Financial wellness isn’t just about reaching milestones; it’s about the habits and choices we make every day. It’s a practice, and like any practice, it gets stronger with personalized guidance, practical support and trusted resources.

Finding an affordable place to live continues to be a challenge for many as widespread housing shortages persist across the U.S. Rising home prices and high interest rates have made homeownership inaccessible for a large portion of the population.

For most Americans, owning a home has long been considered a cornerstone to building and preserving generational wealth.

Depending on where you are in your homeownership journey, refinancing your mortgage can be an effective strategy to help you meet your financial goals.

J.P. Morgan Wealth Management’s 2025 Investor Study found that women are not only set to receive significant wealth – they’re actively working to build it on their own.

Business optimism is returning for small and midsize business leaders at the start of 2026, fueling confidence and growth plans.

If you handle everything on your own – logistics, production, marketing, finances and everything in between – you’re part of a growing group of entrepreneurs nicknamed “solopreneurs.” While the image of a small business often includes an owner and a few employees, for many entrepreneurs, “solopreneurship” makes the most sense for their business model and goals.

“In 2025, uncertainty defined the market narrative,” said Christopher Nolan, Head of Investments and Advice for the Carolinas at J.P. Morgan Private Bank. “Today, we have major themes setting the agenda, reflecting a fundamental shift in how economies operate. Those looking to reconfigure their investment portfolio in 2026 should consider a refreshed investment playbook that blends discipline with flexibility.”