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News
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot
2+ day, 1+ hour ago (382+ words) Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality. The estate plan isn’t just a set of documents, Houghton said. Instead, it’s an ongoing process that has to keep pace…...
Give Me Space: ETFs Seek to Fill a Void
3+ day, 1+ hour ago (389+ words) New funds aim to give investors a space economy investment that isn’t just SpaceX. Much as the universe is expanding, so is the cosmos of space ETFs. “This opportunity is not simply investing in space,” Seraphim CEO Mark Boggett said....
Investors Need Real Talk About Interval Funds
3+ day, 1+ hour ago (428+ words) Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain. “We’ve all heard the common narrative of yield-chasing investors trapped in illiquid funds and advisors regretting a pitch they didn’t…...
Your Client’s Big Tech Company Just IPO’d. Now What?
3+ day, 1+ hour ago (373+ words) These transitions are huge benefits to employees and their portfolios, but they come with complexity that requires sophisticated planning Wanna take some of this off my hands? SpaceX’s June IPO made thousands of current and former employees overnight millionaires. Anthropic…...
Google Invests $15 Billion on Data Center Buildout in ‘Texas of Europe’
3+ day, 1+ hour ago (392+ words) AI hyperscalers are increasingly dedicating much of their record AI capital spending to EU- and UK-based infrastructure. Think of it as a different kind of data center freeze. A massive surge in AI and data center investments mirroring those in…...
Should Spot Bitcoin Products Be Called ETFs? Some Say No
4+ day, 1+ hour ago (295+ words) A letter filed in response to the SEC’s request for comment on “novel ETFs” calls for rethinking the product’s naming conventions. That would really hit the spot. “You’ve seen a lot of evolution in what’s offered in an ETF structure…...
Lockheed Poised to Benefit as EU Approves Ukraine’s Purchase of Patriot Missiles
4+ day, 52+ min ago (388+ words) Lockheed Martin has been benefiting from missile demand as Western countries look to refill their missile stockpiles and build their arsenals. Winter is coming, bringing cooler temperatures but no reprieve for geopolitical hot zones. It’s a good time to be…...
GE Aerospace Makes $12B Play in Clogged Market for Cast Metal Parts
4+ day, 1+ hour ago (347+ words) For GE Aerospace the acquisition represents a critical chance to it expand its own production capacity amid booming demand. On Tuesday, GE Aerospace announced its largest deal yet in the post GE-breakup era, and it’s an acquisition straight out of…...
The Anthropic IPO is Almost Here. What Can Investors Learn from SpaceX?
4+ day, 1+ hour ago (312+ words) While the AI company’s IPO could be record-breaking, SpaceX’s rocky landing earlier reminds investors to “know what the heck you’re buying.” There’s about to be a new kid on the block. Anthropic is expected to go public in the coming…...
Investing in an Electrification ETF? Figure Out Its Angle First
4+ day, 1+ hour ago (268+ words) There are numerous electrification ETFs on the market — and they are about as predictable as the country’s aging power grid. The strains and weak points of the US power system hint at the potential for electrification as a theme: While…...