Riders of the Wave

Recent News

Wall Street Wants Alternatives in 401(k)s. Advisors Aren’t Convinced

4 min read
‘Modelmaxxing’ Replaces ‘Tokenmaxxing’ for Firms Grappling With AI Costs

Photo illustration by Connor Lin / The Daily Upside

5 min read
Even Wealthy Retirement Savers Are Losing the Battle Against Everyday Bills

Photo by Alexander Grey via Unsplash

2 min read

JUST FOR FUN

Riders of the Wave

Sea lions surfing huge waves

near Santa Barbara Island, California filmed by Ryan Lawler of Pacific Offshore Expeditions

pic.twitter.com/qeMm9Ry5rm
— Science girl (@sciencegirl) January 9, 2026

Photo by Getty Images via Unsplash

Retirement Upside

Clients Make Assumptions About Retirement. They’re Often Wrong

From their expected retirement date to their risk of excess longevity, clients hold a lot of faulty beliefs about life after work.

2 min read
Photo via Daniel Torok/White House/Newscom

Energy

Saudi Nuclear Deal Confusion Threatens Billions in Potential US Manufacturing Sales

Most likely to benefit is Westinghouse, whose AP1000 nuclear reactor, capable of powering small cities, is at the center of the deal.

1 min read

Photo via Lev Radin/ZUMAPRESS/Newscom

Industrials

Defense Contractors Amass Record Backlogs as Military Spending Ramps Up

The Trump administration has asked for a 44% increase in military spending in 2027, bringing the Pentagon budget near $1.5 trillion.

2 min read
Photo via Richard B. Levine/Newscom

Private Equity

Blackstone’s AI Bet Fuels Blowout Growth While Rivals Grapple With “Zombie Funds”

Blackstone’s secret? Selling the one thing that’s hot: infrastructure for the vast artificial intelligence boom.

2 min read

Photo by Goh Rhy Yan via Unsplash

ETF Upside

Think Twice Before Asking AI About Clients’ Estate Planning

If you wouldn’t share client data with a stranger or a hostile attorney, don’t upload it into generic AI chatbot tools.

2 min read
Photo by Djkeddie via CC BY-SA 4.0

Advisor Upside

Schwab Earnings Boosted by Latest Tax-Focused Strategy

Executives said the firm’s 21% year-over-year revenue growth in the second quarter was partly due to RIAs’ continued interest in long-short strategies.

1 min read

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