The Daily Upside

ETF Upside

Diversification Topped Plain Vanilla Last Year. That’s an Outlier

Photo by Jocelyn Morales via Unsplash

A comparison of a well-diversified portfolio versus the basic 60/40 strategy shows that plain vanilla won most of the time over 20 years, according to Morningstar.

1 min read
Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

Photo by Veronique D via iStock

Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read
Advisor Upside

Ground Control to Major Tom: What Can Space Funds Do for Portfolios?

Photo by Greg Rakozy via Unsplash

With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.

2 min read
Consumer

McDonald’s Spices Up Soft Drink Menus with Dirty Sodas, Specialty Bevs

Photo via Richard B. Levine/Newscom

McDonald’s plans to keep prices in its new beverages’ prices lower than competitors like Starbucks and Dutch Bros.

1 min read

Advisor Upside

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

Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash

2 min read
Amazon Hogs the Road As Freight Speeds Toward the Future

Photo via Amazon Freight

1 min read
Labor Department Reports Inflation at 4.2% in May, and Energy’s Not the Only Problem

Photo by Erik Mclean via Unsplash

2 min read

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