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OP-ED | Advisor Upside

Allan Roth: Lessons from a Surprising 2024

Photo by Anthony Quintano via CC BY 2.0

The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read

Photo by Photo by Tima Miroshnichenko via Pexels

Advisor Upside

How ETFs Can Help When Rates Are Going Up or Down

Advisors know exchange-traded funds as a way to invest in broad market indexes, but they are great for bond management, too.

2 min read
Photo by Breno Assis via Unsplash

Real Estate

Home Sales Rose in October, But the Trend Won’t Last

Sales of used homes in the US rose in October. But it may have been a flash sale, because mortgage rates are already climbing again.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photo via Vanguard

Markets

Weathering the Storm: A Q&A with Vanguard on Market Volatility

The last four years have been head-spinning. Dan Newhall, Vanguard’s head of portfolio solutions, talked us through the volatility.

5 min read

Advisor Upside

Advisors Key in on Fixed Income Ahead of Interest Rate Cuts

Photo by Federal Reserve Board of Governors via Public Domain Mark 1.0

With the Fed primed to begin the next cutting cycle, advisors are looking for fresh places to park clients’ cash.

2 min read

International Economics

European Junk Bonds Are Back in Fashion

Image Credit: artJazz

Several countries are looking more resilient than previously expected, leading to hopes that rate cuts will save riskier assets.

1 min read

Indicators

Recession Increasingly Unlikely, WSJ Economist Survey Finds

(Photo by m. on Unsplash)

In The Wall Street Journal’s quarterly survey of economists respondents pegged the chance of a recession in the next year at just 48%.

2 min read

(Photo by Alex Simpson on Unsplash)

International Economics

Oil Leaps, Shekel Falls After Israel Declares War

Crude oil prices jumped to $89 a barrel as Hamas’s attack on Israel drove concerns of wider conflict across the oil-rich Middle East.

2 min read

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