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Recent News

Dimensional’s David Booth Discusses the State of ETFs, Investing and More

Photo via Dimensional Fund Advisors

4 min read
Post-Pandemic, ‘Living at the Office’ Takes on New (and Lucrative) Meaning

Photo illustration by Connor Lin / The Daily Upside

5 min read
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot

Photo by Getty Images via Unsplash

2 min read

JUST FOR FUN

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This is Mariner. He was born completely deaf, which means he gets to enjoy fireworks with all the sparkle and none of the boom. 13/10 pic.twitter.com/gmJkCoMYLh
— WeRateDogs (@dog_rates) July 1, 2025

Retirement Upside

What Makes a Good 401(k) Website and App (And Why It matters)

2 min read
Photo by Dominik Pearce via Unsplash

Consumer

Brian Niccol’s Two-Year Turnaround Serves Up Sales Growth for Starbucks

The CEO’s “Back to Starbucks” plan focuses on cost savings that are partly reinvested in creating a community coffee-house vibe in stores.

1 min read

Photo via The Boring Company/X

Industrials

Musk’s Boring Company Scores $23 Billion Valuation Despite Slow Progress

The most recent funding round for Elon Musk’s Boring Co. valued it at $23 billion, an almost four-fold increase from its last round in 2022.

2 min read
Photo by Getty Images via Unsplash

Real Estate

US Home Sales Hit 14-Month Low as Borrowing Costs Bite

The 30-year fixed mortgage rate has topped 7% for the first time since May 2025, prolonging a months-long trend eroding US home sales.

2 min read

Photo by Getty Images via Unsplash

Retirement Upside

Where Were You on 9/11?

2 min read
Photo via Lev Radin/ZUMAPRESS/Newscom

Advisor Upside

Your Client’s Big Tech Company Just IPO’d. Now What?

These transitions are huge benefits to employees and their portfolios, but they come with complexity that requires sophisticated planning

2 min read

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