The Daily Upside

ETF Upside

New AI Bond ETFs Offer a Different Way to Bet on the Boom

Photo by Geoffrey Moffett via Unsplash

With AI capex projected to top $1 trillion a year by 2030, issuers are filing funds to track the borrowing that’s financing it.

2 min read
Retirement Upside

Retirement Accounts Help Propel Total US Invested Assets Past $100 Trillion

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IRAs continue to grow faster than DC plans, but the latter are starting to close the gap.

2 min read
Advisor Upside

Not Just OpenAI: There Are More Pre-IPO Names to Watch

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

There are more ways than ever to access late-stage private equity, and there are some big IPOs on the horizon.

4 min read
Real Estate

After Decades of Low Mortgage Rates, Homebuyers Are Facing a New Normal

Photo illustration by Connor Lin / The Daily Upside, Photo via Freepik

Inflation has pushed borrowing costs to squeamish heights, but economists say high mortgage rates aren’t a good reason to stop house hunting.

5 min read

Advisor Upside

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

Everyone’s Feeling Less Optimistic About the Economy

Photo via MAYFAIR ENTERTAINMENT INTERNATIONAL

2 min read
How First Student’s CFO Keeps School Buses En Route

Photo via First Student

3 min read
In a Rising Sea of ETFs, What Do Advisors Actually Want?

Photo by Victoriano Izquierdo via Unsplash

2 min read

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