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Key Trends and Concerns for Investors in 2025

WiserAdvisor

Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. This has massive implications for how you invest and manage your portfolio.

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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Short-term gains (on assets held for less than 1 year) are taxed as ordinary income.

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A Guide to the Key Tax Changes for 2025

Harness Wealth

For individuals with investments in assets such as stocks, real estate, and other securities, changes in the capital gains taxespecially long-term capital gainswill be particularly relevant. Assets held for over one year, however, are subject to more favorable long-term capital gains tax rates. Starting at $1,500 per year.

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Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy

Carson Wealth

Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. Assets are currently worth 851% of disposable income, up from 791% in 2019. Despite the increase in disposable income, asset values have risen on the back of surging stock prices and home values. Short answer is no.

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How Will the One, Big, Beautiful Tax Bill Impact Markets?

Carson Wealth

If not for the tax bill, the deficit would likely have started to shrink in 2026 and 2027, creating a headwind to profits. assets with those dollars, including Treasuries (which have typically been the U.S. asset of choice for foreigners). assets, which could raise the premium on U.S. assets at the margin.

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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

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Power stocks in focus after sector expects ₹2.3 Lakh Cr investment surge in thermal power

Trade Brains

billion) by 2027-28, nearly doubling the amount from the previous three years. In FY25, the company’s thermal segment reported a consolidated net book value of assets of Rs. As of May 2025, the company’s thermal power portfolio includes 2,730 MW from gas-based plants and 362 MW from coal-based facilities. lakh crore ($26.71