20 Years on Wall Street, 1 Core Strategy: How I Play Rising Rates

Investing 20 Years on Wall Street, 1 Core Strategy: How I Play Rising Rates A former Wall Street insider who survived Bear Stearns and Lehman Brothers knows which financial giants quietly reward patient investors when interest rates climb, and five of them are hiding in plain sight right now. By Lee Jackson Published September 28, 2026, 8:43am ET · 7 min read 𝕏 f ⧉ Quick Read Rising rates expand bank net interest margins, boosting profitability for five buy-rated dividend-paying financials built for a long-term growth-and-income portfolio. Wells Fargo's 2.02% dividend leads the group, while JPMorgan trades at just 12.5x estimated 2026 earnings managing $3.9 trillion in assets. Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor) This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. © subman / iStock Unreleased via Getty Images After a two-decade career at Bear Stearns, Lehman Brothers, and Morgan Stanley, I gained an institutional perspective on dividend stock investing.