The Daily Upside

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
Private Equity

Blackstone Shrugs off Private Credit Concerns amid AI Focus

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Concerns of AI disruption for software firms is had had investors yanking money from private credit funds, including Blackstone’s BCRED.

2 min read
Media & Entertainment

Netflix Pitches ‘Buyback-and-Chill’ Strategy

Photo via Yonhap News/YNA/Newscom

A first-quarter earnings beat last week was overshadowed by weak second-quarter guidance that suggested growing subscriber churn.

2 min read

Advisor Upside

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

AllianceBernstein, Brookfield, Carlyle Latest Alts Managers to Partner on Private Fund for 401(k)s

Photo via Richard B. Levine/Newscom

2 min read
Envestnet, Orion Partnerships Add New Advisor Tools to Competing TAMPs

Photo via Rafael Henrique/ZUMA Press/Newscom

1 min read
China Market Fallout Overshadows Nvidia’s Blockbuster Sales Growth

Photo via Tian Yuhao/China News Service/VCG/Newscom

1 min read

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