Investing Strategies

Advisor Upside

Long-Short SMAs Aim to Keep the Tax Losses Flowing

Photo by James Baltz via Unsplash

It’s become harder for direct-indexing strategies to generate the tax losses that underpin much of SMAs’ appeal.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Shutter2U, Wavebreakmedia, and Feedough via iStock

Advisor Upside

Are Advisors Rethinking Index Investing?

Low-cost funds can come with tradeoffs when it means owning the losers right alongside the winners.

4 min read
Photo by David Birozy via Unsplash

Advisor Upside

Inside Wall Street’s Leveraged ETF Frenzy

Leveraged funds are drawing massive inflows.

2 min read
Photo by Gilles DETOT via Unsplash

Advisor Upside

Why America’s Bull Market Is Still Running, 250 Years Later

While new challenges to growth may arise, America’s national spirit has been one of its most surprising superpowers

2 min read

Advisor Upside

Access to Alternative Investments Is Opening Up. Do Clients Care?

Photo by Aaron Burden via Unsplash

Companies are staying private longer, sparking interest in opportunities beyond the public markets.

2 min read

Advisor Upside

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

Photo by JHVEPhoto via iStock

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

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

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
Photo by Filip Andrejevic via Unsplash

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
Photo by Anirudh via Unsplash

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

Sign Up for The Daily Upside to Unlock This Article

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