Exchange traded funds

Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

Photo by TravelingOtter via CC BY-SA 2.0

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read

Photo by Jakub Zerdzicki via Pexels

Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Tohamina via Freepik

Advisor Upside

Going Under the Hood of Buffer ETFs

Buffer ETFs have quickly gained momentum with 200 funds currently trading on US markets with about $37 billion in aggregate assets.

5 min read
Photo by Djkeddie via CC BY-SA 4.0

Advisor Upside

Schwab Wants in on Vanguard’s ‘Massive’ Share-Class Edge

2 min read

Photo by Chevanon Photography via Pexels

Markets

Coffee and Chocolate Are the Reigning Commodity Kings

The tight supply of both beans meant trading prices were extremely volatile, and the result was that cocoa almost tripled in price last year.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Richard Darko via iStock

Alternatives

Collectibles are Fun but Risky Investments

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read
Photo by Brett Sayles via Pexels

Artificial Intelligence

Biden Administration Eyes Data Center Regulations

Which way Trump will lean on the issue is difficult to say, though tech companies have worked hard to curry the incoming president’s favor.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.