The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Don’t Let Clients Get Burned by Restricted Stock Units at Tax Time

Photo via Liu Yanan / Xinhua News Agency/Newscom

2 min read
SEC Lets Cboe List 3x Products

Photo by Getty Images via Unsplash

2 min read
Forever Young: Longevity Prompts Fears of Running out of Money

Photo by A. C. via Unsplash

2 min read

Autos

GM Says Hybrid Vehicles on the Way as Asian Carmakers Capture Spiking Demand

Photo via Michael Siluk/UCG/Universal Images Group/Newscom

In August, 19% of all US vehicle sales were hybrids, compared to 16% before the war, according to JD Power.

2 min read

ETF Upside

Why Buffer ETFs Persist in a Sea of Single-Stock Funds

Photo by Karolina Grabowska via Unsplash

With single-stock and leveraged products making up the majority of new ETF launches, where do risk-averse strategies stand?

2 min read

Photo via Richard B. Levine/Newscom

Artificial Intelligence

The Bots Are Ready to Shop But Are the Humans?

Amazon has tried to put up a hard wall around its shopping experience over the past year, most recently blocking Meta’s Muse.

2 min read
Photo via Grail, Inc.

Healthcare

Grail Jumps as Cancer Test Nears Market

Grail’s testing mechanism, dubbed the Galleri, can test for about 50 different cancers from a single blood draw.

2 min read
Photo via Bonnie Cash – Pool via CNP/CNP / Polaris/Newscom

Industrials

The Biggest Steel Plant in US History Is Coming; Some Hawkeyes Don’t See It That Way

On Friday, Iowa legislators in the were told the mill is “not a done deal” after they were called in to approve incentives worth $1.4 billion.

2 min read
Photo by GeoJango Maps via Unsplash

ETF Upside

Now Boarding: Single-Country ETFs

Investors have poured $26 billion into single-country ETFs this year, more than quadrupling 2025’s haul.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Gearstd and Rodworks via iStock and Muhammad Abdullah via Freepik

Policy & Power

The Bond Market’s Tokyo Story

Japanese economic policy is suddenly at the heart of the global bond selloff and US consumers should be paying attention.

6 min read
Advisor Upside

These Money Illusions Can Cost Investors Dearly

People often use unrealistic assumptions in planning and count the return of principal as income, not taking inflation into account.

4 min read

Retirement Upside

The Conundrum of Retirees Struggling to Spend Confidently

Photo by Getty Images via Unsplash

After a lifetime of being taught to save for retirement, many retirees resist tapping into their savings when the time actually comes.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Markets

Appetite for US Bonds as Safe Haven Rebounds After Global Yields Spike

Photo via JOHN ANGELILLO/UPI/Newscom

The yield on the 10-year Treasury note finished September with the biggest quarterly gain since 1994 and reached a 24-year high of 5.34%.

2 min read

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