency and when to consider each
Both active and passive mutual funds can play a role in your portfolio, but it’s important to first know how they work, how their costs compare and how each fund aligns with your long-term goals.By Hilarey Gould|7 min - What is the Russell 2000 Index? Construction, risk and portfolio uses
The Russell 2000 Index tracks about 2,000 U.S. small-cap equities. Learn how it’s constructed, how it compares with major benchmarks and how investors can use it when managing their portfolio.By Hilarey Gould|7 min Planning
Social security payment dates 2026: When will your check arrive?
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 minPlanning
Do HSA balances roll over year to year? What you need to know
The balance in your health savings account (HSA) will roll over to the next calendar year if you don’t use it. HSA money is yours until you use it – even if you change jobs.By Hilarey Gould|6 minInvesting
Value investing vs. growth investing: What’s the difference?
Growth and value investing are two investment strategies used when buying stocks. Learn how they differ and how to think about using them in your portfolio.By Hilarey Gould|3 minPlanning
Here’s what you need to open a Trump Account
To open a Trump Account, you’ll need information like your child’s Social Security number, plus access to IRS Form 4547 or the TrumpAccounts.gov website. Learn more about opening a Trump Account.By Hilarey Gould|8 min