The Daily Upside

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

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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.

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

5 min read
There’s an ETF for Everything. Is That What Investors Really Want?

Photo by Getty Images via Unsplash

4 min read
Startup Cursor Rides AI Coding Vibes to $29B Valuation

Photo via AndreyPopov/Newscom

2 min read

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