Magnificent Seven

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

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Advisor Upside

7 Magnificent ETFs for a Nasdaq Melt Up

Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.

2 min read
Photo by Gorodenkoff via iStock

Advisor Upside

Big Tech Fizzles in Early 2025: Jeremy Siegel

The famed Wharton School economist points to sky high valuations and a possible sector rotation.

2 min read
Photo via Nvidia Media Assets

Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read

Big Tech

Wall Street Spreads More Love Outside of Big Tech

Photo by Jason Briscoe via Unsplash

Investors are pivoting away from the Magnificent Seven, favoring the rest of the S&P 500.

2 min read