Investing Strategies

Advisor Upside

Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

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The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

2 min read

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Advisor Upside

Diversification Is Better than a Free Lunch

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read
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Advisor Upside

Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

The prominent geopolitical analyst and bestselling author said there’s a conflict that could become an “extinction level” financial event.

2 min read
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Advisor Upside

How Advisors Plan on Exposing Clients to SpaceX

Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read

Advisor Upside

Leveraged ETFs Keep Booming. Advisors Keep Hitting the Brakes

The new funds are exploding in popularity, but most financial advisors are waving the caution flag.

4 min read

Advisor Upside

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.

4 min read

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Advisor Upside

SEC Wants Fewer Earnings Reports. Advisors Aren’t Sold

When data has become a more precious resource than oil, many wealth managers are wondering why they would want less.

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

Advisor Upside

Why Advisors Are Betting on AI Infrastructure Over Apps

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read
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Advisor Upside

Josh Brown’s Porterhouse Bets Financial Planning Becomes Table Stakes

The new separately managed account is exclusive to Ritholtz clients, putting a significant emphasis on investment strategy.

1 min read

Advisor Upside

How to Invest During Geopolitical Uncertainty

Our survival instincts lead us to protect our portfolios, but sometimes that’s easier said than done.

4 min read

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