Sergei Klebnikov
Editorial Staff, J.P. Morgan Wealth Management
Latest articles
Markets
How AI adoption by small businesses could reshape the economy – and what that means for investors
Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.By Sergei Klebnikov|7 minMarkets
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.By Sergei Klebnikov|8 minInvesting
Hidden holdings: Why you may own more shares of certain companies in your portfolio than you realize
SpaceX’s rapid Nasdaq-100 inclusion shows how index rebalancing works – and why it matters. See how rebalances shift ETF and mutual fund holdings, affecting diversification and concentration risk.By Sergei Klebnikov|7 minMarkets
How does the stock market perform during midterm election years? A guide for investors
Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.By Sergei Klebnikov|7 minMarkets
US national debt hits $40 trillion: Here's what it means for rates, inflation and your portfolio
The national debt hit a new milestone in August, topping $40 trillion. Here’s what that may mean for Treasury yields, inflation expectations, borrowing costs and your portfolio.By Sergei Klebnikov|5 minInvesting
Market concentration in 2026: Are you less diversified than you think? Consider whether to rebalance
Market concentration can leave you less diversified than you think – even if you own multiple funds. Learn how to spot overlap, understand risks and rebalance.By Sergei Klebnikov|7 minMarkets
Kevin Warsh says Fed will 'deliver price stability' after decision to hold rates at July meeting. Will there be a hike in September?
A divided Federal Reserve held rates steady at Kevin Warsh’s second meeting as chair. Here’s what changed with the inflation outlook and path forward for interest rates.By Sergei Klebnikov|7 minInvesting
What Fed rate hikes and cuts mean for your brokerage account
Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.By Sergei Klebnikov|6 min