Morningstar

Advisor Upside

Almost Half of America Doesn’t Have Enough to Retire

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A Morningstar report found that 45% of Americans will experience retirement-funding shortfalls, motivating some to work into their 70s.

1 min read

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Advisor Upside

Morningstar CEO: ‘The Wolf’ Is Coming For AUM Fees

Stocks generated a healthy 12% annualized return over the past decade, but AUM fees may come into question in a downturn.

2 min read
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Advisor Upside

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read

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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
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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

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