The Daily Upside

Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

Photo by Veronique D via iStock

Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read
Advisor Upside

Ground Control to Major Tom: What Can Space Funds Do for Portfolios?

Photo by Greg Rakozy via Unsplash

With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.

2 min read
Consumer

McDonald’s Spices Up Soft Drink Menus with Dirty Sodas, Specialty Bevs

Photo via Richard B. Levine/Newscom

McDonald’s plans to keep prices in its new beverages’ prices lower than competitors like Starbucks and Dutch Bros.

1 min read
Artificial Intelligence

Cathie Wood’s ARK Sparks Wall Street FOMO with Investment in Sagging Palantir

Photo via Samuel Corum/Sipa USA/Newscom

Concerns about potential AI disruption of the software space have driven Palantir shares down more than 25% so far this year.

2 min read

Advisor Upside

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

The AI Chatbots Are Coming for Wealth Management

Photo by Tom Fisk via Pexels

2 min read
Here Are the Top Active ETFs Used by Advisors

Photo via Jimin Kim/ZUMAPRESS/Newscom

2 min read
Oprah Heads to Amazon as Video Podcasting Goes Viral

Photo by hapabapa via iStock

1 min read

Sign Up for The Daily Upside to Unlock This Article

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