A seven-figure VOO balance sounds like a retirement paycheck until you do the actual math on what it deposits each month, then realize covering the rest means a tax bill your fund prospectus quietly ignores.
Deferring your first RMD past December 31 keeps 2026 taxes lower, but the two distributions that pile into 2027 can quietly trigger Medicare surcharges that arrive two years after the money is already spent.
FullPAC sets Nasdaq IPO at $5 a share for 3.92 million shares
FullPAC locked its terms at a flat $5 a share for roughly 3.92 million shares, a microcap Nasdaq debut worth about $19.6 million at the midpoint. A fixed price with no range means the deal is set, and the only question left is when it prices.
Source: SEC filingVeri MedTech fixes IPO at $4 for a $15 million Nasdaq raise
Seven amendments in, Veri MedTech has locked its terms at a flat $4 a share for 3.75 million shares, a $15 million Nasdaq raise with Network 1 Financial Securities as sole underwriter. A fixed price and a single small underwriter mean this deal either clears at $4 or does not clear at all.
Source: SEC filingBlackRock’s popular international dividend ETF has a loyal following, but a quieter Fidelity rival has been keeping pace on returns while charging investors a fee that is less than half the price. The case for staying put is weaker than most IDV holders realize.
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Retension Pharmaceuticals files for Nasdaq IPO
Another biotech is testing the reopened IPO window: Retension Pharmaceuticals registered an S-1 to list on Nasdaq. Leerink Partners, Guggenheim Securities, Oppenheimer and Titan Partners are running the books, a four-bank syndicate that signals a real deal. Terms and deal size come with the first amendment.
Source: SEC filingTRex Bio files for Nasdaq IPO with five banks behind it
TRex Bio filed its S-1 to list on Nasdaq with a five-bank syndicate behind it. Terms are not set yet, so the price range in the next amendment is the number that decides whether this Treg-focused biotech gets priced into the record 2026 listing run.
Source: SEC filingElectra Therapeutics prices $350 million IPO at $15 a share
Electra Therapeutics priced at $15 a share, pulling in roughly $350 million, one of the larger biotech raises of the year. Jefferies, TD Cowen, Evercore ISI and Cantor led the deal, and trading opens with the full 23.3 million shares in public hands.
Source: SEC filingNevada’s no-income-tax pitch sounds airtight until you run the numbers on the other end of the trade, because Las Vegas hands you a tax break on arrival and takes back something far more expensive when a health crisis forces you out at 78 in a soft market.
Bloomberg's ETF analyst says the bipartisan overlap between the Democrat and Republican congressional trading ETFs is the group beating the market.
Looking at $NANC and $GOP which offer baskets of the personal stock holdings of politicians in each party we found that a portfolio of the stocks that BOTH sides own (overlapping names) does the best and has easily beaten that market via @psarofagis https://t.co/v8ZfjFMR8a
Bitcoin miners owned Thursday's close, led by Marathon Digital finishing 13.5% higher, with Cipher Mining and Iren both up 7% or more. Large-cap losses ran heavier than usual, with Qualcomm off 5.66% and General Motors down 4.93%.
A paid-off house and a Medicaid application should be a straightforward situation, but one health crisis can slam every legal door a family assumed was still open. Understanding which protections actually survive a stroke changes everything about what happens to that house.
