The Daily Upside

Retirement Upside

Clients Make Assumptions About Retirement. They’re Often Wrong

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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
Energy

Saudi Nuclear Deal Confusion Threatens Billions in Potential US Manufacturing Sales

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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
Industrials

Defense Contractors Amass Record Backlogs as Military Spending Ramps Up

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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
Private Equity

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

Photo via Richard B. Levine/Newscom

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

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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