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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. IBM has announced that it plans to invest $150 billion in the U.S. So, if you are planning your next investment move, speak to a financial advisor about the future of AI and other tech enhancements. As of the end of 2024, the U.S. And globally?

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Deconstructing Portable Alpha

Random Roger's Retirement Planning

The starting point for the Man article is that defined contribution investors need exposure to risk assets for more years and portable alpha to add alternatives, they say, is a better way to do it. There are funds that provide the plain vanilla exposures, with leverage, from WisdomTree, ReturnStacked and PIMCO, there might be others too.

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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. Both the SALT cap and the income phaseout ranges will increase by 1% annually for 2026-2029 before reverting to $10,000 in 2030. Effective Dates: For years 2025 through 2029.

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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

Always the career plan. They, they had a very, very complex asset. They still do, it’s a little bit different now all these years later, but they had a tremendous amount of interest rate risk in those servicing right assets, right? And then yes, you can have credit risk and other types of assets as well.

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Transcript: Jonathan Clements

The Big Picture

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.

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Higher Market Volatility Shines a Light on Buffer ETFs

Wealth Management

The funds have grown from $5 billion in assets at the end of 2020 to $50 billion by 2025, according to Morningstar. In a recent report, BlackRock projected the space will reach $650 billion by 2030. Other managers jumping on the buffer ETF train include Goldman Sachs Asset Management, PGIM, Alliance Bernstein and Allianz.

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2 Stocks to buy now for an upside of up to 23%; Recommended by Trade Brains portal – June 11

Trade Brains

At Rs 19,878 crore, net interest income climbed by 27%, and asset quality is significantly increasing. The company, which has a current book value of Rs 58,000 crore, plans to invest Rs 3 lakh crore in renewable energy by 2030. In FY25, the business had its highest-ever loan book of Rs 5.67