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Will More Wealth Advisors Gravitate to 401(k) Plans?

Wealth Management

Despite limited ERISA expertise, wealth advisors face growing pressure to service 401(k) plans as state mandates drive unprecedented plan formation through 2029.

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Breaking Down the Big Beautiful Bill, Ep #243

Financial Symmetry

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. Smart income planning will be more important than ever to ensure you don’t inadvertently reduce your eligibility for this valuable break, especially when considering Roth conversions or similar strategies.

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Power Stocks: Will they be affected after Maharashtra Govt plans to reduce power tariff by 26%?

Trade Brains

Finally, with general elections approaching in 2029, these moves could be seen as politically beneficial for consumers. Lower expected returns could also delay expansion plans by listed power firms. The post Power Stocks: Will they be affected after Maharashtra Govt plans to reduce power tariff by 26%?

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EV stocks to watch as India’s EV market set to hit $114 billion by 2029, growing at 66.5% CAGR

Trade Brains

billion by 2029, implying a remarkable CAGR of 66.52 Following are a few EV stocks to watch as India’s EV market is expected to reach ~$114 billion by 2029 and grow at a CAGR of 66.5 The company aims to achieve 30-40 percent of its total sales from EVs by FY30 and plans to invest ~Rs. billion in 2022 to $113.99 billion by 2028.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

IBM has announced that it plans to invest $150 billion in the U.S. over the next five years, while Apple is set to pump more than $500 billion into the American economy by 2029. So, if you are planning your next investment move, speak to a financial advisor about the future of AI and other tech enhancements.

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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

Given the breadth and recency of the bill, tax, financial, and legal professionals will need time to assess the impact and consider various planning strategies. Effective Dates: For years 2025 through 2029. Both the SALT cap and the income phaseout ranges will increase by 1% annually for 2026-2029 before reverting to $10,000 in 2030.

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One Big Beautiful Bill Act: Here’s How Your Taxes Could Be Impacted

Zajac Group

Each year, between 2026 and 2029, the cap will rise by another 1% per year. Income-driven student loan repayment plans will be phased out by 2028, and future student loans will have lifetime caps. At Zajac Group, we help executives and high-net-worth families integrate tax strategy into their broader financial plans.

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