The Daily Upside

Advisor Upside

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

Real Estate

Washington Scrutinizes Builder Buybacks as Home Starts Hit Five-Year Low

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2 min read

ETF Upside

Why This $357B Asset Manager Is Getting Back in the ETF Game

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Guggenheim Investments, which sold its US ETF line nine years ago, filed for six active funds, including an ultrashort bond product.

2 min read

International Economics

China Trade Surplus Surges to $1.2 Trillion, Defying US Tariffs

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Exports to the US, China’s longtime largest trading partner, fell by 22% last year due to the new trade barriers.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Vanguard Splits Into Two Investment Teams
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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

Indicators

Small Business Owners Grow More Confident About the Year Ahead

Photo via Keith Birmingham/ZUMA Press/Newscom

In a survey, the National Federation of Independent Business said its small-business optimism index jumped in December.

2 min read

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