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Investments

Investors Seeking Safe Havens Hoard Gold — Physical as well as Digital

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Investors are increasingly hoarding gold and bitcoin as conventional safe havens in US bonds and the dollar have come up short.

2 min read
ETF Upside

Earth to Advisors: Vanguard Expands Model Lineup

Photo via Connor Lin / The Daily Upside

Think you’re too cool for model portfolio school? Many advisors are responding by channeling Ben Stiller’s Zoolander: “You aren’t.”

2 min read
ETF Upside

Lazard Hires Former US Rep. as Senior Advisor

Photo by U.S. House Office of Photography via Public Domain Mark 1.0

Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

2 min read
ETF Upside

Flocking to Faith-Based ETFs

Photo by Oladimeji Odunsi via Unsplash

A couple of the latest ETFs on the market are from an Anabaptist asset manager. Surveys from faith-based firms show that religious clients want to hear about options from their advisors.

2 min read

Advisor Upside

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

What Happens When Private Markets Get Opened Up to the Masses?

Photo by Getty Images via Unsplash

2 min read
Private Employers Add 42,000 Jobs, Marking First Net Gain Since Summer

Photo via Olivia Sun/ZUMAPRESS/Newscom

1 min read
Lovin’ It: Snack Wraps Bring Smiles Back to McDonald’s Investors (and Customers)

Photo by Robert Way via iStock

2 min read

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