Investing Strategies

Advisor Upside

Junk Bonds Are a ‘Different Animal.’ Here’s How Advisors Are Taming Them

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High-yield fixed income can be useful to clients looking for yield, but preferring to find it in traditional asset classes.

2 min read

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Advisor Upside

Here Are the Top Active ETFs Used by Advisors

JPMorgan issues three of the top five active funds preferred by RIAs.

2 min read
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Advisor Upside

Want Income, Diversification and an Inflation Fix? Some Advisors Are Turning to Real Assets

Real-asset investments can offer new opportunities, but they don’t act like traditional stocks and bonds.

4 min read
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Advisor Upside

Ground Control to Major Tom: What Can Space Funds Do for Portfolios?

With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.

2 min read

Advisor Upside

Can Structured Note ETFs Help Retirees Sleep at Night?

Structured notes can help current and near-retirees that need ongoing growth, but they can’t afford high levels of risk.

4 min read

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Advisor Upside

Dan Ives Doubles Down on AI with Second WedBush Thematic ETF

The new product is the firm’s latest bet on the generative computing sector, after launching the flagship IVES fund in June.

2 min read
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Advisor Upside

Can ‘Terror Management Theory’ Explain Inheritance Spending?

A new study finds inherited wealth is unlike any other windfall, being tied so closely to death.

2 min read
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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

Advisor Upside

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

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Vanguard’s first target-maturity ETFs designed for bond ladders launched today, while there are a number of new BulletShares ETFs slated for Invesco’s lineup.

2 min read

Advisor Upside

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

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Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 min read

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Advisor Upside

Why Advisors Can’t Ignore the Balance Sheet

We obsess over picking the right stocks, but routinely ignore the broader economic reality.

3 min read
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Advisor Upside

Private Investments Are Coming for 401(k)s. There’s a Big Illiquidity Problem

To work in 401(k) plans, some private equity investments would need far more readily available cash than investors might assume.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Advisers Weigh Gold’s Value After Volatility Tarnishes Record Run-up

Fluctuations in the precious metal’s price after an all-time high above $5,000 reinforce longstanding questions about its suitability for clients.

4 min read

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