401(k) Real Talk Episode 197: June 17, 2026

Published on June 17, 2026

Open, honest and candid discussion about RIA M&A, private market investments scrutiny, Fidelity's new TDF CIT, record keepers and advisors partnering, and more.

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JPMorgan’s David Kelly Says AI Boom Will Refuel Stock Rally

June 17, 2026
JPMorgan Chase & Co.’s asset-management arm is urging investors to stick with stocks and other higher-risk assets in the second half of 2026, arguing that an AI investment boom and resilient consumers should keep the expansion intact despite persistent inflation and a Federal Reserve on hold.

Warsh Has Potential to Spur Market Volatility, Fidelity Says

June 17, 2026
Investors from Fidelity say new Federal Reserve Chairman Kevin Warsh stands to stoke bond-market volatility by offering his views on inflation.