Jaws.

Recent News

‘Hawkish Hold’ in Interest Rates, Iran Turmoil Prompt Advisors to Rethink Second Half of 2026

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SpaceX’s Quest for Warp Speed Rattles Smaller Firms in Its Wake

Photo illustration by Connor Lin / The Daily Upside

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Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

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JUST FOR FUN

Jaws.

Can someone explain how a great white gets all those battle scars? What is it battling with? pic.twitter.com/4ySACruTWO
— Nature is Amazing ☘️ (@AMAZlNGNATURE) October 11, 2024

Photo by No Revisions via Unsplash

Retirement Upside

Why the Gen Z Dating Scene Is All About Retirement

Survey data shows many Gen Zers are seeking partners who are smart with money, a reflection of current economic reality for young Americans.

2 min read
Photo via Michael Brochstein/ZUMAPRESS/Newscom

Industrials

Lockheed Snags $35B Missile Contract Amid Pentagon Pressure to Rev Up Production

Lockheed Martin has won billions in defense contracts over the next six years, but faces White House pressure to speed up production.

1 min read

Photo via Anthony Behar/Sipa USA/Newscom

Healthcare

Germany’s Merck Pumps Up Life Sciences Biz with $11.3B Bio-Techne Deal

Merck KGaA’s agreement to buy Bio-Techne for $11.3 billion strengthens its hold in life sciences, especially drug discovery and gene therapy.

2 min read
Photo via Yen Meng Jiin/The Business Times/Newscom

Banking

Who’s Ahead in JPMorgan’s Game of Thrones?

The race to succeeed Jamie Dimon at JPMorgan Chase has apparently narrowed to just two candidates, Doug Petno and Troy Rohrbaugh.

2 min read

Photo by Getty Images via Unsplash

Retirement Upside

New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

The One Big Beautiful Bill has materially changed the economics of qualified charitable distributions.

2 min read
Photo by Phil Evenden via Pexels

Advisor Upside

State Street Takes on Invesco’s QQQ with New Nasdaq-100 ETF

With investor interest in tech heating up, the new fund undercuts Invesco’s fees by almost half.

2 min read

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