Investing Strategies

Advisor Upside

SEC Isn’t Ready to Bet on Prediction Market ETFs Just Yet

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The agency has delayed dozens of filings and is currently seeking public comment.

2 min read

Advisor Upside

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.

4 min read
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Advisor Upside

SEC Wants Fewer Earnings Reports. Advisors Aren’t Sold

When data has become a more precious resource than oil, many wealth managers are wondering why they would want less.

2 min read
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Advisor Upside

Why Advisors Are Betting on AI Infrastructure Over Apps

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read

Advisor Upside

Josh Brown’s Porterhouse Bets Financial Planning Becomes Table Stakes

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The new separately managed account is exclusive to Ritholtz clients, putting a significant emphasis on investment strategy.

1 min read

Advisor Upside

Want Income, Diversification and an Inflation Fix? Some Advisors Are Turning to Real Assets

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Real-asset investments can offer new opportunities, but they don’t act like traditional stocks and bonds.

4 min read

Advisor Upside

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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A new study finds inherited wealth is unlike any other windfall, being tied so closely to death.

2 min read

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

Investing Strategies

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

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 Thomas Fuller/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

Vanguard’s first target-maturity ETFs designed for bond ladders launched today, while there are a number of new BulletShares ETFs slated for Invesco’s lineup.

2 min read
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Advisor Upside

For Your (Tax) Health: The Underloved HSA

HSAs are lauded for their triple-tax benefits, and can be useful for wealthy clients, even if they don’t do much to improve American health care.

4 min read

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