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Fall 2025 Market Perspectives Thumbnail

Fall 2025 Market Perspectives

This quarter reminded us why planning beats headlines. With the One Big Beautiful Bill (OBBBA) extending key tax rules, a September rate cut from the Fed, and inflation easing, investors got a clearer runway—and a lot of noise. For retirees 65+, higher standard deductions open new planning opportunities, including smarter Roth conversion timing. Below, Brett unpack what changed, why it matters.

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