Personal Finance

Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

Photo by Joshua Mayo via Unsplash

According to a recent JPMorgan analysis, individual investors now account for 60% of US equities, an all-time high.

2 min read

Photo by Liza Summer via Pexels

Personal Finance

As Wall Street Retreats, Retail Investors Buy the Dip

Wall Street’s panic cycle is retail investors’ opportunity cycle. In other words: the Redditors are at it again.

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

Personal Finance

After a Pandemic High, Consumers are Coming Down with No Buy 2025

It’s the new sensation that’s sweeping the nation, and it doesn’t cost you a penny. Frugal consumers are giving up non-essential purchases.

4 min read
Photo by Pixabay via Pexels

Personal Finance

In Billionaire League Tables, US Keeps the Gold

The US is home to around 905,000, or nearly 37%, of the world’s population of individuals with a net worth of at least $10 million.

1 min read

Personal Finance

Share of Consumer Debt in Delinquency Tracks the Highest in Almost Five Years

Photo by Clay Banks via Unsplash

It should be said that the top line news from Thursday’s report was, as Larry David would say, “pretty, pretty good.”

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

Healthcare

Let’s Navigate the American Health Care System

Americans make about 150 million trips to emergency departments each year. Their bank accounts wish they made far fewer.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Freepik, Banphote Kamolsanei and Cherezoff via iStock

Personal Finance

The Great Wealth Transfer Might be a Big Mirage

In the coming decades, the Silent Generation and aging Baby Boomers are projected to hand down trillions in wealth. So who will benefit?

4 min read
Photo by Dannel Malloy via CC BY 2.0

Personal Finance

Hurricane Milton Might Be the Costliest Hurricane Since Katrina

When it hits Florida, Hurricane Milton is expected to cause anywhere between $60 billion and $100 billion in insured losses.

1 min read

Advisor Upside

Sen. Warren Blasts Advice Industry Over ‘Kickbacks’

Photo by Gage Skidmore via CC BY-SA 2.0

Conflicts of interest may be costing retirement savers $5 billion a year in fixed-index annuities, an investigation found.

2 min read

Patent Drop

PayPal “Fairness-Aware” Model Patent Highlights Bias Issues in Financial AI

Photo via U.S. Patent and Trademark Office

The filing highlights the importance of eliminating bias in AI-powered financial platforms.

2 min read

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