The Daily Upside

Advisor Upside

Munis, Mortgage-Backed Securities Among Advisors’ Top Picks for 2026

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No reason to chase yield as advisors stick to quality fixed income.

4 min read
Markets

SpaceX, OpenAI Dominate Speculation About $3 Trillion IPO Geyser

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav and Frentusha via iStock

A logjam keeping companies worth as much as $2.9 trillion, from SpaceX to OpenAI, out of public stock markets may finally break in 2026.

6 min read
Financial Planning

4 Simple Ways to Pad Your Nest Egg in 2026

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Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare costs and inflation.

2 min read
Blockchain

Coinbase CEO’s Change of Heart on Crypto Framework Stalls Key Senate Bill

Photo via Richard B. Levine/Newscom

The US’s biggest crypto exchange has been an active force in shaping crypto laws and a major spender in congressional races.

2 min read

Advisor Upside

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

Do Clients Really Trust AI with Money Questions?

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1 min read
JPMorgan Topples Dimensional for Active ETF Crown

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2 min read
Johnson & Johnson Crushes Patent, Pricing Probs

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2 min read

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Sharp news & analysis on finance, economics, and investing.