The Daily Upside

ETF Upside

QQQ Gets an Equal Weight Buddy

Photo by Wesley Tingey via Unsplash

The market environment has recently favored equal-weight strategies, which makes the timing for Invesco’s new ETF advantageous.

2 min read
Advisor Upside

For Your (Tax) Health: The Underloved HSA

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HSAs are lauded for their triple-tax benefits, and can be useful for wealthy clients, even if they don’t do much to improve American health care.

4 min read
Media & Entertainment

Can Paramount and Warner Bros. Defy History of Lackluster Hollywood Mergers?

Photo via DC Studios/ The Safran Company/ Warner Bros. / Album/Newscom

If, at first, Discovery, AT&T, AOL, Time and others fail? Well, David Ellison is going to go ahead and give Warner Brothers a try anyway.

6 min read
Advisor

Models in the Making: How VanEck is Positioning Portfolios for 2026

Photo via Damon Butler

11 min watch

Advisor Upside

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

Almost 11,200 Advisors Switched Firms Last Year

Photo by Marten Bjork via Unsplash

2 min read
Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

Photo by Hapabapa via iStock

2 min read
Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

Photo via Thomas Fuller/ZUMAPRESS/Newscom

2 min read

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