The Daily Upside

International Economics

Tariff Costs Triple for Midsized US Businesses: JPMorgan

Photo via Walter G. Arce Sr./ZUMAPRESS/Newscom

For mid-sized firms largely lack the ability to dictate trade terms or shuffle their supply chains, making tarriffs a major pain.

2 min read
Consumer

Is Walmart’s Yearly ‘Humble Brag’ Obscuring the Retailer’s Strength?

Photo via Anthony Behar/Sipa USA/Newscom

The majority of Walmart’s gains came “from households making more than $100,000,” continuing a trend of wealthy shoppers turning to bargains.

2 min read
Advisor Upside

Vestwell Raises $385M in Funding, Doubling Total Investments

(Photo by Towfiqu barbhuiya via Unsplash)

Blue Owl Capital and Sixth Street Growth led the Series E funding round.

1 min read
Advisor Upside

Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Photo via Jump

Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.

1 min read

Advisor Upside

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

How Financial Planning Can Help Treat the ‘Financial Toxicity’ of Cancer

Photo illustration by Connor Lin / The Daily Upside

5 min read
Why Is the Job Market so Tough for Younger Workers?

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

5 min read
More Adult Children Are Supporting Their Parents. It May Cost Them in Retirement

Photo by Getty Images via Unsplash

2 min read

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