The Daily Upside

Consumer

After Years of Double-Digit Sales Growth, Luxury Retailers Face ‘Reckoning’

Photo via imageBROKER/Igor Zakirov/Newscom

From LVMH to Richement, brands built on status pursue younger customers amid signals that the salad days of the past two decades are over.

4 min read
Retirement Upside

How Social Security Fits Into a Millionaire’s Retirement

Photo by Greggory DiSalvo via iStock

Think a client with a few million dollars saved can be casual about Social Security claiming? Think again.

2 min read
Retirement Upside

Think Retirees Face Just 7 Tax Brackets? There’s More to the Story

Photo by Ahmet Kurt via Unsplash

Medicare surcharges and taxes on Social Security benefits can catch uninformed clients (and advisors) by surprise.

2 min read
Consumer

American Joins Airlines Buckling Up for Soaring Fuel Costs

Photo via IMAGO/Rüdiger Wölk/Newscom

Fuel typically accounts for a quarter of carriers’ expenses, but that proportion’s likely to dramatically spike this year.

1 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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