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Personal Finance

Home Economics: Homeownership is still the American Dream. But Should it Be?

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Buying a home is expensive. And so is owning one. In the era of high mortgage rates and soaring expenses, is homeownership still worth it?

4 min read
Advisor Upside

Schwab Eyes Financial Advice as Cash Sweeps Dry Up

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The online brokerage has long relied on bank revenues, like cash-sweep programs, but executives are now leaning into wealth management.

2 min read
Advisor Upside

Advisors Gear Up for Treasury’s New Anti-Money Laundering Rule

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Most financial advisors will have to start formally reporting suspicious money laundering activity by 2026.

2 min read
Advisor Upside

Advisors Donated More to Trump, Republicans — With a Major Caveat

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Advisors have donated roughly $1.5 million to Trump and Republican groups compared to less than $400,000 to Harris and Democratic groups.

2 min read

Advisor Upside

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

OpenAI Teams Up With Amazon for Even More Computing Power

Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

2 min read
Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue

Photo via Michele Eve Sandberg/Sipa USA/Newscom

2 min read
Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

Photo via Lu Beifeng/VCG/Newscom

2 min read

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