The Daily Upside

The Daily Upside

The Daily Upside column provides business, finance, and market news briefings, helping users quickly stay informed about global market highlights and corporate developments.

The Daily Upside's Articles

Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

Only 22% of workers have given serious thought to their 401(k) withdrawal strategy, according to a new survey from TIAA and Nuveen. The post Clients Have Retirement

Why the Gen Z Dating Scene Is All About Retirement

Why the Gen Z Dating Scene Is All About Retirement

Survey data shows many Gen Zers are seeking partners who are smart with money, a reflection of current economic reality for young Americans.  The post Why the Gen

New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

The One Big Beautiful Bill has materially changed the economics of qualified charitable distributions.  The post New Tax Rules Are Making This Charitable Giving

Lockheed Snags $35B Missile Contract Amid Pentagon Pressure to Rev Up Production

Lockheed Snags $35B Missile Contract Amid Pentagon Pressure to Rev Up Production

Lockheed Martin has won billions in defense contracts over the next six years, but faces White House pressure to speed up production. The post Lockheed Snags $35B

Who’s Ahead in JPMorgan’s Game of Thrones?

Who’s Ahead in JPMorgan’s Game of Thrones?

The race to succeeed Jamie Dimon at JPMorgan Chase has apparently narrowed to just two candidates, Doug Petno and Troy Rohrbaugh. The post Who’s Ahead in JPMorgan

Germany’s Merck Pumps Up Life Sciences Biz with $11.3B Bio-Techne Deal

Germany’s Merck Pumps Up Life Sciences Biz with $11.3B Bio-Techne Deal

Merck KGaA's agreement to buy Bio-Techne for $11.3 billion strengthens its hold in life sciences, especially drug discovery and gene therapy. The post Germany’s

State Street Takes on Invesco’s QQQ with New Nasdaq-100 ETF

State Street Takes on Invesco’s QQQ with New Nasdaq-100 ETF

With investor interest in tech heating up, the new fund undercuts Invesco’s fees by half. The post State Street Takes on Invesco’s QQQ with New Nasdaq-100 ETF appeared

AI Is Changing How Clients Work With Advisors. Mostly for the Better

AI Is Changing How Clients Work With Advisors. Mostly for the Better

Artificial intelligence tools are helping clients become better consumers of financial advice. But there are risks. The post AI Is Changing How Clients Work With

Google Gains Spot on Dow Jones While Losing Street Cred in AI

Google Gains Spot on Dow Jones While Losing Street Cred in AI

Google shares have been hammered recently as two top artificial intelligence researchers spurned the company to join OpenAI and Anthropic. The post Google Gains

Winner in 2008’s Big Short Unveils Bearish Private Credit Play

Winner in 2008’s Big Short Unveils Bearish Private Credit Play

Life insurers have been big backers of private credit, attracted by the higher yields on debt issued by non-bank lenders. The post Winner in 2008’s Big Short Unveils