What Is a 351 Exchange? How Section 351 Exchanges Work and Their Potential Benefits

Published on October 5, 2026

Investors who have owned securities for many years can accumulate significant unrealized gains. Selling those investments to reposition a portfolio can trigger capital gains taxes.

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Price Of Happiness: Missing The Things That Matter

October 5, 2026
The “price of happiness” chart came around again recently, and the number attached to it was as confident as ever. One widely shared version, built from a Remitly analysis, ranked 50 countries. The measure: how close the average wage gets to the income where happiness supposedly “plateaus.”

VettaFi Locks In SPADE Defense Index Acquisition

October 5, 2026
VettaFi has experienced strong growth as a differentiated index provider in 2026. This momentum continues with today’s acquisition of The SPADE® Defense Index. The deal adds a popular, high-conviction thematic sector strategy to a global platform. More than $260 billion in index-based assets is tied to VettaFi.