The Daily Upside

Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

2 min read
Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

2 min read
How Advisors Can Work with Parents to Protect Athlete Clients

Photo by Jose Morales via Unsplash

2 min read

Big Tech

Goldman Sachs Spots Buying Opportunity in Bruised Big Tech

Photo via JOHN ANGELILLO/UPI/Newscom

The Roundhill Magnificent Seven ETF, which tracks Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla, has slid roughly 11% this year.

2 min read

ETF Upside

Roundhill Taps Surging Memory Sector with New ETF

Photo by Samsung Memory via Unsplash

Memory stocks have been surging for the past year.

2 min read

Blockchain

Crypto Preps for Looming Q-Day Predicted by Google

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

Coinbase CEO Brian Armstrong said last week in response to Google’s paper that “we all need to solve it sooner rather than later.”

2 min read

Photo by Ryoji Iwata via Unsplash

ETF Upside

Buffer ETFs with Short Timelines Make a Case for Investors

Funds with downside protection are becoming increasingly popular, even though most have existed only in a bull market, without much of a chance to show off their downside protection.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Klyaksun via iStock

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read
Photo by Ilse Orsel via Unsplash

Retirement Upside

Could Gen X Be More Scared of Retirement?

The remedy may not always be easy, but advisors can make a long-lasting difference for America’s middle child.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Tyler Casey via Unsplash

Investors Shy Away from Sustainable ETFs. Energy Demands May Change That
Photo by Maxim Hopman via Unsplash

What’s Next in Bitcoin ETFs? Volatility Funds
Photo by Crystalweed Cannabis via Unsplash

Cambria Cannabis ETF Closes Up Shop as Investor Interest Fades
Photo by Alexander Mils via Unsplash

How Alpha Architect Is Keeping 351 ETFs Rolling

Retirement Upside

Is AI the Answer for Mass-Market Retirement Advice?

Photo by Getty Images via Unsplash

Savers with significant assets can get great retirement advice, but those of lesser means are often left out.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.