Investing Strategies

Advisor Upside

Advisors Are Still on the Fence About Crypto. Should They Be?

Photo by Amjith S via Unsplash

It’s important to keep an open mind and take simple steps to determine whether it’s right for your practice.

2 min read

Photo by Ken Lund via CC BY-SA 2.0

Advisor Upside

Advisors Wary of Fixed Income Ahead of Trump 2.0

The next administration may look to increase tariffs and lower taxes, which could spell higher inflation and lower bond prices.

2 min read
Photo via Nvidia Media Assets

Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read
Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

Ahead of Trump 2.0, Advisors Dig into Policy

The markets reacted positively to a second Trump term, but financial advisors are still sorting out the impacts.

2 min read

Advisor Upside

Do Elections Matter to Markets?

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Most advisors agree that elections have little impact on markets, but that’s not stopping investors from bracing their portfolios.

2 min read

Photo by TravelingOtter via CC BY-SA 2.0

Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read
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Advisor Upside

How Clients Can Invest in NFL Teams

As the NFL opens up investments from private equity firms, new funds may help clients invest in their favorite teams.

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

Markets

Weathering the Storm: A Q&A with Vanguard on Market Volatility

The last four years have been head-spinning. Dan Newhall, Vanguard’s head of portfolio solutions, talked us through the volatility.

5 min read

Advisor Upside

Inside State Street and Apollo’s Private Market ETF

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The asset managers are hoping to offer the first private asset ETF and open up alternative investments to the masses.

2 min read

Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

Photo by Amtec via CC BY-SA 2.0

Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

1 min read

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