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Advisor Upside

REIT Bargains Still Exist If You Know Where to Look

Real estate investment trusts can offer income and diversification away from highly valued equities and fixed income assets.

4 min read
Inflation & Prices

‘Love Is Inflation-Proof’: Americans Shrug Off Record-High Wedding Costs

Photo illustration by Connor Lin / The Daily Upside, Photo by Frentusha via iStock

Inflation, an uninvited wedding guest, is rising even faster for marriage costs than the rest of the economy. So far, couples aren’t balking.

4 min read
Retirement Upside

Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences

Photo by Getty Images via Unsplash

Few people born from the mid-1960s to 1980 have written a will or completed other key steps like designating someone to hold medical power of attorney.

2 min read
Retirement Upside

Higher Energy Costs May Boost Social Security COLA Next Year

Photo by Krzysztof Hepner via Unsplash

A welcome downturn in energy prices last month has reversed in July.

2 min read

Advisor Upside

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

Schwab Earnings Boosted by Latest Tax-Focused Strategy

Photo by Djkeddie via CC BY-SA 4.0

1 min read
Treasury Officials Call New Tax Alpha ETFs ‘Too Good to Be True’

Photo by Ken Lund via CC BY-SA 2.0

2 min read
Trump’s 100% Tariffs on Generic Meds Threaten Headaches at Drugstore Checkouts

Photo via Sipa USA/Newscom

2 min read

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