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Investing insights by J.P. Morgan Wealth Management

Economic outlook

 

Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?

The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? Our J.P. Morgan Wealth Management strategists expect a 0.25% hike, but the decision ultimately hinges on inflation and the labor market.

Editors' picks

Markets
Gold, earnings and global markets: 3 themes driving markets in August

August was a strong month across asset classes. Treasury buybacks helped stabilize long-term yields and fuel a rally in gold, while another exceptional earnings season reinforced the backdrop for equities.
By Carter Griffin|4 min

Markets
Earnings season guide: How to read an earnings report – and what it means for the stock market

Learn how to read an earnings report beyond EPS – and why it may be important to focus on revenue, margins, cash flow and more – and see why expectations may move stocks and cause volatility.
By Sergei Klebnikov|7 min

Markets
$100 oil isn’t as scary as it used to be

Top Market Takeaways
Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.
By Kriti Gupta

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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

Markets
What 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

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
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