Remove 2030 Remove Clients Remove Numbers
article thumbnail

Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

million next year) to $15 million in 2026, and raising the limit on the deductibility of State And Local Taxes (SALT) to $40,000 (though this measure is scheduled to revert to the current $10,000 in 2030 and begins to phase out for consumers with more than $500,000 of income), among many other measures.

article thumbnail

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

The Big Picture

Steve Laipply : Yeah, so I, I think that group, the idea was to work with institutional clients to really help them manage risk, right? trillion in change and we think that number is gonna get to six by the end of the decade for the industry. So Steve, you just mentioned you think bond ETFs can reach $6 trillion by 2030.

Portfolio 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning

Nerd's Eye View

Higher-income households may see this deduction phased back down to the $10,000 limit, and all households will again be subject to the $10,000 SALT cap beginning in 2030. However, the $10,000 limitation on State And Local Tax (SALT) deductions is temporarily increased to $40,000 under the new law. Read More.

article thumbnail

Transcript: Jonathan Clements

The Big Picture

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

article thumbnail

Things Change

The Better Letter

My favorite client, a pension manager for over 40 years, sardonically reminded me that someone buying 100-year bonds issued by the world’s leading entertainment business a century before would have purchased the debt of a player-piano company. We’ll see what 2030 and beyond bring. We were Morgan Stanley’s co-manager.

Numbers 100
article thumbnail

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

Trade Brains

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. Risk Factors Clients with unstable financial standing, such as state power firms, pose a threat to the company. EPC contracts are finished, and payments will go up in FY26. a division of the Vedanta group.

article thumbnail

Higher Market Volatility Shines a Light on Buffer ETFs

Wealth Management

Number 8860726. In a recent report, BlackRock projected the space will reach $650 billion by 2030. And for many clients who are approaching retirement or wanting to be more conservative, buffer ETFs give them a way to retain equity exposure while having less tail risk.” Registered in England and Wales.

Marketing 205