The Daily Upside

Economics

Consumer Confidence Rebounds as Tariff Tensions (Temporarily) Ease

Photo by Oleg Ivanov via Unsplash

You can’t bounce back without first getting low. And, in April, consumer confidence according to the Conference Board got real low.

2 min read
ETF Upside

Vanguard’s 2 New Muni ETFs Have an Advantage Over Mutual Funds

Photo by Ahmet Kurt via Unsplash

Unlike similar mutual fund products at Vanguard, two passive tax-exempt bond ETFs don’t have a high minimum for fees of 9 basis points.

2 min read
ETF Upside

American Century’s Head of ETF Solutions to Depart

Photo via Connor Lin / The Daily Upside

A portfolio manager on at least 11 of the company’s ETFs has been with the firm since it entered the space.

1 min read
ETF Upside

State Street, Apollo to Launch 2nd Public-Private ETF

Photo by Phil Evenden via Pexels

The two are among a laundry list of firms trying to open up private credit to Main Street investors.

2 min read

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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