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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

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Deconstructing Portable Alpha

Random Roger's Retirement Planning

There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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

The Big Picture

So Steve, you just mentioned you think bond ETFs can reach $6 trillion by 2030. 00:36:56 [Speaker Changed] And just to put some specifics on this, when, when we look at the broad economic consensus about tariffs, they’re generally perceived as inflationary, sort of a giant vat tax on consumers. Is that right?

Portfolio 130
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Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning

Nerd's Eye View

After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the widely anticipated legislation extending and replacing TCJA – also known as the "One Big Beautiful Bill Act" (OBBBA) – was signed into law on July 4, 2025.

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Transcript: Jonathan Clements

The Big Picture

And they are at the point where, you know, if I give my kids $19,000 this year under the gift tax exclusion, which is the sum you can give without how filing a gift tax return, that money to them in their thirties is so much more valuable than it is to me in my sixties. So what do you discuss with your wife and kids about taxes?

Investing 144
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A Tough Way To Make A Living

Random Roger's Retirement Planning

Does a large market share today mean anything in the context of 2028 or 2030? They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I have no idea yet but this will be fun to learn about.

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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

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. The company’s Profit After Tax (PAT) reached Rs 10,353 crore in FY25, growing by 33% from Rs 7,759 crore in FY24. lakh crore over the next two to three years.