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

Munis, Mortgage-Backed Securities Among Advisors’ Top Picks for 2026

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4 min read
Wall Street Reports a Mixed Earnings Bag in Q4

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2 min read
Retirees Are Facing More Problems Than Ever

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2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav and Frentusha via iStock

Markets

Space X, Open AI Dominate Speculation About $3 Trillion IPO Geyser

A logjam keeping companies worth as much as $2.9 trillion, from SpaceX to OpenAI, out of public stock markets may finally break in 2026.

6 min read
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Financial Planning

4 Simple Ways to Pad Your Nest Egg in 2026

Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare costs and inflation.

2 min read
Photo via Richard B. Levine/Newscom

Blockchain

Coinbase CEO’s Change of Heart on Crypto Framework Stalls Key Senate Bill

The US’s biggest crypto exchange has been an active force in shaping crypto laws and a major spender in congressional races.

2 min read

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

The foundry behind Nvidia’s and Apple’s chips predicted Thursday its capital spending would swell at least 27% this year.

2 min read

ETF Upside

Vanguard Splits Into Two Investment Teams

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Vanguard established separate teams, with one overseeing most of the active stock funds and another bond funds and broad index funds.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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These ETFs Take a Page Out of Famed Investors’ Playbooks
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Where Crypto ETFs Stand in 2026
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J.P. Morgan Asset Management Votes with Its Feet on Proxy Advisors
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International Equity ETF Flows More than Doubled 2024 Totals

Advisor Upside

America is Still No. 1, Says Goldman Sachs

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Despite some minor risks, the American economy and markets are far from being in decline, according to the investment bank.

2 min read

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