State Street

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

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

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

Photo via Kyle Mazza, Kyle Mazza/ZUMAPRESS/Newscom

Personal Finance

Trump’s Retirement Savings Plan Offers Potential Bonanza for Firms Like Fidelity

If the accounts come to fruition, they could achieve a longtime goal of industry advocates and policymakers on both sides of the aisle.

2 min read
Photo by Jingming Pan via Unsplash

Thematics & Sectors

5 Gold ETFs With Glittering Prospects in 2026

While volatility always affects gold prices, there’s a pervading bullish outlook for the precious metal and related ETFs in 2026 forecasts.

2 min read
From left: Bloomberg Senior Research Analyst James Seyffart, Head of Vanguard Global Quantitative Equity Group John Ameriks. Photo by Griffin Kelly / The Daily Upside.

Advisor Upside

Vanguard Warms Up to Crypto, Sort Of

The firm isn’t fully convinced of crypto’s place in portfolios, with one executive likening it to a ‘digital Labubu.’

2 min read

ETF Upside

ETFs Blew Past $1.25T in Flows This Year. What’s Driving Growth?

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Active fixed-income strategies accounted for nearly half of ETF inflows so far this year.

2 min read

Advisor Upside

What the Government Shutdown Means for Clients

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What’s one little government closure on top of tariffs, geopolitical conflicts, and AI disruptions.

2 min read

ETF Upside

BlackRock Tops $12T in AUM. State Street Profits Tumble

Photo via Erik McGregor/Sipa USA/Newscom

A handful of asset managers reported earnings Tuesday.

2 min read

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