Vanguard

Retirement Upside

401(k) Withdrawals Are Rising. Here’s Why

Photo via Illia Uriadnikov/Newscom

Hardship withdrawals are considered last-resort financial decisions, so why are so many people making them?

2 min read

Photo by Emil Kalibradov via Unsplash

Retirement Upside

401(k) Balances Are Way Up. But Withdrawals Have Reached Record Levels

As much as Americans feel unprepared for retirement, they also feel unprepared for the here and now.

2 min read
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Advisor Upside

Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.

1 min read
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Advisor Upside

Vanguard, SEI Back $25M Funding Round in Wealth AI Startup Avantos

The funding news comes just over a week after Altruist launched a new tax planning tool, sending wealth management stocks tumbling.

2 min read

Advisor Upside

The Risk of Taking on Too Much Risk

No matter the allocation clients choose, being consistent is almost always more important.

4 min read

Advisor Upside

Think Equity Investing Can’t Be Risk Free? Think Again

It’s not impossible to get much of the upside of stocks without the downside. (Of course, there’s a caveat.)

4 min read

Photo by ablokhin via iStock

ETF Upside

Dual Share Classes Are 2025’s Single Biggest ETF Development

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

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
Photo by Katherine McCormack via Unsplash

ETF Upside

Vanguard Raises White Flag Over Crypto ETFs

The company on Tuesday reversed its ban on Bitcoin and other crypto ETFs, giving access to many of its 50 million clients.

2 min read

ETF

4 Biggest ESG ETFs Posting Double-Digit Returns

Image Credit: Getty Images, TebNad

Despite White House policy changes, some ESG exchange-traded funds are generating outsized returns, and analysts have an optimistic outlook.

3 min read

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