If You Own VYM, This Actively Managed Premium Income ETF Deserves a Look First
VYM has the longer record, the bigger name, and the loyal following, but a newer actively managed rival has quietly outpaced it across every recent time window. Before you dismiss the newer fund, the tax math and track record question deserve a hard look.
‘We’re Still in the Parking Lot’: Cathie Wood Says AI Isn’t a Bubble. Here’s the Case Against Her
Cathie Wood bought CoreWeave as its bonds fell into distressed territory and its credit risk gauge hit a record high. Whether that makes her a contrarian genius or a cautionary tale depends on one question the third-quarter report may finally answer.
Put Your Daughter on Your $600,000 Brokerage Account and Only Half of It Gets a Step-Up When You Die. The Other Half Carries Your 1998 Cost Basis Forever, and a Transfer-on-Death Form Would Have Stepp
Adding your child to a brokerage account for convenience sounds harmless, but the IRS and your broker may quietly split that account in two the moment you die, leaving decades of gains exposed to taxes that a single form could have erased.
The Reverse Mortgage Will Pay Her $3,000 a Month From the House She Doesn’t Sell. Medicare Will Never See a Dollar of It. Her Neighbor Will Sell, and the Taxable Gain Could Raise His Premium Two Years
Two neighbors both turned home equity into spending money, but only one of them handed Medicare a reason to raise his premiums two years after the transaction was already finished.
The 51% sale of Global Print to KKR is done, and management says it adds 60 to 70 basis points to annual organic revenue growth from Q4, on top of a fourth straight EPS beat. A revised full-year outlook lands with Q3 results on November 3.
- AHICAllspring Short-Term High Income Fundfixed-income0.45%
- AIBNDefiance AI Infrastructure Bond ETFfixed-income0.41%
- SQBRFT Vest U.S. Equity Quarterly 20 Barrier ETFalternative0.85%
Two of today's three launches are fixed income, and Defiance's AI Infrastructure Bond ETF is the standout: a credit wrapper on the data center buildout for 0.41%. First Trust's quarterly 20 barrier fund rounds it out at 0.85%.
Underwriting is still doing the heavy lifting: the accident year combined ratio excluding catastrophes came in at 88.1%. Revenue topped consensus by nearly 16%, even as GAAP net income fell on investment losses that replaced year-ago gains.
Applied Digital closed up 6.93%, the widest gain in a 385-name priority universe, with Sea at the other end down 5.35%.
Global beverage can shipments rose more than 6%, with double-digit gains in Asia, pushing Crown Holdings past both lines and keeping full-year guidance of $8.35 to $8.45 intact. Shares still slipped immediately after the filing, so keep an eye on the stock ahead of Tuesday's 9:00 AM ET call.
Retired at 55 With a Decade Before Anything Else Starts Paying? The Portfolio Is the Only Paycheck. These 3 ETFs Have to Carry It
When you retire at 55 with no pension, Social Security, or other income for a decade, your brokerage account becomes the only thing standing between you and financial disaster. Getting the fund mix wrong in year one can do more damage than a crash in year fifteen.
- S&P 500+0.66%
- Dow Jones Industrial Average-0.01%
- Nasdaq Composite+1.35%
Tech did all the work today: the Nasdaq added 1.35% while the Dow finished flat. Positioning ahead of this week's AI earnings is where the gap gets settled.
Warren Buffett Has Held Coca-Cola for Decades. Here’s What $1,000 in the Stock Since 1999 Is Worth Today
Berkshire Hathaway has held Coca-Cola since the late 1980s, but what happened to an ordinary investor who bought in at the turn of the millennium tells a more complicated story about patience, timing, and whether the stock still has room to run.




