millennials

Finance

Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse

Photo via Matthias Balk/dpa/picture-alliance/Newscom

Is it possible Citrini underestimated the dopamine rush Millennials get when they use credit card points to book a “free” flight to Bali?

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Thanumporn Thongkongkaew via iStock

Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read
Photo by Getty Images via Unsplash

ETF Upside

Move Over Mutual Funds, All-ETF Portfolios Are on the Rise

Forgoing mutual funds or direct stocks altogether makes sense for some, experts say.

2 min read
Photo by Brooke Cagle via Unsplash

Advisor Upside

Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

The head start and greater financial confidence is translating to more younger clients for advisors.

2 min read

Consumer

Denim Merchants Fight Three-Way Battle for Blue Jean Bonanza

Photo via Richard B. Levine/LevineRoberts/Newscom

Levi’s, Gap, and American Eagle are spending huge sums on advertising to sell their jeans amid a new denim boom.

1 min read

Real Estate

Lowe’s Lays Foundation for Housing Rebound

Photo via Paul Weaver/ZUMAPRESS/Newscom

In an interview with Barron’s, Lowe’s CEO Marvin Ellison said a rebound is inevitable in America’s something’s-gotta-give housing market

2 min read

Advisor Upside

Clients are Getting Younger and Younger

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When advisors start working with investors early, it can form strong relationships that last potentially decades.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read
Photo by Tech Daily via Unsplash

Advisor Upside

Why a Rise in Self-Directed Investing Is Good for Advisors

Investors’ wealth and enthusiasm for playing the markets is growing, so they’re taking a more hands-on approach.

2 min read
Photo by Thirdman via Pexels

Advisor Upside

Millennials Want to Beat the Markets More Than You Do

It’s such a priority for younger clients that they’re often more likely to switch advisors after major life events.

2 min read

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